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First Trust Consumer Discretionary AlphaDEX Fund

105 hedge funds and large institutions have $320M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more call options, than puts

Call options by funds: $10K | Put options by funds: $1K

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

5% more funds holding

Funds holding: 100105 (+5)

0.67% more ownership

Funds ownership: 63.38%64.05% (+0.67%)

1% more capital invested

Capital invested by funds: $319M → $320M (+$1.74M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
27
Reduced
39
Closed
10
Calls
$10K
Puts
$1K
Net Calls
+$9K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
76
Sandy Spring Bank
Maryland
$54K -$22.6K -530 -29%
RFWA
77
RPg Family Wealth Advisory
Massachusetts
$47.6K -$13.7K -320 -22%
GWM
78
Geneos Wealth Management
Colorado
$47K
WEC
79
Winslow Evans & Crocker
Massachusetts
$45.1K
MWM
80
MinichMacGregor Wealth Management
New York
$28K
SEI Investments
81
SEI Investments
Pennsylvania
$28K
BWP
82
Baldwin Wealth Partners
Massachusetts
$28K +$29.5K +690 New
AIM
83
Advantage Investment Management
Iowa
$26K
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22K +$16.5K +387 +255%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$21K
US Bancorp
86
US Bancorp
Minnesota
$20K
WWMSC
87
Wagner Wealth Management (South Carolina)
South Carolina
$20K
TIM
88
Tortoise Investment Management
New York
$19K
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$16K
SAM
90
Shamrock Asset Management
Texas
$16K +$16.7K +392 New
S
91
SignatureFD
Georgia
$16K +$17.1K +400 New
TFA
92
Transamerica Financial Advisors
Florida
$15K -$3.46K -81 -18%
SPIA
93
Steward Partners Investment Advisory
New York
$13K
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$12K
NC
95
NewSquare Capital
Pennsylvania
$10K
WIM
96
Westside Investment Management
California
$9.69K
APA
97
American Portfolios Advisors
New York
$8.39K -$5.98K -140 -41%
AA
98
AlphaMark Advisors
Kentucky
$8K -$2.14K -50 -20%
ASN
99
Advisory Services Network
Georgia
$7K -$16.5K -387 -68%
BWM
100
Baystate Wealth Management
Massachusetts
$7K