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First Trust Consumer Discretionary AlphaDEX Fund

89 hedge funds and large institutions have $248M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.74% more ownership

Funds ownership: 59.85%63.58% (+3.7%)

4% more capital invested

Capital invested by funds: $239M → $248M (+$8.9M)

9% less funds holding

Funds holding: 9889 (-9)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

65% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 49

Holders
89
Holders Change
-9
Holders Change %
-9.18%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
17
Reduced
49
Closed
13
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthSource Partners
California
$360K +$349K +9,368 New
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$331K -$8.12K -218 -2%
IA
53
IFP Advisors
Florida
$323K -$108K -2,902 -26%
PFS
54
Prospera Financial Services
Texas
$316K -$44.8K -1,203 -13%
FAAS
55
First Allied Advisory Services
California
$276K -$173K -4,647 -39%
TRCT
56
Tower Research Capital (TRC)
New York
$274K -$851K -22,833 -76%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$265K -$262K -7,039 -50%
HFS
58
HL Financial Services
Kentucky
$249K
PAG
59
Private Advisor Group
New Jersey
$243K +$6.59K +177 +3%
CIAS
60
Capital Investment Advisory Services
North Carolina
$234K +$8.12K +218 +4%
CAM
61
Columbia Asset Management
Michigan
$219K
SG Americas Securities
62
SG Americas Securities
New York
$186K -$392K -10,530 -69%
ACM
63
Aviance Capital Management
Florida
$144K -$15.9K -428 -10%
RFM
64
Royal Fund Management
Florida
$114K
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$92.6K -$38K -1,021 -30%
VFA
66
Valeo Financial Advisors
Indiana
$76K +$74K +1,986 New
SSB
67
Sandy Spring Bank
Maryland
$71K
RFWA
68
RPg Family Wealth Advisory
Massachusetts
$67.4K +$10.1K +271 +18%
GWM
69
Geneos Wealth Management
Colorado
$44K
WEC
70
Winslow Evans & Crocker
Massachusetts
$42.3K -$77.7K -2,087 -65%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35K -$18.5K -496 -35%
MWM
72
MinichMacGregor Wealth Management
New York
$26K
AIM
73
Advantage Investment Management
Iowa
$25K
ASN
74
Advisory Services Network
Georgia
$22K +$21K +565 New
TFA
75
Transamerica Financial Advisors
Florida
$19K -$2.87K -77 -14%