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First Trust Consumer Discretionary AlphaDEX Fund

122 hedge funds and large institutions have $1.12B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
122
Holders Change
+12
Holders Change %
+10.91%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
26
Increased
37
Reduced
37
Closed
12
Calls
$5.31M
Puts
$1.64M
Net Calls
+$3.67M
Net Calls Change
+$6.34M
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$521M 10,233,896 -343,953 -3%
Morgan Stanley
2
Morgan Stanley
New York
$125M 2,454,367 +179,736 +8%
Wells Fargo
3
Wells Fargo
California
$107M 2,105,247 +178,009 +9%
Bank of America
4
Bank of America
North Carolina
$37.2M 730,491 +19,271 +3%
UBS Group
5
UBS Group
Switzerland
$29.7M 582,861 +98,609 +20%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$25.6M 503,406 -826 -0.2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$25.5M 500,585 +219,060 +78%
NC
8
NewSquare Capital
Pennsylvania
$20.9M 409,836 -51,649 -11%
RJA
9
Raymond James & Associates
Florida
$20.6M 405,148 +43,354 +12%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$16.4M 270,669
Ameriprise
11
Ameriprise
Minnesota
$15.6M 306,662 +130,305 +74%
FEG
12
Financial Enhancement Group
Indiana
$14.8M 291,407 -35,169 -11%
LPL Financial
13
LPL Financial
California
$14.6M 286,500 +78,330 +38%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$12.9M 253,197 -2,353 -0.9%
Truist Financial
15
Truist Financial
North Carolina
$10.8M 212,187 +96,015 +83%
ODG
16
O'Dell Group
Ohio
$10.2M 199,527 +21,559 +12%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10M 197,055 -13,376 -6%
NA
18
NewEdge Advisors
Louisiana
$8.2M 161,218 +38,228 +31%
GA
19
Gateway Advisory
New Jersey
$7.38M 144,969 +193 +0.1%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$7.3M 143,381 -2,811 -2%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$5.47M 107,449 +40,400 +60%
ASN
22
Advisory Services Network
Georgia
$5.36M 105,386 +3,489 +3%
Stifel Financial
23
Stifel Financial
Missouri
$5.34M 105,021 +901 +0.9%
Goldman Sachs
24
Goldman Sachs
New York
$5.16M 101,381 +45,292 +81%
MWM
25
MinichMacGregor Wealth Management
New York
$3.83M 75,204 -1,177 -2%