We are live on ! Find out more
FXD icon

First Trust Consumer Discretionary AlphaDEX Fund

129 hedge funds and large institutions have $1.11B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

507% more capital invested

Capital invested by funds: $182M → $1.11B (+$925M)

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

44% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 27

32.18% more ownership

Funds ownership: 57.98%90.16% (+32%)

12% more funds holding

Funds holding: 115129 (+14)

95% less call options, than puts

Call options by funds: $2.79M | Put options by funds: $50.9M

Holders
129
Holders Change
+14
Holders Change %
+12.17%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
39
Reduced
27
Closed
17
Calls
$2.79M
Puts
$50.9M
Net Calls
-$48.1M
Net Calls Change
+$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
101
Belpointe Asset Management
Nevada
$21.8K -$7.66K -146 -26%
AWM
102
Accel Wealth Management
Iowa
$21.1K +$52 +1 +0.2%
BONH
103
Bank of New Hampshire
New Hampshire
$20.8K
BlackRock
104
BlackRock
New York
$20.8K
BBHC
105
Brown Brothers Harriman & Co
New York
$20.8K
S
106
SignatureFD
Georgia
$20.8K
ACA
107
Aptus Capital Advisors
Alabama
$18.3K
GWANC
108
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.3K
NFSG
109
Newbridge Financial Services Group
Florida
$16.4K +$16.5K +315 New
APW
110
Acima Private Wealth
Virginia
$15.6K
RFA
111
Register Financial Advisors
Georgia
$14.4K -$4.88K -93 -25%
TAM
112
Tucker Asset Management
Colorado
$11.7K +$11.9K +226 New
Citigroup
113
Citigroup
New York
$10.4K
MWM
114
Mascoma Wealth Management
New Hampshire
$9.24K
GRP
115
Global Retirement Partners
California
$8.99K +$7.55K +144 +480%
TFGT
116
TS Financial Group (TSFG)
Illinois
$8K
SSB
117
Sandy Spring Bank
Maryland
$7.53K
BCMLT
118
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.06K
AWM
119
Avior Wealth Management
Nebraska
$6.54K +$5.4K +103 +448%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$5.56K -$3.15K -60 -36%
GWSG
121
GPS Wealth Strategies Group
Colorado
$5.14K +$5.19K +99 New
TRCT
122
Tower Research Capital (TRC)
New York
$5K -$1.09M -20,712 -100%
CWA
123
Clearview Wealth Advisors
Oregon
$4.29K
WIM
124
Westside Investment Management
California
$3.17K -$3.67K -70 -53%
PTC
125
Private Trust Company
Ohio
$2.96K