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First Trust Consumer Discretionary AlphaDEX Fund

132 hedge funds and large institutions have $1.28B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

673% more call options, than puts

Call options by funds: $3.03M | Put options by funds: $392K

0.07% less ownership

Funds ownership: 87.74%87.67% (-0.07%)

4% less funds holding

Funds holding: 138132 (-6)

9% less capital invested

Capital invested by funds: $1.41B → $1.28B (-$127M)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
132
Holders Change
-6
Holders Change %
-4.35%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
36
Reduced
44
Closed
15
Calls
$3.03M
Puts
$392K
Net Calls
+$2.64M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
PFG Advisors
Arizona
$342K +$3.56K +59 +1%
HI
77
Harbour Investments
Wisconsin
$289K +$101K +1,676 +53%
IAIM
78
International Assets Investment Management
Florida
$286K +$25.7K +426 +10%
OC
79
Oppenheimer & Co
New York
$273K -$7.43K -123 -3%
KCM
80
Kennicott Capital Management
California
$267K
CA
81
CoreCap Advisors
Michigan
$255K -$1.63K -27 -0.6%
SWP
82
Stratos Wealth Partners
Ohio
$252K +$121 +2 +0%
SCA
83
Snowden Capital Advisors
New York
$249K
IP
84
Ignite Planners
California
$248K -$50.5K -836 -17%
D.E. Shaw & Co
85
D.E. Shaw & Co
New York
$246K +$248K +4,103 New
RFG
86
REAP Financial Group
Texas
$239K -$43.3K -717 -15%
DC
87
Davenport & Co
Virginia
$237K -$1.6M -26,510 -87%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$235K
SF
89
Synovus Financial
Georgia
$226K -$25.1K -416 -10%
BA
90
Ballew Advisors
Mississippi
$219K
MWS
91
Maxwell Wealth Strategies
California
$218K
FTUS
92
Flow Traders U.S.
New York
$215K +$216K +3,583 New
GLA
93
Great Lakes Advisors
Illinois
$207K -$99.6K -1,649 -32%
Citadel Advisors
94
Citadel Advisors
Florida
$203K -$75.6K -1,252 -27%
FFA
95
Founders Financial Alliance
North Carolina
$175K -$17.3K -287 -9%
BEI
96
Benjamin Edwards Inc
Missouri
$173K +$19.4K +322 +13%
IA
97
IFP Advisors
Florida
$134K -$11.5K -190 -8%
CI
98
CX Institutional
Indiana
$83.6K +$84.3K +1,396 New
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$73.5K +$10K +166 +16%
AP
100
Atwood & Palmer
Missouri
$61.1K -$111K -1,830 -64%