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First Trust Consumer Discretionary AlphaDEX Fund

155 hedge funds and large institutions have $1.57B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.72%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
19
Increased
78
Reduced
32
Closed
11
Calls
$2.35M
Puts
$41M
Net Calls
-$38.6M
Net Calls Change
-$6.24M
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$617M 10,434,959 +94,697 +0.9%
Wells Fargo
2
Wells Fargo
California
$163M 2,761,861 +246,649 +10%
Morgan Stanley
3
Morgan Stanley
New York
$163M 2,756,376 +36,487 +1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$47.5M 803,377 +42,383 +6%
EF
5
Empowered Funds
Pennsylvania
$47.2M 798,227 +798,227 New
Bank of America
6
Bank of America
North Carolina
$38M 643,119 -91,189 -12%
LPL Financial
7
LPL Financial
California
$37.2M 629,166 +98,417 +19%
UBS Group
8
UBS Group
Switzerland
$30.6M 516,909 -46,833 -8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$28.7M 486,104 -6,403 -1%
RJA
10
Raymond James & Associates
Florida
$25.9M 437,815 +6,555 +2%
Stifel Financial
11
Stifel Financial
Missouri
$23.8M 402,054 +104,995 +35%
Ameriprise
12
Ameriprise
Minnesota
$23.5M 397,995 -11,294 -3%
NC
13
NewSquare Capital
Pennsylvania
$22.3M 376,758 -3,544 -0.9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$20.1M 340,204 +24,831 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$18.2M 308,396 +17,436 +6%
Truist Financial
16
Truist Financial
North Carolina
$16.3M 275,564 +15,044 +6%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$15.9M 268,311 -4,545 -2%
ODG
18
O'Dell Group
Ohio
$14.5M 245,431 +11,287 +5%
NA
19
NewEdge Advisors
Louisiana
$13.1M 220,897 +12,934 +6%
DADC
20
D.A. Davidson & Co
Montana
$12.5M 211,275 +10,448 +5%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$11.7M 198,675 +10,320 +5%
SWP
22
Stratos Wealth Partners
Ohio
$10.5M 178,038 +11,826 +7%
GA
23
Gateway Advisory
New Jersey
$8.67M 146,630 +1,942 +1%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$8.6M 145,531 +3,350 +2%
Osaic Holdings
25
Osaic Holdings
Arizona
$8.29M 140,101 +31,529 +29%