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First Trust Consumer Discretionary AlphaDEX Fund

129 hedge funds and large institutions have $1.11B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

507% more capital invested

Capital invested by funds: $182M → $1.11B (+$925M)

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

44% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 27

32.18% more ownership

Funds ownership: 57.98%90.16% (+32%)

12% more funds holding

Funds holding: 115129 (+14)

95% less call options, than puts

Call options by funds: $2.79M | Put options by funds: $50.9M

Holders
129
Holders Change
+14
Holders Change %
+12.17%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
39
Reduced
27
Closed
17
Calls
$2.79M
Puts
$50.9M
Net Calls
-$48.1M
Net Calls Change
+$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
SignalPoint Asset Management
Missouri
$614K -$2.41K -46 -0.4%
ODG
52
O'Dell Group
Ohio
$613K
IWM
53
IHT Wealth Management
Illinois
$606K +$577 +11 +0.1%
LFAS
54
Level Four Advisory Services
Texas
$594K +$95.5K +1,820 +19%
MML Investors Services
55
MML Investors Services
Massachusetts
$564K -$295K -5,621 -34%
PFS
56
Prospera Financial Services
Texas
$526K +$531K +10,125 New
LS
57
Leelyn Smith
Illinois
$519K +$524K +9,996 New
WEG
58
World Equity Group
Illinois
$513K +$758K +14,448 New
IP
59
Ignite Planners
California
$495K +$525 +10 +0.1%
HA
60
HFG Advisors
Ohio
$489K +$494K +9,416 New
KPWS
61
Kestra Private Wealth Services
Texas
$476K +$481K +9,175 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$466K -$3.88K -74 -0.8%
PAG
63
Private Advisory Group
Washington
$457K +$461K +8,793 New
AWA
64
Arkadios Wealth Advisors
Georgia
$435K +$48.7K +928 +12%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$416K -$40.9K -779 -9%
OC
66
Oppenheimer & Co
New York
$399K +$155K +2,947 +62%
LNC
67
Lincoln National Corp
Pennsylvania
$379K +$383K +7,295 New
PA
68
PFG Advisors
Arizona
$373K +$5.51K +105 +1%
CWA
69
Capital Wealth Alliance
Arizona
$363K -$360K -6,872 -50%
RFWA
70
RPg Family Wealth Advisory
Massachusetts
$360K -$124K -2,370 -25%
FAIM
71
Financial Advocates Investment Management
Washington
$335K +$338K +6,446 New
CA
72
Claro Advisors
Massachusetts
$330K +$333K +6,352 New
SPIA
73
Steward Partners Investment Advisory
New York
$322K -$8.71K -166 -3%
CFCI
74
Comprehensive Financial Consultants Institutional
Indiana
$315K +$318K +6,057 New
KA
75
Kovack Advisors
Florida
$309K +$312K +5,948 New