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First Trust Consumer Discretionary AlphaDEX Fund

124 hedge funds and large institutions have $481M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 52 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

55% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 33

65% less capital invested

Capital invested by funds: $1.39B → $481M (-$907M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
124
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
$2.83M
Puts
$306K
Net Calls
Net Calls Change

Top Buyers

1 +$127M
2 +$20.4M
3 +$14.4M
4
Citigroup
Citigroup
New York
+$10M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
S
101
SignatureFD
Georgia
$23.2K
PTC
102
Private Trust Company
Ohio
$22.4K
NC
103
NewSquare Capital
Pennsylvania
$22K
ACA
104
Aptus Capital Advisors
Alabama
$18.7K
NFSG
105
Newbridge Financial Services Group
Florida
$18.2K
GWANC
106
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.4K
WSFS
107
Wilmington Savings Fund Society
Delaware
$15.1K
US Bancorp
108
US Bancorp
Minnesota
$14.3K
SAM
109
Smartleaf Asset Management
Massachusetts
$12.4K
William Blair & Company
110
William Blair & Company
Illinois
$11.9K
MWM
111
Mascoma Wealth Management
New Hampshire
$10.2K
Russell Investments Group
112
Russell Investments Group
United Kingdom
$10.1K
TFA
113
Transamerica Financial Advisors
Florida
$9K
PSFG
114
Park Square Financial Group
Georgia
$7.76K
T
115
Transce3nd
Texas
$6.02K
Bessemer Group
116
Bessemer Group
New Jersey
$6K
NWM
117
Nova Wealth Management
Florida
$4.92K
APW
118
Acima Private Wealth
Virginia
$4.34K
KWM
119
Kiker Wealth Management
Georgia
$3.82K
Q1WB
120
Quest 10 Wealth Builders
Virginia
$3.71K
BLC
121
Brown, Lisle/Cummings
Rhode Island
$2.03K
PIS
122
POM Investment Strategies
North Carolina
$984
DFA
123
DHJJ Financial Advisors
Illinois
$290
RIA
124
Realta Investment Advisors
Delaware
$30
First Trust Advisors
125
First Trust Advisors
Illinois