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First Trust Consumer Discretionary AlphaDEX Fund

77 hedge funds and large institutions have $91.9M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 39 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $281K | Put options by funds: $241K

6.09% less ownership

Funds ownership: 63.56%57.46% (-6.1%)

29% less funds holding

Funds holding: 10977 (-32)

62% less capital invested

Capital invested by funds: $242M → $91.9M (-$150M)

67% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 39

73% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 40

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
77
Holders Change
-32
Holders Change %
-29.36%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
13
Reduced
39
Closed
40
Calls
$281K
Puts
$241K
Net Calls
+$40K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
51
Sandy Spring Bank
Maryland
$35K
HWA
52
HHM Wealth Advisors
Tennessee
$33K +$47.9K +1,211 New
EP
53
Eudaimonia Partners
Tennessee
$31K -$15.8K -400 -26%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$24K +$11.8K +299 +50%
CFGS
55
Concourse Financial Group Securities
Alabama
$21K -$46.1K -1,164 -60%
AWA
56
Arkadios Wealth Advisors
Georgia
$19.1K +$119 +3 +0.4%
MPWT
57
MassMutual Private Wealth & Trust
Connecticut
$14K +$21.1K +534 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$13K -$6.96K -176 -26%
US Bancorp
59
US Bancorp
Minnesota
$13K
VCP
60
Verus Capital Partners
Arizona
$12K -$4.12K -104 -19%
AF
61
Allworth Financial
California
$12K
WEC
62
Winslow Evans & Crocker
Massachusetts
$12K
AIC
63
Ameritas Investment Company
Nebraska
$12K +$18.3K +462 New
S
64
SignatureFD
Georgia
$11K
OPS
65
Orion Portfolio Solutions
Nebraska
$8K
ACA
66
Aptus Capital Advisors
Alabama
$7K
DWM
67
Darwin Wealth Management
Florida
$6K +$9.97K +252 New
BWM
68
Baystate Wealth Management
Massachusetts
$5K +$40 +1 +0.6%
GSWM
69
Golden State Wealth Management
California
$5K +$7.91K +200 New
APA
70
American Portfolios Advisors
New York
$4.03K -$1.66K -42 -22%
GI
71
Gradient Investments
Minnesota
$3K
NFG
72
Next Financial Group
Texas
$2K -$6.96K -176 -73%
CFA
73
Carroll Financial Associates
North Carolina
$2K
CIAS
74
Capital Investment Advisory Services
North Carolina
$1K -$2.57K -65 -57%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$1K -$1.78K -45 -45%