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First Trust Consumer Discretionary AlphaDEX Fund

125 hedge funds and large institutions have $481M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 52 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

825% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $306K

14% less funds holding

Funds holding: 145125 (-20)

50% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 52

51.87% less ownership

Funds ownership: 88.37%36.5% (-52%)

55% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 33

65% less capital invested

Capital invested by funds: $1.39B → $481M (-$907M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
125
Holders Change
-20
Holders Change %
-13.79%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
26
Reduced
52
Closed
33
Calls
$2.83M
Puts
$306K
Net Calls
+$2.53M
Net Calls Change
+$4.11M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
51
Farther Finance Advisors
California
$644K +$700K +11,037 New
RFWA
52
RPg Family Wealth Advisory
Massachusetts
$623K +$682K +10,765 New
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$560K -$121K -1,902 -16%
MIM
54
MTM Investment Management
South Carolina
$544K
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$512K -$99.2K -1,564 -15%
KAS
56
Kestra Advisory Services
Texas
$489K -$61.1K -964 -10%
SPIA
57
Steward Partners Investment Advisory
New York
$484K -$16.4K -259 -3%
KPWS
58
Kestra Private Wealth Services
Texas
$470K -$42.4K -669 -8%
SFA
59
Sequoia Financial Advisors
Ohio
$467K +$512K +8,073 New
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$454K -$5.07K -80 -1%
IWM
61
IHT Wealth Management
Illinois
$438K -$1.77K -28 -0.4%
Verition Fund Management
62
Verition Fund Management
Connecticut
$412K +$451K +7,115 New
LS
63
Leelyn Smith
Illinois
$402K +$50.8K +802 +13%
MCM
64
MAI Capital Management
Ohio
$400K -$139K -2,198 -24%
CWA
65
Capital Wealth Alliance
Arizona
$377K -$838K -13,221 -67%
LFAS
66
Level Four Advisory Services
Texas
$364K -$23.6K -372 -6%
OMC
67
Old Mission Capital
Illinois
$324K +$355K +5,601 New
KFGK
68
Keystone Financial Group (Kentucky)
Kentucky
$315K -$16.7K -263 -5%
ASN
69
Advisory Services Network
Georgia
$299K -$16.4M -258,536 -98%
MQWP
70
Morey & Quinn Wealth Partners
Nebraska
$291K -$3.8K -60 -1%
SCA
71
Snowden Capital Advisors
New York
$289K +$55.6K +877 +21%
P
72
&Partners
Tennessee
$283K +$33.9K +535 +12%
OC
73
Oppenheimer & Co
New York
$253K -$8.43K -133 -3%
N
74
Natixis
France
$245K -$571 -9 -0.2%
SWP
75
Stratos Wealth Partners
Ohio
$236K -$6.91K -109 -3%