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First Trust Consumer Discretionary AlphaDEX Fund

155 hedge funds and large institutions have $1.57B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.72%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
19
Increased
78
Reduced
32
Closed
11
Calls
$2.35M
Puts
$41M
Net Calls
-$38.6M
Net Calls Change
-$6.24M
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
126
FAS Wealth Partners
Kansas
$33K +$33K +560 New
FF
127
FourThought Financial
Florida
$33K +$33K +575 New
GWM
128
Geneos Wealth Management
Colorado
$30K
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$30K +$30K +500 New
AssetMark Inc
130
AssetMark Inc
California
$28K -$2.74K -46 -9%
AF
131
Allworth Financial
California
$27K
DWP
132
Destiny Wealth Partners
Florida
$27K +$27K +450 New
S
133
SignatureFD
Georgia
$24K
BlackRock
134
BlackRock
New York
$24K
Fidelity Investments
135
Fidelity Investments
Massachusetts
$24K +$4.86K +81 +25%
CAAS
136
Capital Asset Advisory Services
Michigan
$21K
SWM
137
Selective Wealth Management
Virginia
$21K +$21K +350 New
TAM
138
Tucker Asset Management
Colorado
$21K +$124 +2 +0.6%
APW
139
Acima Private Wealth
Virginia
$18K
NFSG
140
Newbridge Financial Services Group
Florida
$17K
ACA
141
Aptus Capital Advisors
Alabama
$17K
APA
142
American Portfolios Advisors
New York
$12.4K +$178 +3 +1%
AWM
143
Accel Wealth Management
Iowa
$12K +$60 +1 +0.5%
WWM
144
Wagner Wealth Management
South Carolina
$11K
LAS
145
Lloyd Advisory Services
Georgia
$10K +$118 +2 +1%
MWM
146
Mascoma Wealth Management
New Hampshire
$10K +$10K +177 New
AWM
147
Avior Wealth Management
Nebraska
$9K -$42.9K -749 -83%
SSB
148
Sandy Spring Bank
Maryland
$9K
GWSG
149
GPS Wealth Strategies Group
Colorado
$6K
CWA
150
Clearview Wealth Advisors
Oregon
$5K