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First Trust Consumer Discretionary AlphaDEX Fund

115 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, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

less call options, than puts

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

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

39% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 41

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
115
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
$2.34M
Puts
$2.41M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
101
Global Retirement Partners
California
$10.6K
TFA
102
Transamerica Financial Advisors
Florida
$9.54K
PSFG
103
Park Square Financial Group
Georgia
$9.14K
LFG
104
Larson Financial Group
Missouri
$5.87K
NWM
105
Nova Wealth Management
Florida
$5.8K
Q1WB
106
Quest 10 Wealth Builders
Virginia
$4.37K
BC
107
Broadwater Capital
Massachusetts
$3.21K
BLC
108
Brown, Lisle/Cummings
Rhode Island
$2.39K
MAS
109
MPWM Advisory Solutions
Georgia
$1.36K
TRCT
110
Tower Research Capital (TRC)
New York
$1.3K
PIS
111
POM Investment Strategies
North Carolina
$1.16K
AF
112
Advisornet Financial
Minnesota
$1.03K
KWM
113
Kiker Wealth Management
Georgia
$1.02K
DFA
114
DHJJ Financial Advisors
Illinois
$342
RIA
115
Realta Investment Advisors
Delaware
$35
Citadel Advisors
116
Citadel Advisors
Florida
FTUS
117
Flow Traders U.S.
New York
HighTower Advisors
118
HighTower Advisors
Illinois
TSS
119
Two Sigma Securities
New York
QC
120
Quadrature Capital
United Kingdom
CCMI
121
Creative Capital Management Investments
California
NC
122
NewSquare Capital
Pennsylvania
GWANC
123
Guardian Wealth Advisors (North Carolina)
North Carolina
William Blair & Company
124
William Blair & Company
Illinois
PTC
125
Private Trust Company
Ohio