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First Trust Consumer Discretionary AlphaDEX Fund

117 hedge funds and large institutions have $192M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less call options, than puts

Call options by funds: $2.34M | Put options by funds: $2.41M

4.19% less ownership

Funds ownership: 62.31%58.12% (-4.2%)

6% less funds holding

Funds holding: 124117 (-7)

6% less capital invested

Capital invested by funds: $204M → $192M (-$11.9M)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

43% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 44

Holders
117
Holders Change
-7
Holders Change %
-5.65%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
25
Reduced
44
Closed
17
Calls
$2.34M
Puts
$2.41M
Net Calls
-$70K
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Mascoma Wealth Management
New Hampshire
$12.1K
GWM
102
Geneos Wealth Management
Colorado
$11.6K -$2.75K -41 -19%
GRP
103
Global Retirement Partners
California
$10.6K +$1.61K +24 +18%
TFA
104
Transamerica Financial Advisors
Florida
$9.54K -$134 -2 -1%
PSFG
105
Park Square Financial Group
Georgia
$9.14K
LFG
106
Larson Financial Group
Missouri
$5.87K +$5.76K +86 New
NWM
107
Nova Wealth Management
Florida
$5.8K
Q1WB
108
Quest 10 Wealth Builders
Virginia
$4.37K
BC
109
Broadwater Capital
Massachusetts
$3.21K -$197K -2,935 -98%
BLC
110
Brown, Lisle/Cummings
Rhode Island
$2.39K
MAS
111
MPWM Advisory Solutions
Georgia
$1.36K
TRCT
112
Tower Research Capital (TRC)
New York
$1.3K -$2.41M -35,880 -100%
PIS
113
POM Investment Strategies
North Carolina
$1.16K
AF
114
Advisornet Financial
Minnesota
$1.03K
KWM
115
Kiker Wealth Management
Georgia
$1.02K
DFA
116
DHJJ Financial Advisors
Illinois
$342
RIA
117
Realta Investment Advisors
Delaware
$35
Citadel Advisors
118
Citadel Advisors
Florida
-$2.38M -37,513 Closed
FTUS
119
Flow Traders U.S.
New York
-$1M -15,760 Closed
HighTower Advisors
120
HighTower Advisors
Illinois
-$945K -14,890 Closed
TSS
121
Two Sigma Securities
New York
-$265K -4,179 Closed
QC
122
Quadrature Capital
United Kingdom
-$245K -3,869 Closed
CCMI
123
Creative Capital Management Investments
California
-$25.4K -400 Closed
NC
124
NewSquare Capital
Pennsylvania
-$24.1K -380 Closed
GWANC
125
Guardian Wealth Advisors (North Carolina)
North Carolina
-$18K -283 Closed