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First Trust Consumer Discretionary AlphaDEX Fund

132 hedge funds and large institutions have $1.28B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

673% more call options, than puts

Call options by funds: $3.03M | Put options by funds: $392K

0.07% less ownership

Funds ownership: 87.74%87.67% (-0.07%)

4% less funds holding

Funds holding: 138132 (-6)

9% less capital invested

Capital invested by funds: $1.41B → $1.28B (-$127M)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
132
Holders Change
-6
Holders Change %
-4.35%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
36
Reduced
44
Closed
15
Calls
$3.03M
Puts
$392K
Net Calls
+$2.64M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
Stephens Inc
Arkansas
$819K
HAM
52
Harmony Asset Management
Arizona
$795K -$4.95K -82 -0.6%
MML Investors Services
53
MML Investors Services
Massachusetts
$755K +$1.39K +23 +0.2%
SWM
54
Spire Wealth Management
Virginia
$739K
PFS
55
Prospera Financial Services
Texas
$714K +$130K +2,157 +22%
GS
56
GTS Securities
New York
$706K
SAM
57
SignalPoint Asset Management
Missouri
$666K
MWM
58
MinichMacGregor Wealth Management
New York
$654K -$6.58K -109 -1%
IWM
59
IHT Wealth Management
Illinois
$581K -$59.9K -992 -9%
KAS
60
Kestra Advisory Services
Texas
$570K -$48.8K -808 -8%
MIM
61
MTM Investment Management
South Carolina
$558K
SPIA
62
Steward Partners Investment Advisory
New York
$525K -$1.39K -23 -0.3%
LFAS
63
Level Four Advisory Services
Texas
$519K +$10.3K +170 +2%
RIA
64
Realta Investment Advisors
Delaware
$509K -$68.5K -1,135 -12%
KPWS
65
Kestra Private Wealth Services
Texas
$509K -$76.5K -1,267 -13%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$481K +$15.5K +257 +3%
EFP
67
Elser Financial Planning
Indiana
$479K +$483K +8,000 New
RFWA
68
RPg Family Wealth Advisory
Massachusetts
$460K +$85K +1,407 +22%
FAM
69
Family Asset Management
South Carolina
$447K
TRCT
70
Tower Research Capital (TRC)
New York
$445K +$255K +4,224 +132%
KNW
71
Kesler Norman & Wride
Utah
$417K -$11.5K -190 -3%
CA
72
Claro Advisors
Massachusetts
$385K -$17.8K -295 -4%
Comerica Bank
73
Comerica Bank
Texas
$379K -$13.3K -221 -3%
GCP
74
GSA Capital Partners
United Kingdom
$367K +$370K +6,125 New
KA
75
Kovack Advisors
Florida
$364K +$367K +6,077 New