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First Trust Consumer Discretionary AlphaDEX Fund

132 hedge funds and large institutions have $1.28B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

673% more call options, than puts

Call options by funds: $3.03M | Put options by funds: $392K

0.07% less ownership

Funds ownership: 87.74%87.67% (-0.07%)

4% less funds holding

Funds holding: 138132 (-6)

9% less capital invested

Capital invested by funds: $1.41B → $1.28B (-$127M)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
132
Holders Change
-6
Holders Change %
-4.35%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
36
Reduced
44
Closed
15
Calls
$3.03M
Puts
$392K
Net Calls
+$2.64M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
101
Concourse Financial Group Securities
Alabama
$59.9K
Fidelity Investments
102
Fidelity Investments
Massachusetts
$58.3K +$22.3K +370 +61%
NS
103
NBC Securities
Alabama
$39K
AF
104
Allworth Financial
California
$38.5K -$1.51K -25 -4%
FWP
105
FAS Wealth Partners
Kansas
$34.2K +$60 +1 +0.2%
PS
106
Principal Securities
Iowa
$33.8K
PSB
107
Piscataqua Savings Bank
New Hampshire
$27.9K
TAM
108
Tucker Asset Management
Colorado
$26K +$26.2K +434 New
CSB
109
City State Bank
Iowa
$25.5K
BONH
110
Bank of New Hampshire
New Hampshire
$24K
BlackRock
111
BlackRock
New York
$24K
S
112
SignatureFD
Georgia
$24K
PTC
113
Private Trust Company
Ohio
$23.2K
CC
114
Cultivar Capital
Texas
$21.6K +$21.8K +361 New
ACA
115
Aptus Capital Advisors
Alabama
$19.7K
GWANC
116
Guardian Wealth Advisors (North Carolina)
North Carolina
$19.7K
NFSG
117
Newbridge Financial Services Group
Florida
$18.9K
GWM
118
Geneos Wealth Management
Colorado
$16.2K
SAM
119
Smartleaf Asset Management
Massachusetts
$12.9K
Citigroup
120
Citigroup
New York
$12K
GRP
121
Global Retirement Partners
California
$11.1K +$9.96K +165 +825%
MWM
122
Mascoma Wealth Management
New Hampshire
$10.6K
CA
123
Crewe Advisors
Utah
$10.1K +$10.1K +168 New
GWSG
124
GPS Wealth Strategies Group
Colorado
$5.93K
APW
125
Acima Private Wealth
Virginia
$4.49K