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First Trust Consumer Discretionary AlphaDEX Fund

144 hedge funds and large institutions have $1.25B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
144
Holders Change
+15
Holders Change %
+11.63%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
25
Increased
48
Reduced
38
Closed
10
Calls
$1.89M
Puts
$36.7M
Net Calls
-$34.8M
Net Calls Change
+$13.3M
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$717M 12,979,135 -7,970 -0.1%
Wells Fargo
2
Wells Fargo
California
$90.2M 1,633,963 -167,170 -9%
Morgan Stanley
3
Morgan Stanley
New York
$87.5M 1,585,145 +249,797 +19%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$30M 543,005 +56,547 +12%
Goldman Sachs
5
Goldman Sachs
New York
$20.1M 364,652 -244,941 -40%
LPL Financial
6
LPL Financial
California
$18.4M 333,945 +1,351 +0.4%
Bank of America
7
Bank of America
North Carolina
$16.5M 299,130 +655 +0.2%
NA
8
NewEdge Advisors
Louisiana
$16M 289,993 +42,293 +17%
RJA
9
Raymond James & Associates
Florida
$14.7M 266,476 +33,286 +14%
NC
10
NewSquare Capital
Pennsylvania
$14.6M 264,884 +181,839 +219%
Truist Financial
11
Truist Financial
North Carolina
$12.3M 222,183 +137,322 +162%
UBS Group
12
UBS Group
Switzerland
$12.1M 219,599 +53,917 +33%
Ameriprise
13
Ameriprise
Minnesota
$12.1M 218,350 +57,398 +36%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$11.1M 201,083 -7,506 -4%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$10.6M 191,943 +59,664 +45%
VCM
16
Virtue Capital Management
Tennessee
$9.98M 180,319 +180,319 New
WWA
17
WCG Wealth Advisors
Nevada
$9.61M 174,079 +27,311 +19%
ASN
18
Advisory Services Network
Georgia
$9.5M 172,059 +1,103 +0.6%
AWM
19
AE Wealth Management
Kansas
$8.3M 150,329 -40,467 -21%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.35M 133,216 +22,319 +20%
CWP
21
Cyndeo Wealth Partners
Florida
$6.88M 124,553 +124,553 New
Stifel Financial
22
Stifel Financial
Missouri
$6.86M 124,217 +62,073 +100%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$6.84M 123,839 +72,542 +141%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$6.56M 118,867 +45,956 +63%
Osaic Holdings
25
Osaic Holdings
Arizona
$6.41M 116,107 +89,700 +340%