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First Trust Consumer Discretionary AlphaDEX Fund

116 hedge funds and large institutions have $191M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

747% more call options, than puts

Call options by funds: $661K | Put options by funds: $78K

6.21% more ownership

Funds ownership: 58.12%64.33% (+6.2%)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less capital invested

Capital invested by funds: $192M → $191M (-$982K)

1% less funds holding

Funds holding: 117116 (-1)

59% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 46

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
19
Reduced
46
Closed
14
Calls
$661K
Puts
$78K
Net Calls
+$583K
Net Calls Change
+$653K
Name Holding Trade Value Shares
Change
Change in
Stake
HHCP
51
Hilton Head Capital Partners
South Carolina
$383K +$376K +5,599 New
LFAS
52
Level Four Advisory Services
Texas
$382K -$26.7K -398 -7%
MQWP
53
Morey & Quinn Wealth Partners
Nebraska
$344K
Creative Planning
54
Creative Planning
Kansas
$334K -$7.11K -106 -2%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$333K
SWP
56
Stratos Wealth Partners
Ohio
$308K -$6.58K -98 -2%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$291K +$276K +4,108 New
Mariner
58
Mariner
Kansas
$276K +$271K +4,033 New
SCA
59
Snowden Capital Advisors
New York
$270K
PFPG
60
Pinnacle Financial Partners (Georgia)
Georgia
$268K +$263K +3,925 New
BA
61
Ballew Advisors
Mississippi
$262K
SPIA
62
Steward Partners Investment Advisory
New York
$260K
MCM
63
MAI Capital Management
Ohio
$254K -$118K -1,758 -32%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$253K +$20.4K +304 +9%
CWA
65
Capital Wealth Alliance
Arizona
$232K -$49.1K -732 -18%
OC
66
Oppenheimer & Co
New York
$230K -$57.6K -859 -20%
TA
67
TruWealth Advisors
Louisiana
$223K
IAIM
68
International Assets Investment Management
Florida
$213K -$13.6K -202 -6%
TWM
69
Topsail Wealth Management
North Carolina
$160K +$2.08K +31 +1%
Comerica Bank
70
Comerica Bank
Texas
$159K -$4.5K -67 -3%
IA
71
IFP Advisors
Florida
$145K -$2.08K -31 -1%
FFA
72
Founders Financial Alliance
North Carolina
$131K -$82.1K -1,224 -39%
SIS
73
Sound Income Strategies
Florida
$121K +$114K +1,699 New
RWM
74
RMG Wealth Management
Wisconsin
$109K +$32.6K +486 New
CA
75
CoreCap Advisors
Michigan
$104K -$45.6K -680 -31%