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First Trust Consumer Discretionary AlphaDEX Fund

97 hedge funds and large institutions have $181M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-8
Holders Change %
-7.62%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
30
Reduced
29
Closed
27
Calls
$799K
Puts
$491K
Net Calls
+$308K
Net Calls Change
+$447K
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$416K -$10K -272 -2%
RIA
52
Regal Investment Advisors
Michigan
$354K +$150K +4,055 +73%
ONB
53
Old National Bancorp
Indiana
$333K
SWM
54
SeaCrest Wealth Management
New York
$294K +$147 +4 +0.1%
PGA
55
Premia Global Advisors
Florida
$257K -$171K -4,649 -40%
DAS
56
Dynamic Advisor Solutions
Arizona
$252K +$160 +4 +0.1%
OC
57
Oppenheimer & Co
New York
$246K -$977K -26,548 -80%
AAS
58
Avantax Advisory Services
Texas
$244K +$244K +6,623 New
BPWA
59
Beacon Pointe Wealth Advisors
California
$231K +$231K +6,292 New
BFEC
60
Benjamin F. Edwards & Company
Missouri
$212K -$5.65K -153 -3%
BRWA
61
B. Riley Wealth Advisors
Florida
$208K +$2.7K +73 +1%
AIC
62
Ameritas Investment Company
Nebraska
$207K +$207K +5,613 New
CIAS
63
Capital Investment Advisory Services
North Carolina
$193K -$22K -597 -10%
CFGS
64
Concourse Financial Group Securities
Alabama
$104K +$26.1K +714 +33%
VFA
65
Valeo Financial Advisors
Indiana
$73K
WCM
66
WealthBridge Capital Management
Ohio
$67K +$67K +1,827 New
GWM
67
Geneos Wealth Management
Colorado
$53K
MOS
68
MGO One Seven
Ohio
$52K +$52K +1,420 New
SSB
69
Sandy Spring Bank
Maryland
$48K
FWM
70
Focused Wealth Management
New York
$26K +$26K +699 New
WTC
71
WhitTier Trust Company
Nevada
$25K +$25K +669 New
AIM
72
Advantage Investment Management
Iowa
$24K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$22K +$3.85K +106 +21%
US Bancorp
74
US Bancorp
Minnesota
$18K
FHA
75
Flagship Harbor Advisors
Massachusetts
$18K