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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
Citigroup
101
Citigroup
New York
$12.7K
PTC
102
Private Trust Company
Ohio
$11.4K
MWM
103
Mascoma Wealth Management
New Hampshire
$11.2K
Russell Investments Group
104
Russell Investments Group
United Kingdom
$11.1K
HFS
105
Hughes Financial Services
Virginia
$10.5K
TFA
106
Transamerica Financial Advisors
Florida
$8.98K
PSFG
107
Park Square Financial Group
Georgia
$8.5K
GRP
108
Global Retirement Partners
California
$8.37K
T
109
Transce3nd
Texas
$6.6K
NWM
110
Nova Wealth Management
Florida
$5.39K
APW
111
Acima Private Wealth
Virginia
$4.76K
AAP
112
Arax Advisory Partners
Colorado
$4.63K
TSMHT
113
Thurston Springer Miller Herd & Titak
Indiana
$3.04K
BLC
114
Brown, Lisle/Cummings
Rhode Island
$2.22K
MAS
115
MPWM Advisory Solutions
Georgia
$1.27K
PIS
116
POM Investment Strategies
North Carolina
$1.08K
CAL
117
Capital Analysts LLC
Pennsylvania
$1K
AF
118
Advisornet Financial
Minnesota
$955
KWM
119
Kiker Wealth Management
Georgia
$952
SWM
120
Spire Wealth Management
Virginia
$571
DFA
121
DHJJ Financial Advisors
Illinois
$318
RIA
122
Realta Investment Advisors
Delaware
$32
Millennium Management
123
Millennium Management
New York
WWA
124
WCG Wealth Advisors
Nevada
VAS
125
Vestmark Advisory Solutions
Massachusetts