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First Trust Consumer Discretionary AlphaDEX Fund

125 hedge funds and large institutions have $481M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 52 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

825% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $306K

14% less funds holding

Funds holding: 145125 (-20)

50% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 52

51.87% less ownership

Funds ownership: 88.37%36.5% (-52%)

55% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 33

65% less capital invested

Capital invested by funds: $1.39B → $481M (-$907M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
125
Holders Change
-20
Holders Change %
-13.79%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
26
Reduced
52
Closed
33
Calls
$2.83M
Puts
$306K
Net Calls
+$2.53M
Net Calls Change
+$4.11M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
76
Synovus Financial
Georgia
$227K
RPGK
77
Retirement Planning Group (Kansas)
Kansas
$224K +$245K +3,865 New
TWM
78
Topsail Wealth Management
North Carolina
$218K
PA
79
PFG Advisors
Arizona
$202K -$58.2K -918 -21%
CA
80
CoreCap Advisors
Michigan
$188K -$1.58K -25 -0.8%
FFA
81
Founders Financial Alliance
North Carolina
$177K +$9.64K +152 +5%
Comerica Bank
82
Comerica Bank
Texas
$167K +$13.4K +212 +8%
RFG
83
REAP Financial Group
Texas
$149K -$34.7K -548 -18%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$140K +$101K +1,601 +190%
IA
85
IFP Advisors
Florida
$129K
BlackRock
86
BlackRock
New York
$69.5K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$55.7K +$2.92K +46 +5%
AF
88
Allworth Financial
California
$46.4K +$63 +1 +0.1%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$45.1K +$4.95K +78 +11%
HI
90
Harbour Investments
Wisconsin
$44.3K -$477K -7,523 -91%
GWM
91
Geneos Wealth Management
Colorado
$36.6K +$26.8K +422 +200%
PS
92
Principal Securities
Iowa
$36.5K
NS
93
NBC Securities
Alabama
$34K +$37.3K +588 New
FWP
94
FAS Wealth Partners
Kansas
$33.4K +$63 +1 +0.2%
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$31.8K
AP
96
Atwood & Palmer
Missouri
$31.6K
PSB
97
Piscataqua Savings Bank
New Hampshire
$26.9K
CSB
98
City State Bank
Iowa
$24.6K
AWM
99
AE Wealth Management
Kansas
$23.3K -$1.52K -24 -6%
BONH
100
Bank of New Hampshire
New Hampshire
$23.2K