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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

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

13% more capital invested

Capital invested by funds: $1.11B → $1.25B (+$144M)

12% more funds holding

Funds holding: 129144 (+15)

1.38% less ownership

Funds ownership: 90.16%88.78% (-1.4%)

95% less call options, than puts

Call options by funds: $1.89M | Put options by funds: $36.7M

Holders
144
Holders Change
+15
Holders Change %
+11.63%
% of All Funds
2.26%
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
Change in
Stake
BAM
151
Belpointe Asset Management
Nevada
-$21.8K -419 Closed
AWM
152
Accel Wealth Management
Iowa
-$21.1K -406 Closed
BBHC
153
Brown Brothers Harriman & Co
New York
-$20.8K -400 Closed
TAM
154
Tucker Asset Management
Colorado
-$11.7K -226 Closed