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First Trust Consumer Discretionary AlphaDEX Fund

144 hedge funds and large institutions have $1.25B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+15
Holders Change %
+11.63%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
25
Increased
48
Reduced
38
Closed
10
Calls
$1.89M
Puts
$36.7M
Net Calls
-$34.8M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
126
Aptus Capital Advisors
Alabama
$19.5K
GWANC
127
Guardian Wealth Advisors (North Carolina)
North Carolina
$19.5K
NFSG
128
Newbridge Financial Services Group
Florida
$17.4K
APW
129
Acima Private Wealth
Virginia
$16.6K
RFA
130
Register Financial Advisors
Georgia
$15.3K
Citigroup
131
Citigroup
New York
$11K
MWM
132
Mascoma Wealth Management
New Hampshire
$9.91K
SSB
133
Sandy Spring Bank
Maryland
$8.01K
TFGT
134
TS Financial Group (TSFG)
Illinois
$8K +$52 +1 +0.7%
BCMLT
135
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.51K
AWM
136
Avior Wealth Management
Nebraska
$6.24K -$718 -13 -10%
GWSG
137
GPS Wealth Strategies Group
Colorado
$5.47K
CWA
138
Clearview Wealth Advisors
Oregon
$4.56K +$55 +1 +1%
WIM
139
Westside Investment Management
California
$3.37K
HT
140
Headlands Technologies
Illinois
$3.2K +$3.2K +58 New
BLC
141
Brown, Lisle/Cummings
Rhode Island
$1.93K
GRP
142
Global Retirement Partners
California
$1.11K -$8.53K -154 -89%
CAL
143
Capital Analysts LLC
Pennsylvania
$1K
DWMG
144
DB Wealth Management Group
California
$607
WEG
145
World Equity Group
Illinois
-$513K -14,448 Closed
LNC
146
Lincoln National Corp
Pennsylvania
-$379K -7,295 Closed
FAIM
147
Financial Advocates Investment Management
Washington
-$335K -6,446 Closed
GVAG
148
Great Valley Advisor Group
Delaware
-$253K -4,865 Closed
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
-$136K -2,617 Closed
AAS
150
Ameritas Advisory Services
Nebraska
-$56.6K -1,089 Closed