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First Trust Consumer Discretionary AlphaDEX Fund

169 hedge funds and large institutions have $1.31B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more ownership

Funds ownership: 83.29%84.28% (+1%)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

2% less funds holding

Funds holding: 172169 (-3)

20% less capital invested

Capital invested by funds: $1.63B → $1.31B (-$327M)

38% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 77

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

90% less call options, than puts

Call options by funds: $2.53M | Put options by funds: $24.7M

Holders
169
Holders Change
-3
Holders Change %
-1.74%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
48
Reduced
77
Closed
17
Calls
$2.53M
Puts
$24.7M
Net Calls
-$22.2M
Net Calls Change
+$9.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$1.4M -$2.94M -51,689 -67%
AWM
52
AE Wealth Management
Kansas
$1.39M -$111K -1,959 -7%
HF
53
HRT Financial
New York
$1.31M +$1.37M +24,049 New
SG
54
StoneX Group
New York
$1.29M +$293K +5,161 +28%
SWM
55
Spire Wealth Management
Virginia
$1.24M -$14.3K -252 -1%
RIA
56
Regal Investment Advisors
Michigan
$1.24M +$20.6K +362 +2%
AR
57
Apeiron RIA
Texas
$1.23M +$95.6K +1,682 +8%
CWA
58
Capital Wealth Alliance
Arizona
$1.18M -$70.3K -1,236 -5%
TRCT
59
Tower Research Capital (TRC)
New York
$1.17M -$618K -10,863 -34%
ATPW
60
Ashton Thomas Private Wealth
Arizona
$1.16M +$9.32K +164 +0.8%
SCA
61
Snowden Capital Advisors
New York
$1.05M -$227K -3,986 -17%
HA
62
HFG Advisors
Ohio
$982K -$75.7K -1,331 -7%
CAN
63
Cetera Advisor Networks
California
$949K -$6.54M -115,094 -87%
FAIM
64
Financial Advocates Investment Management
Washington
$924K -$871K -15,315 -47%
SFI
65
SPC Financial Inc
Maryland
$846K +$4.89K +86 +0.6%
SPWM
66
Schrum Private Wealth Management
Florida
$805K +$57 +1 +0%
SI
67
Stephens Inc
Arkansas
$795K -$24.4K -430 -3%
MOS
68
MGO One Seven
Ohio
$783K +$153K +2,697 +23%
SPIA
69
Steward Partners Investment Advisory
New York
$747K -$164K -2,882 -17%
PFS
70
Prospera Financial Services
Texas
$740K -$3.63M -63,803 -82%
SIM
71
Seaview Investment Managers
Florida
$733K +$91.1K +1,603 +14%
IA
72
IFP Advisors
Florida
$703K -$1.14M -20,114 -55%
MIM
73
MTM Investment Management
South Carolina
$699K
AWS
74
Atria Wealth Solutions
New York
$695K +$726K +12,771 New
SAM
75
SignalPoint Asset Management
Missouri
$686K +$36.4K +641 +5%