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First Trust Consumer Discretionary AlphaDEX Fund

148 hedge funds and large institutions have $1.53B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 33 reducing their positions, and 18 closing their positions.

Holders
148
Holders Change
+12
Holders Change %
+8.82%
% of All Funds
2.58%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
32
Increased
62
Reduced
33
Closed
18
Calls
$2.16M
Puts
$34.6M
Net Calls
-$32.4M
Net Calls Change
-$32M
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$628M 10,340,262 +139,649 +1%
Morgan Stanley
2
Morgan Stanley
New York
$165M 2,719,889 +1,207 +0%
Wells Fargo
3
Wells Fargo
California
$153M 2,515,212 +98 +0%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$46.2M 760,994 +137,878 +22%
Bank of America
5
Bank of America
North Carolina
$44.6M 734,308 +23,663 +3%
UBS Group
6
UBS Group
Switzerland
$34.2M 563,742 -72,561 -11%
LPL Financial
7
LPL Financial
California
$32.2M 530,749 +142,926 +37%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$29.9M 492,507 -11,815 -2%
RJA
9
Raymond James & Associates
Florida
$26.2M 431,260 -1,576 -0.4%
Ameriprise
10
Ameriprise
Minnesota
$24.9M 409,289 +17,717 +5%
NC
11
NewSquare Capital
Pennsylvania
$23.1M 380,302 -9,725 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$19.1M 315,373 +39,699 +14%
Stifel Financial
13
Stifel Financial
Missouri
$18M 297,059 +13,558 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$17.7M 290,960 +87,978 +43%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$16.6M 272,856 +12,717 +5%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$16.4M 270,669
Truist Financial
17
Truist Financial
North Carolina
$15.8M 260,520 +9,161 +4%
ODG
18
O'Dell Group
Ohio
$14.2M 234,144 +7,802 +3%
NA
19
NewEdge Advisors
Louisiana
$12.6M 207,963 +13,375 +7%
DADC
20
D.A. Davidson & Co
Montana
$12.2M 200,827 +23,716 +13%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$11.4M 188,355 +3,836 +2%
SWP
22
Stratos Wealth Partners
Ohio
$10.1M 166,212 +4,883 +3%
GA
23
Gateway Advisory
New Jersey
$8.79M 144,688 +1,409 +1%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$8.63M 142,181 +1,357 +1%
CAN
25
Cetera Advisor Networks
California
$7.5M 123,587 +123,587 New