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First Trust Consumer Discretionary AlphaDEX Fund

169 hedge funds and large institutions have $1.31B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 77 reducing their positions, and 16 closing their positions.

Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
48
Reduced
77
Closed
16
Calls
$2.53M
Puts
$24.7M
Net Calls
-$22.2M
Net Calls Change
+$9.69M
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$608M 11,163,279 +646,818 +6%
Wells Fargo
2
Wells Fargo
California
$133M 2,440,304 -310,874 -11%
Morgan Stanley
3
Morgan Stanley
New York
$129M 2,375,277 -369,098 -13%
LPL Financial
4
LPL Financial
California
$33.9M 621,826 -39,229 -6%
RJA
5
Raymond James & Associates
Florida
$29.7M 544,680 -17,604 -3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$26.4M 485,024 -360,907 -43%
Bank of America
7
Bank of America
North Carolina
$22.5M 413,816 -75,912 -16%
UBS Group
8
UBS Group
Switzerland
$21.5M 394,784 -49,212 -11%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$20.2M 369,963 -114,837 -24%
Ameriprise
10
Ameriprise
Minnesota
$17.1M 314,541 -57,279 -15%
NC
11
NewSquare Capital
Pennsylvania
$17.1M 313,293 -65,546 -17%
Truist Financial
12
Truist Financial
North Carolina
$15.9M 292,274 +3,155 +1%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$15.3M 280,748 -6,833 -2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$15.2M 279,590 +7,226 +3%
ODG
15
O'Dell Group
Ohio
$14.1M 259,505 +9,038 +4%
NA
16
NewEdge Advisors
Louisiana
$12.8M 235,843 -10,530 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$11.9M 217,948 -62,933 -22%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$9.51M 174,626 -57,660 -25%
Stifel Financial
19
Stifel Financial
Missouri
$8.77M 160,948 -189,468 -54%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$8.7M 159,765 +7,791 +5%
OMC
21
Old Mission Capital
Illinois
$8.22M 150,959 +150,959 New
Baird Financial Group
22
Baird Financial Group
Wisconsin
$7.4M 135,780 -15,707 -10%
ASN
23
Advisory Services Network
Georgia
$7.14M 131,091 +8,233 +7%
NA
24
Navellier & Associates
Nevada
$5.37M 98,591 +7,525 +8%
GA
25
Gateway Advisory
New Jersey
$5.23M 95,991 -47,041 -33%