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First Trust Consumer Discretionary AlphaDEX Fund

117 hedge funds and large institutions have $192M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less call options, than puts

Call options by funds: $2.34M | Put options by funds: $2.41M

4.19% less ownership

Funds ownership: 62.31%58.12% (-4.2%)

6% less funds holding

Funds holding: 124117 (-7)

6% less capital invested

Capital invested by funds: $204M → $192M (-$11.9M)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

43% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 44

Holders
117
Holders Change
-7
Holders Change %
-5.65%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
25
Reduced
44
Closed
17
Calls
$2.34M
Puts
$2.41M
Net Calls
-$70K
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$341K +$18.6K +278 +6%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$332K -$285K -4,246 -47%
SWP
53
Stratos Wealth Partners
Ohio
$314K +$35K +522 +13%
NI
54
Natural Investments
California
$310K +$138K +2,054 New
OC
55
Oppenheimer & Co
New York
$288K -$7.04K -105 -2%
CWA
56
Capital Wealth Alliance
Arizona
$272K -$148K -2,204 -36%
SCA
57
Snowden Capital Advisors
New York
$269K -$12.1K -180 -4%
SF
58
Synovus Financial
Georgia
$268K
SPIA
59
Steward Partners Investment Advisory
New York
$260K -$196K -2,930 -43%
P
60
&Partners
Tennessee
$258K +$134 +2 +0.1%
BA
61
Ballew Advisors
Mississippi
$242K
CI
62
CX Institutional
Indiana
$242K +$31.1K +464 +15%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$232K +$228K +3,396 New
Two Sigma Investments
64
Two Sigma Investments
New York
$225K +$221K +3,300 New
TA
65
TruWealth Advisors
Louisiana
$223K
IAIM
66
International Assets Investment Management
Florida
$214K
FFA
67
Founders Financial Alliance
North Carolina
$214K +$56.9K +849 +37%
SG
68
StoneX Group
New York
$204K -$28.6K -427 -13%
ASN
69
Advisory Services Network
Georgia
$182K +$179K +2,671 New
Comerica Bank
70
Comerica Bank
Texas
$163K
TWM
71
Topsail Wealth Management
North Carolina
$157K
CA
72
CoreCap Advisors
Michigan
$150K -$59.8K -892 -29%
IA
73
IFP Advisors
Florida
$147K -$37.4K -558 -21%
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$113K +$111K +1,662 New
RFG
75
REAP Financial Group
Texas
$111K +$1.54K +23 +1%