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First Trust Consumer Discretionary AlphaDEX Fund

129 hedge funds and large institutions have $1.11B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

507% more capital invested

Capital invested by funds: $182M → $1.11B (+$925M)

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

44% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 27

32.18% more ownership

Funds ownership: 57.98%90.16% (+32%)

12% more funds holding

Funds holding: 115129 (+14)

95% less call options, than puts

Call options by funds: $2.79M | Put options by funds: $50.9M

Holders
129
Holders Change
+14
Holders Change %
+12.17%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
39
Reduced
27
Closed
17
Calls
$2.79M
Puts
$50.9M
Net Calls
-$48.1M
Net Calls Change
+$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KNW
76
Kesler Norman & Wride
Utah
$301K +$304K +5,792 New
ACP
77
Aveo Capital Partners
Colorado
$274K
KCM
78
Kennicott Capital Management
California
$254K -$299K -5,698 -54%
GVAG
79
Great Valley Advisor Group
Delaware
$253K -$43K -819 -14%
AP
80
Atwood & Palmer
Missouri
$233K -$791K -15,080 -77%
SF
81
Synovus Financial
Georgia
$227K
LMKC
82
L.M. Kohn & Company
Ohio
$226K
IAIM
83
International Assets Investment Management
Florida
$222K -$43.6K -832 -16%
MCM
84
MAI Capital Management
Ohio
$216K
SCA
85
Snowden Capital Advisors
New York
$216K -$11.2K -213 -5%
HI
86
Harbour Investments
Wisconsin
$182K -$86.8K -1,655 -32%
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$136K -$25.6K -488 -16%
IA
88
IFP Advisors
Florida
$136K -$332K -6,325 -66%
CTB
89
Country Trust Bank
Illinois
$92.5K -$7.87K -150 -8%
BEI
90
Benjamin Edwards Inc
Missouri
$73K +$73.4K +1,399 New
AAS
91
Ameritas Advisory Services
Nebraska
$56.6K +$57.1K +1,089 New
CSB
92
City State Bank
Iowa
$55K +$55.3K +1,055 New
CFGS
93
Concourse Financial Group Securities
Alabama
$51.9K
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$46.7K -$2.46K -47 -5%
FFA
95
Farther Finance Advisors
California
$46.5K
FFA
96
Founders Financial Alliance
North Carolina
$42.9K -$107K -2,031 -71%
FWP
97
FAS Wealth Partners
Kansas
$29.4K +$105 +2 +0.4%
GWM
98
Geneos Wealth Management
Colorado
$26K
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
$25.9K
PSB
100
Piscataqua Savings Bank
New Hampshire
$24.1K