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First Trust Consumer Discretionary AlphaDEX Fund

125 hedge funds and large institutions have $481M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 52 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

825% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $306K

14% less funds holding

Funds holding: 145125 (-20)

50% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 52

51.87% less ownership

Funds ownership: 88.37%36.5% (-52%)

55% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 33

65% less capital invested

Capital invested by funds: $1.39B → $481M (-$907M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
125
Holders Change
-20
Holders Change %
-13.79%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
26
Reduced
52
Closed
33
Calls
$2.83M
Puts
$306K
Net Calls
+$2.53M
Net Calls Change
+$4.11M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
126
First Trust Advisors
Illinois
-$808M -12,506,030 Closed
ODG
127
O'Dell Group
Ohio
-$22.2M -343,397 Closed
IAA
128
Independent Advisor Alliance
North Carolina
-$6.45M -99,723 Closed
NA
129
Navellier & Associates
Nevada
-$3.19M -49,342 Closed
TWM
130
TriaGen Wealth Management
California
-$2.49M -38,493 Closed
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
-$2.41M -37,252 Closed
DADC
132
D.A. Davidson & Co
Montana
-$2.24M -34,663 Closed
PWS
133
Proactive Wealth Strategies
Georgia
-$1.56M -24,195 Closed
SG
134
StoneX Group
New York
-$1.4M -21,614 Closed
SAM
135
Secure Asset Management
Michigan
-$1.27M -19,602 Closed
DIP
136
Davis Investment Partners
North Carolina
-$1.13M -17,665 Closed
TCOO
137
Trust Company of Oklahoma
Oklahoma
-$1.09M -16,808 Closed
HA
138
HFG Advisors
Ohio
-$980K -15,156 Closed
HAM
139
Harmony Asset Management
Arizona
-$855K -13,225 Closed
Jane Street
140
Jane Street
New York
-$763K -11,801 Closed
TF
141
Tudor Financial
Ohio
-$705K -10,901 Closed
MWM
142
MinichMacGregor Wealth Management
New York
-$691K -10,695 Closed
MOS
143
MGO One Seven
Ohio
-$563K -8,706 Closed
EFP
144
Elser Financial Planning
Indiana
-$517K -8,000 Closed
KA
145
Kovack Advisors
Florida
-$379K -5,864 Closed
CA
146
Claro Advisors
Massachusetts
-$375K -5,801 Closed
IAIM
147
International Assets Investment Management
Florida
-$292K -4,528 Closed
KCM
148
Kennicott Capital Management
California
-$288K -4,458 Closed
IP
149
Ignite Planners
California
-$273K -4,228 Closed
PFS
150
Prospera Financial Services
Texas
-$270K -4,173 Closed