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First Trust Consumer Discretionary AlphaDEX Fund

129 hedge funds and large institutions have $1.11B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 17 closing their positions.

Holders
129
Holders Change
+14
Holders Change %
+12.17%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
34
Increased
39
Reduced
27
Closed
17
Calls
$2.8M
Puts
$50.9M
Net Calls
-$48.1M
Net Calls Change
+$29.5M
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$674M 12,987,105 +12,987,105 New
Wells Fargo
2
Wells Fargo
California
$93.5M 1,801,133 +769,813 +75%
Morgan Stanley
3
Morgan Stanley
New York
$69.3M 1,335,348 +459,021 +52%
Goldman Sachs
4
Goldman Sachs
New York
$31.7M 609,593 +417,472 +217%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$25.3M 486,458 +390,112 +405%
LPL Financial
6
LPL Financial
California
$17.3M 332,594 +133,305 +67%
Bank of America
7
Bank of America
North Carolina
$15.5M 298,475 +138,265 +86%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$13M 250,000 +250,000 New
NA
9
NewEdge Advisors
Louisiana
$12.9M 247,700 +231,396 +1,419%
RJA
10
Raymond James & Associates
Florida
$12.1M 233,190 +97,606 +72%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$10.8M 208,589 +4,416 +2%
AWM
12
AE Wealth Management
Kansas
$9.91M 190,796 +190,796 New
ASN
13
Advisory Services Network
Georgia
$8.88M 170,956 +170,956 New
UBS Group
14
UBS Group
Switzerland
$8.6M 165,682 +101,182 +157%
Ameriprise
15
Ameriprise
Minnesota
$8.38M 160,952 +130,878 +435%
WWA
16
WCG Wealth Advisors
Nevada
$7.62M 146,768 +146,768 New
BFEC
17
Benjamin F. Edwards & Company
Missouri
$6.87M 132,279 +129,906 +5,474%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.76M 110,897 +42,382 +62%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$5.73M 110,411 +101,137 +1,091%
Truist Financial
20
Truist Financial
North Carolina
$4.41M 84,861 +36,284 +75%
NC
21
NewSquare Capital
Pennsylvania
$4.31M 83,045 +83,045 New
MWM
22
MinichMacGregor Wealth Management
New York
$3.89M 74,827 +74,820 +1,068,857%
NA
23
Navellier & Associates
Nevada
$3.81M 73,458 +73,458 New
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$3.79M 72,911 +72,663 +29,300%
Stifel Financial
25
Stifel Financial
Missouri
$3.23M 62,144 +7,104 +13%