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First Trust Consumer Discretionary AlphaDEX Fund

125 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

825% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $306K

14% less funds holding

Funds holding: 145125 (-20)

50% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 52

51.87% less ownership

Funds ownership: 88.37%36.5% (-52%)

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
125
Holders Change
-20
Holders Change %
-13.79%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
26
Reduced
52
Closed
33
Calls
$2.83M
Puts
$306K
Net Calls
+$2.53M
Net Calls Change
+$4.11M
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 -$20.5M -323,620 -100%
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 -$16.2K -256 -51%
SAM
109
Smartleaf Asset Management
Massachusetts
$12.4K
William Blair & Company
110
William Blair & Company
Illinois
$11.9K +$4.82K +76 +58%
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 -$2.3M -36,301 -100%
PSFG
114
Park Square Financial Group
Georgia
$7.76K
T
115
Transce3nd
Texas
$6.02K
Bessemer Group
116
Bessemer Group
New Jersey
$6K +$6.47K +102 New
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
BC
121
Broadwater Capital
Massachusetts
$2.72K
BLC
122
Brown, Lisle/Cummings
Rhode Island
$2.03K
PIS
123
POM Investment Strategies
North Carolina
$984
DFA
124
DHJJ Financial Advisors
Illinois
$290
RIA
125
Realta Investment Advisors
Delaware
$30 -$580K -9,156 -100%