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First Trust Consumer Discretionary AlphaDEX Fund

171 hedge funds and large institutions have $1.63B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+16
Holders Change %
+10.32%
% of All Funds
2.64%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
29
Increased
58
Reduced
55
Closed
12
Calls
$4.12M
Puts
$36M
Net Calls
-$31.9M
Net Calls Change
+$6.75M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
126
Founders Financial Alliance
North Carolina
$208K +$2.42K +39 +1%
TA
127
TruWealth Advisors
Louisiana
$203K +$203K +3,265 New
Koshinski Asset Management
128
Koshinski Asset Management
Illinois
$199K -$10.5K -170 -5%
BEI
129
Benjamin Edwards Inc
Missouri
$138K -$87.5K -1,407 -39%
CTB
130
Country Trust Bank
Illinois
$120K
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$110K
EWM
132
EPG Wealth Management
Georgia
$109K +$248 +4 +0.2%
CFD
133
Creative Financial Designs
Indiana
$87K +$22.3K +360 +34%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$81K +$40.9K +656 +102%
SFPG
135
Stonebridge Financial Planning Group
Florida
$69K
HNWAG
136
High Net Worth Advisory Group
Florida
$67K +$67K +1,083 New
TFA
137
Transamerica Financial Advisors
Florida
$62K +$312 +5 +0.5%
MA
138
MUFG Americas
New York
$62K +$62K +1,007 New
Fidelity Investments
139
Fidelity Investments
Massachusetts
$49K +$23.9K +382 +96%
FF
140
FourThought Financial
Florida
$36K
FWP
141
FAS Wealth Partners
Kansas
$35K +$62 +1 +0.2%
CAAS
142
Capital Asset Advisory Services
Michigan
$34K +$11.4K +184 +51%
GWM
143
Geneos Wealth Management
Colorado
$31K
National Bank of Canada
144
National Bank of Canada
Quebec, Canada
$31K +$31K +500 New
AssetMark Inc
145
AssetMark Inc
California
$29K -$438 -7 -1%
AF
146
Allworth Financial
California
$29K
DWP
147
Destiny Wealth Partners
Florida
$28K
APA
148
American Portfolios Advisors
New York
$26.1K +$13.1K +211 +100%
AWM
149
Avior Wealth Management
Nebraska
$26K +$16.3K +265 +169%
S
150
SignatureFD
Georgia
$25K