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First Trust Consumer Discretionary AlphaDEX Fund

136 hedge funds and large institutions have $1.41B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 14 closing their positions.

Holders
136
Holders Change
+14
Holders Change %
+11.48%
% of All Funds
2.4%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.12%
New
31
Increased
51
Reduced
32
Closed
14
Calls
$2.81M
Puts
$3.16M
Net Calls
-$347K
Net Calls Change
-$4.02M
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$594M 10,200,613 -33,283 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$158M 2,718,682 +264,315 +11%
Wells Fargo
3
Wells Fargo
California
$146M 2,515,114 +409,867 +19%
Bank of America
4
Bank of America
North Carolina
$41.4M 710,645 -19,846 -3%
UBS Group
5
UBS Group
Switzerland
$37M 636,303 +53,442 +9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$36.3M 623,116 +122,531 +24%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$29.4M 504,322 +916 +0.2%
RJA
8
Raymond James & Associates
Florida
$25.2M 432,836 +27,688 +7%
Ameriprise
9
Ameriprise
Minnesota
$22.8M 391,572 +84,910 +28%
NC
10
NewSquare Capital
Pennsylvania
$22.7M 390,027 -19,809 -5%
LPL Financial
11
LPL Financial
California
$22.6M 387,823 +101,323 +35%
Stifel Financial
12
Stifel Financial
Missouri
$16.5M 283,501 +178,480 +170%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$16.4M 270,669
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$16M 275,674 +253,552 +1,146%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$15.1M 260,139 +6,942 +3%
Truist Financial
16
Truist Financial
North Carolina
$14.6M 251,359 +39,172 +18%
ODG
17
O'Dell Group
Ohio
$13.2M 226,342 +26,815 +13%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$11.8M 202,982 +5,927 +3%
NA
19
NewEdge Advisors
Louisiana
$11.3M 194,588 +33,370 +21%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$10.7M 184,519 +77,070 +72%
DADC
21
D.A. Davidson & Co
Montana
$10.3M 177,111 +177,111 New
SWP
22
Stratos Wealth Partners
Ohio
$9.39M 161,329 +153,899 +2,071%
GA
23
Gateway Advisory
New Jersey
$8.34M 143,279 -1,690 -1%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$8.2M 140,824 -2,557 -2%
IPW
25
IronBridge Private Wealth
Texas
$7.82M 134,325 +134,325 New