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First Trust Consumer Discretionary AlphaDEX Fund

117 hedge funds and large institutions have $192M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less call options, than puts

Call options by funds: $2.34M | Put options by funds: $2.41M

4.19% less ownership

Funds ownership: 62.31%58.12% (-4.2%)

6% less funds holding

Funds holding: 124117 (-7)

6% less capital invested

Capital invested by funds: $204M → $192M (-$11.9M)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

43% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 44

Holders
117
Holders Change
-7
Holders Change %
-5.65%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
25
Reduced
44
Closed
17
Calls
$2.34M
Puts
$2.41M
Net Calls
-$70K
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$100K +$29.9K +446 +44%
BlackRock
77
BlackRock
New York
$76.5K -$5.23K -78 -7%
N
78
Natixis
France
$69.2K -$196K -2,927 -74%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$68K -$6.97K -104 -9%
AAS
80
Ameritas Advisory Services
Nebraska
$63.1K +$67 +1 +0.1%
AF
81
Allworth Financial
California
$51.6K -$3.49K -52 -6%
HI
82
Harbour Investments
Wisconsin
$49.8K -$2.41K -36 -5%
FWP
83
FAS Wealth Partners
Kansas
$39.5K +$67 +1 +0.2%
PS
84
Principal Securities
Iowa
$38.5K
National Bank of Canada
85
National Bank of Canada
Quebec, Canada
$37.5K
AP
86
Atwood & Palmer
Missouri
$37.2K
PSB
87
Piscataqua Savings Bank
New Hampshire
$31.7K
CSB
88
City State Bank
Iowa
$29K
AWM
89
AE Wealth Management
Kansas
$27.5K
S
90
SignatureFD
Georgia
$27.3K
NS
91
NBC Securities
Alabama
$25.1K
NFSG
92
Newbridge Financial Services Group
Florida
$21.5K
ACA
93
Aptus Capital Advisors
Alabama
$19.3K
GI
94
GAMMA Investing
California
$18.4K
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$17.9K
WSFS
96
Wilmington Savings Fund Society
Delaware
$17.7K
US Bancorp
97
US Bancorp
Minnesota
$14.9K
SAM
98
Smartleaf Asset Management
Massachusetts
$14.9K
Citigroup
99
Citigroup
New York
$13.6K
Russell Investments Group
100
Russell Investments Group
United Kingdom
$13.4K +$1.48K +22 +13%