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First Trust Consumer Discretionary AlphaDEX Fund

105 hedge funds and large institutions have $320M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more call options, than puts

Call options by funds: $10K | Put options by funds: $1K

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

5% more funds holding

Funds holding: 100105 (+5)

0.67% more ownership

Funds ownership: 63.38%64.05% (+0.67%)

1% more capital invested

Capital invested by funds: $319M → $320M (+$1.74M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
27
Reduced
39
Closed
10
Calls
$10K
Puts
$1K
Net Calls
+$9K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
RPG
51
Risk Paradigm Group
Texas
$451K -$6.02K -141 -1%
RIA
52
Regal Investment Advisors
Michigan
$439K
Goldman Sachs
53
Goldman Sachs
New York
$419K -$5.4M -126,513 -93%
FAAS
54
First Allied Advisory Services
California
$417K -$51.8K -1,212 -11%
DADC
55
D.A. Davidson & Co
Montana
$400K -$21.4K -500 -5%
ONB
56
Old National Bancorp
Indiana
$388K
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$366K +$9.65K +226 +3%
HFS
58
HL Financial Services
Kentucky
$338K +$74.8K +1,751 +27%
Renaissance Technologies
59
Renaissance Technologies
New York
$336K +$350K +8,200 New
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$327K -$1.52M -35,696 -82%
SWM
61
SeaCrest Wealth Management
New York
$327K
FAIM
62
Financial Advocates Investment Management
Washington
$305K -$46.6K -1,091 -13%
Deutsche Bank
63
Deutsche Bank
Germany
$290K +$303K +7,105 New
Brown Advisory
64
Brown Advisory
Maryland
$286K
PFS
65
Prospera Financial Services
Texas
$282K -$6.66K -156 -2%
CF
66
Centaurus Financial
California
$274K +$285K +6,683 New
DAS
67
Dynamic Advisor Solutions
Arizona
$263K -$36.6K -858 -12%
IA
68
IFP Advisors
Florida
$260K
CIAS
69
Capital Investment Advisory Services
North Carolina
$229K -$16K -375 -6%
CC
70
Cedar Capital
Illinois
$215K +$224K +5,245 New
NA
71
NewEdge Advisors
Louisiana
$213K +$3.59K +84 +2%
ACM
72
Aviance Capital Management
Florida
$119K -$14.7K -345 -11%
VFA
73
Valeo Financial Advisors
Indiana
$81K
WDL
74
Well Done LLC
Michigan
$70K +$72.8K +1,704 New
MOS
75
MGO One Seven
Ohio
$60K -$15.3K -358 -20%