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First Trust Consumer Discretionary AlphaDEX Fund

124 hedge funds and large institutions have $201M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

58% less capital invested

Capital invested by funds: $481M → $201M (-$279M)

77% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 60

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
$3.01M
Puts
$642K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
101
William Blair & Company
Illinois
$13.1K
Citigroup
102
Citigroup
New York
$12.7K
PTC
103
Private Trust Company
Ohio
$11.4K
MWM
104
Mascoma Wealth Management
New Hampshire
$11.2K
Russell Investments Group
105
Russell Investments Group
United Kingdom
$11.1K
HFS
106
Hughes Financial Services
Virginia
$10.5K
TFA
107
Transamerica Financial Advisors
Florida
$8.98K
PSFG
108
Park Square Financial Group
Georgia
$8.5K
GRP
109
Global Retirement Partners
California
$8.37K
T
110
Transce3nd
Texas
$6.6K
NWM
111
Nova Wealth Management
Florida
$5.39K
APW
112
Acima Private Wealth
Virginia
$4.76K
AAP
113
Arax Advisory Partners
Colorado
$4.63K
Q1WB
114
Quest 10 Wealth Builders
Virginia
$4.06K
TSMHT
115
Thurston Springer Miller Herd & Titak
Indiana
$3.04K
BLC
116
Brown, Lisle/Cummings
Rhode Island
$2.22K
MAS
117
MPWM Advisory Solutions
Georgia
$1.27K
PIS
118
POM Investment Strategies
North Carolina
$1.08K
CAL
119
Capital Analysts LLC
Pennsylvania
$1K
AF
120
Advisornet Financial
Minnesota
$955
KWM
121
Kiker Wealth Management
Georgia
$952
SWM
122
Spire Wealth Management
Virginia
$571
DFA
123
DHJJ Financial Advisors
Illinois
$318
RIA
124
Realta Investment Advisors
Delaware
$32
Millennium Management
125
Millennium Management
New York