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First Trust Consumer Discretionary AlphaDEX Fund

132 hedge funds and large institutions have $1.28B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

673% more call options, than puts

Call options by funds: $3.03M | Put options by funds: $392K

0.07% less ownership

Funds ownership: 87.74%87.67% (-0.07%)

4% less funds holding

Funds holding: 138132 (-6)

9% less capital invested

Capital invested by funds: $1.41B → $1.28B (-$127M)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
132
Holders Change
-6
Holders Change %
-4.35%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
36
Reduced
44
Closed
15
Calls
$3.03M
Puts
$392K
Net Calls
+$2.64M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
126
Westside Investment Management
California
$3.65K
BC
127
Broadwater Capital
Massachusetts
$2.82K
CAM
128
Creekmur Asset Management
Illinois
$2.28K
BLC
129
Brown, Lisle/Cummings
Rhode Island
$2.1K
CAL
130
Capital Analysts LLC
Pennsylvania
$1K
AWM
131
Avior Wealth Management
Nebraska
$599
DFA
132
DHJJ Financial Advisors
Illinois
$300
MCM
133
Monument Capital Management
Virginia
-$3.88M -60,062 Closed
NA
134
Navellier & Associates
Nevada
-$3.73M -57,822 Closed
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
-$3.23M -50,000 Closed
Qube Research & Technologies (QRT)
136
Qube Research & Technologies (QRT)
United Kingdom
-$656K -10,171 Closed
LMKC
137
L.M. Kohn & Company
Ohio
-$269K -4,169 Closed
AWA
138
Arkadios Wealth Advisors
Georgia
-$263K -4,081 Closed
HF
139
HRT Financial
New York
-$235K -3,647 Closed
OIA
140
OneDigital Investment Advisors
Kansas
-$214K -3,322 Closed
TA
141
TruWealth Advisors
Louisiana
-$211K -3,265 Closed
CTB
142
Country Trust Bank
Illinois
-$115K -1,781 Closed
RFA
143
Register Financial Advisors
Georgia
-$17.9K -277 Closed
SS
144
Sunbelt Securities
Texas
-$14.1K -218 Closed
BCMLT
145
Beacon Capital Management LLC (Tennessee)
Tennessee
-$8.78K -136 Closed
WA
146
Waverly Advisors
Alabama
-$4.91K -76 Closed
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
-$2.71K -42 Closed