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First Trust Consumer Discretionary AlphaDEX Fund

116 hedge funds and large institutions have $191M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

747% more call options, than puts

Call options by funds: $661K | Put options by funds: $78K

6.21% more ownership

Funds ownership: 58.12%64.33% (+6.2%)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less capital invested

Capital invested by funds: $192M → $191M (-$982K)

1% less funds holding

Funds holding: 117116 (-1)

59% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 46

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
19
Reduced
46
Closed
14
Calls
$661K
Puts
$78K
Net Calls
+$583K
Net Calls Change
+$653K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
76
O'Shaughnessy Asset Management
Connecticut
$101K -$12.3K -184 -11%
CI
77
CX Institutional
Indiana
$94K -$145K -2,166 -61%
RFG
78
REAP Financial Group
Texas
$84.3K -$26K -387 -24%
BlackRock
79
BlackRock
New York
$76.7K
Fidelity Investments
80
Fidelity Investments
Massachusetts
$74.9K -$25K -372 -25%
N
81
Natixis
France
$67.8K -$1.88K -28 -3%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$67K -$939 -14 -1%
HI
83
Harbour Investments
Wisconsin
$52K +$2.01K +30 +4%
FWP
84
FAS Wealth Partners
Kansas
$39.6K +$67 +1 +0.2%
National Bank of Canada
85
National Bank of Canada
Quebec, Canada
$37.6K
AP
86
Atwood & Palmer
Missouri
$37.3K
SWM
87
SHP Wealth Management
Massachusetts
$36.2K +$35.6K +530 New
PSB
88
Piscataqua Savings Bank
New Hampshire
$31.8K
CSB
89
City State Bank
Iowa
$29.1K
AWM
90
AE Wealth Management
Kansas
$27.6K
S
91
SignatureFD
Georgia
$27.3K
NS
92
NBC Securities
Alabama
$25.2K
GWM
93
Geneos Wealth Management
Colorado
$22K +$10.2K +152 +89%
NFSG
94
Newbridge Financial Services Group
Florida
$21.5K
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$21.3K +$3.35K +50 +19%
ACA
96
Aptus Capital Advisors
Alabama
$19.3K
GI
97
GAMMA Investing
California
$18.4K
US Bancorp
98
US Bancorp
Minnesota
$15K
SAM
99
Smartleaf Asset Management
Massachusetts
$14.9K
Citigroup
100
Citigroup
New York
$13.7K