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First Trust Consumer Discretionary AlphaDEX Fund

100 hedge funds and large institutions have $197M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $93K | Put options by funds: $17K

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

8% more capital invested

Capital invested by funds: $181M → $197M (+$15.3M)

3% more funds holding

Funds holding: 97100 (+3)

2.17% more ownership

Funds ownership: 57.1%59.27% (+2.2%)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
29
Reduced
32
Closed
14
Calls
$93K
Puts
$17K
Net Calls
+$76K
Net Calls Change
-$232K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$39.2M -$5.15M -126,425 -12%
Morgan Stanley
2
Morgan Stanley
New York
$23M -$9.04M -221,777 -29%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$16.4M +$11M +270,669 New
UBS Group
4
UBS Group
Switzerland
$15.3M -$7.05M -173,022 -32%
Bank of America
5
Bank of America
North Carolina
$14.3M +$2.7M +66,244 +24%
LPL Financial
6
LPL Financial
California
$6.62M +$3.03M +74,298 +90%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.58M +$1.06M +26,002 +20%
RJA
8
Raymond James & Associates
Florida
$6.18M -$961K -23,576 -14%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$4.84M +$391K +9,598 +9%
WP
10
WealthSource Partners
California
$4.39M -$272K -6,661 -6%
Stifel Financial
11
Stifel Financial
Missouri
$3.27M -$139K -3,417 -4%
HighTower Advisors
12
HighTower Advisors
Illinois
$3.11M -$25.7K -630 -0.8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.97M +$994K +24,380 +53%
MML Investors Services
14
MML Investors Services
Massachusetts
$2.62M +$237K +5,815 +10%
AG
15
Advisor Group
Arizona
$2.59M -$13.3K -325 -0.5%
Ameriprise
16
Ameriprise
Minnesota
$2.53M +$602K +14,767 +33%
CS
17
Credit Suisse
Switzerland
$2.44M -$8.03M -196,880 -77%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.43M +$187K +4,583 +9%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.17M -$57.2K -1,403 -3%
SCA
20
Snowden Capital Advisors
New York
$2.03M +$158K +3,879 +9%
FTS
21
Fifth Third Securities
Ohio
$1.98M -$28.1K -689 -1%
LFAS
22
Level Four Advisory Services
Texas
$1.73M +$49.9K +1,224 +3%
UCFA
23
United Capital Financial Advisors
Texas
$1.55M -$415K -10,181 -22%
AW
24
ACG Wealth
Georgia
$1.53M -$81.8K -2,007 -5%
Jane Street
25
Jane Street
New York
$1.34M +$796K +19,518 +159%