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First Trust Consumer Discretionary AlphaDEX Fund

122 hedge funds and large institutions have $201M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

58% less capital invested

Capital invested by funds: $481M → $201M (-$279M)

77% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 60

Holders
122
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.01M
Puts
$642K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$64.8K
AAS
77
Ameritas Advisory Services
Nebraska
$58.6K
AF
78
Allworth Financial
California
$51.2K
HI
79
Harbour Investments
Wisconsin
$48.6K
FWP
80
FAS Wealth Partners
Kansas
$36.7K
PS
81
Principal Securities
Iowa
$35.8K
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$34.9K
AP
83
Atwood & Palmer
Missouri
$34.6K
PSB
84
Piscataqua Savings Bank
New Hampshire
$29.5K
CSB
85
City State Bank
Iowa
$27K
AWM
86
AE Wealth Management
Kansas
$25.6K
S
87
SignatureFD
Georgia
$25.4K
CCMI
88
Creative Capital Management Investments
California
$25.4K
NC
89
NewSquare Capital
Pennsylvania
$24.1K
NS
90
NBC Securities
Alabama
$23K
NFSG
91
Newbridge Financial Services Group
Florida
$20K
ACA
92
Aptus Capital Advisors
Alabama
$18K
GWANC
93
Guardian Wealth Advisors (North Carolina)
North Carolina
$18K
GI
94
GAMMA Investing
California
$17.1K
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$16.6K
WSFS
96
Wilmington Savings Fund Society
Delaware
$16.5K
US Bancorp
97
US Bancorp
Minnesota
$13.9K
SAM
98
Smartleaf Asset Management
Massachusetts
$13.7K
GWM
99
Geneos Wealth Management
Colorado
$13.4K
William Blair & Company
100
William Blair & Company
Illinois
$13.1K