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First Trust Consumer Discretionary AlphaDEX Fund

169 hedge funds and large institutions have $1.31B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more ownership

Funds ownership: 83.29%84.28% (+1%)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

2% less funds holding

Funds holding: 172169 (-3)

20% less capital invested

Capital invested by funds: $1.63B → $1.31B (-$327M)

38% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 77

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

90% less call options, than puts

Call options by funds: $2.53M | Put options by funds: $24.7M

Holders
169
Holders Change
-3
Holders Change %
-1.74%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
48
Reduced
77
Closed
17
Calls
$2.53M
Puts
$24.7M
Net Calls
-$22.2M
Net Calls Change
+$9.69M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$680K -$37K -650 -5%
LFAS
77
Level Four Advisory Services
Texas
$664K -$48K -845 -6%
GVAG
78
Great Valley Advisor Group
Delaware
$662K -$36.7K -646 -6%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$624K +$9.49K +167 +1%
FEG
80
Financial Enhancement Group
Indiana
$616K -$4.44M -78,030 -87%
SAM
81
Secure Asset Management
Michigan
$616K -$374K -6,573 -37%
KCM
82
Kennicott Capital Management
California
$601K -$512K -9,015 -45%
IA
83
IFG Advisory
Georgia
$561K +$14K +246 +2%
RIA
84
Realta Investment Advisors
Delaware
$546K +$24.4K +430 +4%
RFWA
85
RPg Family Wealth Advisory
Massachusetts
$545K +$102K +1,789 +22%
AWA
86
Arkadios Wealth Advisors
Georgia
$543K +$241K +4,234 +74%
DADC
87
D.A. Davidson & Co
Montana
$533K -$11.7M -205,927 -95%
WFA
88
WMG Financial Advisors
Tennessee
$532K +$87.8K +1,545 +19%
CA
89
Cetera Advisors
Colorado
$531K -$587K -10,323 -51%
WEG
90
World Equity Group
Illinois
$531K +$554K +9,739 New
Jane Street
91
Jane Street
New York
$515K -$4.71M -82,790 -90%
WS
92
Wedbush Securities
California
$508K -$463K -8,146 -47%
PA
93
PFG Advisors
Arizona
$488K +$89.5K +1,574 +21%
ACS
94
Archford Capital Strategies
Illinois
$467K -$99.4K -1,748 -17%
WB
95
WesBanco Bank
West Virginia
$457K
Bank of New York Mellon
96
Bank of New York Mellon
New York
$436K +$30.3K +533 +7%
KPW
97
Kore Private Wealth
New York
$436K +$455K +8,000 New
SWM
98
SeaCrest Wealth Management
New York
$419K +$341 +6 +0.1%
GM
99
GeoWealth Management
Illinois
$415K +$23.9K +420 +6%
CRI
100
Colonial River Investments
Virginia
$335K -$4.26K -75 -1%