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First Trust Consumer Discretionary AlphaDEX Fund

98 hedge funds and large institutions have $239M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% less funds holding

Funds holding: 9998 (-1)

1.49% less ownership

Funds ownership: 61.34%59.85% (-1.5%)

12% less capital invested

Capital invested by funds: $271M → $239M (-$31.8M)

69% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 51

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
51
Closed
7
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52K -$3.52K -96 -6%
GWM
77
Geneos Wealth Management
Colorado
$42K -$5.06K -138 -11%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$30K -$9.98K -272 -25%
Creative Planning
79
Creative Planning
Kansas
$28K
MWM
80
MinichMacGregor Wealth Management
New York
$25K
AIM
81
Advantage Investment Management
Iowa
$24K
TFA
82
Transamerica Financial Advisors
Florida
$21K -$7.04K -192 -25%
FANJ
83
Financial Architects (New Jersey)
New Jersey
$21K -$1.87K -51 -8%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$19K -$19.6K -535 -52%
US Bancorp
85
US Bancorp
Minnesota
$18K
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$18K +$17.6K +480 New
TIM
87
Tortoise Investment Management
New York
$17K
FCB
88
First Command Bank
Texas
$13K
FCFS
89
First Command Financial Services
Texas
$13K
AA
90
AlphaMark Advisors
Kentucky
$9K -$5.5K -150 -38%
WIM
91
Westside Investment Management
California
$8.87K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$8K
MWM
93
Mascoma Wealth Management
New Hampshire
$7K
BWM
94
Baystate Wealth Management
Massachusetts
$6K +$37 +1 +0.6%
BWA
95
BDO Wealth Advisors
Florida
$6K +$5.54K +151 New
NFG
96
Next Financial Group
Texas
$5K
IWM
97
IHT Wealth Management
Illinois
$36
TH
98
Timber Hill
Connecticut
-$300K -8,149 Closed
AGM
99
Alpine Global Management
New York
-$279K -7,584 Closed
HCA
100
Harbour Capital Advisors
Virginia
-$34.6K -941 Closed