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First Trust Consumer Discretionary AlphaDEX Fund

169 hedge funds and large institutions have $1.31B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more ownership

Funds ownership: 83.29%84.28% (+1%)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

2% less funds holding

Funds holding: 172169 (-3)

20% less capital invested

Capital invested by funds: $1.63B → $1.31B (-$327M)

38% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 77

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

90% less call options, than puts

Call options by funds: $2.53M | Put options by funds: $24.7M

Holders
169
Holders Change
-3
Holders Change %
-1.74%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
48
Reduced
77
Closed
17
Calls
$2.53M
Puts
$24.7M
Net Calls
-$22.2M
Net Calls Change
+$9.69M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
101
American Portfolios Advisors
New York
$334K +$325K +5,717 +1,358%
Citigroup
102
Citigroup
New York
$333K +$44.4K +781 +15%
Goldman Sachs
103
Goldman Sachs
New York
$320K -$154K -2,717 -32%
SCFS
104
S.C. Financial Services
Arizona
$315K -$8.3K -146 -2%
KA
105
Kovack Advisors
Florida
$300K +$70.9K +1,247 +29%
MCC
106
Money Concepts Capital
Florida
$294K -$8.04M -141,484 -96%
CA
107
Claro Advisors
Massachusetts
$292K
SWP
108
Stratos Wealth Partners
Ohio
$278K -$4.57M -80,367 -94%
PFA
109
Pinnacle Family Advisors
Missouri
$276K -$460K -8,084 -61%
AWM
110
Axxcess Wealth Management
California
$271K +$29.3K +515 +12%
LMKC
111
L.M. Kohn & Company
Ohio
$271K +$282K +4,962 New
P
112
&Partners
Tennessee
$270K -$281K -4,951 -50%
BRWA
113
B. Riley Wealth Advisors
Florida
$267K -$4.21K -74 -1%
FFN
114
Focus Financial Network
Minnesota
$262K +$273K +4,810 New
Renaissance Technologies
115
Renaissance Technologies
New York
$256K +$267K +4,700 New
SF
116
Synovus Financial
Georgia
$244K
IAIM
117
International Assets Investment Management
Florida
$243K +$57 +1 +0%
ECA
118
Elevated Capital Advisors
Utah
$235K +$245K +4,312 New
MCM
119
MAI Capital Management
Ohio
$224K
PPWM
120
Paragon Private Wealth Management
Kentucky
$220K -$1.55M -27,214 -86%
HWM
121
Holloway Wealth Management
Florida
$219K
ATC
122
Argent Trust Co
Tennessee
$212K
BA
123
Ballew Advisors
Mississippi
$204K
CFGS
124
Concourse Financial Group Securities
Alabama
$193K -$310K -5,461 -61%
FFA
125
Founders Financial Alliance
North Carolina
$190K +$7.39K +130 +4%