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First Trust Consumer Discretionary AlphaDEX Fund

148 hedge funds and large institutions have $1.53B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+12
Holders Change %
+8.82%
% of All Funds
2.58%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
32
Increased
62
Reduced
33
Closed
18
Calls
$2.16M
Puts
$34.6M
Net Calls
-$32.4M
Net Calls Change
-$32M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
126
AssetMark Inc
California
$31K +$31K +517 New
AF
127
Allworth Financial
California
$28K
S
128
SignatureFD
Georgia
$24K
BlackRock
129
BlackRock
New York
$24K
CAAS
130
Capital Asset Advisory Services
Michigan
$22K +$19K +313 +626%
TAM
131
Tucker Asset Management
Colorado
$20.5K -$7.41K -122 -27%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$19K +$5.96K +100 +46%
APW
133
Acima Private Wealth
Virginia
$18K
ACA
134
Aptus Capital Advisors
Alabama
$17K
NFSG
135
Newbridge Financial Services Group
Florida
$17K
CI
136
CX Institutional
Indiana
$13K +$13K +208 New
APA
137
American Portfolios Advisors
New York
$12.6K +$6.74K +111 +116%
AWM
138
Accel Wealth Management
Iowa
$12K
WWM
139
Wagner Wealth Management
South Carolina
$10K -$4.54K -78 -31%
LAS
140
Lloyd Advisory Services
Georgia
$10K +$2.52K +42 +34%
SSB
141
Sandy Spring Bank
Maryland
$9K
CFA
142
Carroll Financial Associates
North Carolina
$6K
GWSG
143
GPS Wealth Strategies Group
Colorado
$6K
GI
144
Gradient Investments
Minnesota
$6K
CWA
145
Clearview Wealth Advisors
Oregon
$5K +$5K +81 New
CIAS
146
Capital Investment Advisory Services
North Carolina
$3K
PMFA
147
Plante Moran Financial Advisors
Michigan
$3K +$3K +43 New
APC
148
Aspire Private Capital
North Carolina
$3K +$3K +48 New
WIM
149
Westside Investment Management
California
$11
IPW
150
IronBridge Private Wealth
Texas
-$7.82M -134,325 Closed