We are live on ! Find out more
FXD icon

First Trust Consumer Discretionary AlphaDEX Fund

127 hedge funds and large institutions have $1.97B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

320% more call options, than puts

Call options by funds: $760K | Put options by funds: $181K

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

17% more funds holding

Funds holding: 109127 (+18)

1.83% more ownership

Funds ownership: 79.67%81.5% (+1.8%)

4% more capital invested

Capital invested by funds: $1.89B → $1.97B (+$78.8M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
127
Holders Change
+18
Holders Change %
+16.51%
% of All Funds
3.33%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.31%
New
23
Increased
52
Reduced
40
Closed
4
Calls
$760K
Puts
$181K
Net Calls
+$579K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
AW
76
ACG Wealth
Georgia
$592K -$109K -3,094 -15%
VFA
77
Voya Financial Advisors
Connecticut
$582K +$115K +3,289 +24%
VAM
78
Visionary Asset Management
Texas
$572K -$91.2K -2,599 -13%
FIM
79
Freedom Investment Management
Connecticut
$555K +$367K +10,463 +180%
KA
80
Kovack Advisors
Florida
$539K +$208K +5,928 +60%
CPIG
81
Chicago Partners Investment Group
Illinois
$521K +$536K +15,292 New
SS
82
Simplicity Solutions
Minnesota
$495K -$1.16K -33 -0.2%
NPC
83
National Planning Corporation
California
$460K +$49.1K +1,400 +10%
M&T Bank
84
M&T Bank
New York
$428K +$58.3K +1,662 +15%
MC
85
Moors & Cabot
Massachusetts
$418K +$491 +14 +0.1%
HI
86
Horizon Investments
North Carolina
$417K +$37.6K +1,073 +10%
FFS
87
Founders Financial Securities
Maryland
$417K +$41.2K +1,174 +11%
WA
88
WFG Advisors
Texas
$415K +$10.9K +311 +3%
US Bancorp
89
US Bancorp
Minnesota
$395K +$70.2K +2,000 +21%
WF
90
WealthTrust Fairport
Ohio
$389K +$400K +11,405 New
BRWA
91
B. Riley Wealth Advisors
Florida
$385K +$394K +11,245 New
PAG
92
Private Advisor Group
New Jersey
$382K -$194K -5,521 -33%
WS
93
Wedbush Securities
California
$380K +$85.7K +2,443 +28%
V
94
Veritable
Delaware
$379K
Brown Advisory
95
Brown Advisory
Maryland
$368K
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$357K +$10.8K +308 +3%
CAM
97
Concorde Asset Management
Michigan
$336K -$47.6K -1,357 -12%
CA
98
Cetera Advisors
Colorado
$284K -$210K -5,975 -42%
BF
99
BOK Financial
Oklahoma
$237K
ICAS
100
Investors Capital Advisory Services
Massachusetts
$206K -$42.7K -1,216 -17%