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First Trust Consumer Discretionary AlphaDEX Fund

171 hedge funds and large institutions have $1.63B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 12 closing their positions.

Holders
171
Holders Change
+16
Holders Change %
+10.32%
% of All Funds
2.64%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
29
Increased
58
Reduced
55
Closed
12
Calls
$4.12M
Puts
$36M
Net Calls
-$31.9M
Net Calls Change
+$6.75M
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$652M 10,516,461 +81,502 +0.8%
Wells Fargo
2
Wells Fargo
California
$171M 2,751,178 -10,683 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$170M 2,744,375 -12,001 -0.4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$52.5M 845,931 +42,554 +5%
LPL Financial
5
LPL Financial
California
$41M 661,055 +31,889 +5%
RJA
6
Raymond James & Associates
Florida
$34.9M 562,284 +124,469 +28%
Bank of America
7
Bank of America
North Carolina
$30.4M 489,728 -153,391 -24%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$30.1M 484,800 -1,304 -0.3%
UBS Group
9
UBS Group
Switzerland
$27.5M 443,996 -72,913 -14%
NC
10
NewSquare Capital
Pennsylvania
$23.5M 378,839 +2,081 +0.6%
Ameriprise
11
Ameriprise
Minnesota
$23.1M 371,820 -26,175 -7%
Stifel Financial
12
Stifel Financial
Missouri
$21.7M 350,416 -51,638 -13%
Truist Financial
13
Truist Financial
North Carolina
$17.9M 289,119 +13,555 +5%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$17.8M 287,581 +287,581 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$17.4M 280,881 -27,515 -9%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$16.9M 272,364 +4,053 +2%
ODG
17
O'Dell Group
Ohio
$15.5M 250,467 +5,036 +2%
NA
18
NewEdge Advisors
Louisiana
$15.3M 246,373 +25,476 +12%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$14.4M 232,286 -107,918 -32%
DADC
20
D.A. Davidson & Co
Montana
$13.4M 215,711 +4,436 +2%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$9.43M 151,974 +6,443 +4%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$9.4M 151,487 -47,188 -24%
MCC
23
Money Concepts Capital
Florida
$9.11M 146,872 +146,872 New
GA
24
Gateway Advisory
New Jersey
$8.87M 143,032 -3,598 -2%
CAN
25
Cetera Advisor Networks
California
$8.22M 132,506 +3,076 +2%