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First Trust Consumer Discretionary AlphaDEX Fund

121 hedge funds and large institutions have $200M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
13
Reduced
60
Closed
18
Calls
$3.01M
Puts
$642K
Net Calls
+$2.37M
Net Calls Change
-$161K
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
101
Private Trust Company
Ohio
$11.4K -$13.1K -207 -53%
MWM
102
Mascoma Wealth Management
New Hampshire
$11.2K
Russell Investments Group
103
Russell Investments Group
United Kingdom
$11.1K
HFS
104
Hughes Financial Services
Virginia
$10.5K +$10.5K +161 New
TFA
105
Transamerica Financial Advisors
Florida
$8.98K
PSFG
106
Park Square Financial Group
Georgia
$8.5K
GRP
107
Global Retirement Partners
California
$8.37K +$8.37K +132 New
T
108
Transce3nd
Texas
$6.6K
NWM
109
Nova Wealth Management
Florida
$5.39K
APW
110
Acima Private Wealth
Virginia
$4.76K
AAP
111
Arax Advisory Partners
Colorado
$4.63K +$4.63K +73 New
TSMHT
112
Thurston Springer Miller Herd & Titak
Indiana
$3.05K +$3.05K +48 New
BLC
113
Brown, Lisle/Cummings
Rhode Island
$2.22K
MAS
114
MPWM Advisory Solutions
Georgia
$1.27K +$1.27K +20 New
PIS
115
POM Investment Strategies
North Carolina
$1.08K
CAL
116
Capital Analysts LLC
Pennsylvania
$1K +$1K +12 New
AF
117
Advisornet Financial
Minnesota
$955 +$955 +15 New
KWM
118
Kiker Wealth Management
Georgia
$952 -$3.24K -51 -77%
SWM
119
Spire Wealth Management
Virginia
$571 -$782K -12,321 -100%
DFA
120
DHJJ Financial Advisors
Illinois
$318
RIA
121
Realta Investment Advisors
Delaware
$32
Millennium Management
122
Millennium Management
New York
-$20.4M -353,201 Closed
WWA
123
WCG Wealth Advisors
Nevada
-$5.61M -96,896 Closed
VAS
124
Vestmark Advisory Solutions
Massachusetts
-$5.31M -91,776 Closed
BEI
125
Benjamin Edwards Inc
Missouri
-$2.79M -48,167 Closed