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First Trust Consumer Discretionary AlphaDEX Fund

116 hedge funds and large institutions have $191M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

747% more call options, than puts

Call options by funds: $661K | Put options by funds: $78K

6.21% more ownership

Funds ownership: 58.12%64.33% (+6.2%)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less capital invested

Capital invested by funds: $192M → $191M (-$982K)

1% less funds holding

Funds holding: 117116 (-1)

59% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 46

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
19
Reduced
46
Closed
14
Calls
$661K
Puts
$78K
Net Calls
+$583K
Net Calls Change
+$653K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
101
Russell Investments Group
United Kingdom
$13.5K
MWM
102
Mascoma Wealth Management
New Hampshire
$12.1K
TFA
103
Transamerica Financial Advisors
Florida
$9.4K -$201 -3 -2%
PSFG
104
Park Square Financial Group
Georgia
$8.66K
KFAS
105
Keating Financial Advisory Services
Kansas
$7.38K +$7.25K +108 New
NWM
106
Nova Wealth Management
Florida
$5.81K
AAP
107
Arax Advisory Partners
Colorado
$4.99K +$4.9K +73 New
Q1WB
108
Quest 10 Wealth Builders
Virginia
$4.38K
BC
109
Broadwater Capital
Massachusetts
$3.21K
GRP
110
Global Retirement Partners
California
$2.54K -$7.98K -119 -76%
BLC
111
Brown, Lisle/Cummings
Rhode Island
$2.39K
MAS
112
MPWM Advisory Solutions
Georgia
$1.37K
PIS
113
POM Investment Strategies
North Carolina
$1.16K
DFA
114
DHJJ Financial Advisors
Illinois
$342
RIA
115
Realta Investment Advisors
Delaware
$35
MI
116
Motiv8 Investments
Florida
$1 +$604 +9 New
NA
117
Navellier & Associates
Nevada
-$1.56M -22,913 Closed
KPWS
118
Kestra Private Wealth Services
Texas
-$426K -6,242 Closed
P
119
&Partners
Tennessee
-$258K -3,782 Closed
SG
120
StoneX Group
New York
-$204K -2,988 Closed
ASN
121
Advisory Services Network
Georgia
-$182K -2,671 Closed
NI
122
Natural Investments
California
-$310K -2,054 Closed
AAS
123
Ameritas Advisory Services
Nebraska
-$63.1K -925 Closed
AF
124
Allworth Financial
California
-$51.6K -756 Closed
PS
125
Principal Securities
Iowa
-$38.5K -565 Closed