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First Trust Consumer Discretionary AlphaDEX Fund

131 hedge funds and large institutions have $1.28B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
131
Holders Change
-6
Holders Change %
-4.38%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
36
Reduced
44
Closed
15
Calls
$3.03M
Puts
$392K
Net Calls
+$2.64M
Net Calls Change
+$1.4M
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$729M 12,159,950 -31,910 -0.3%
Wells Fargo
2
Wells Fargo
California
$107M 1,778,721 +43,047 +2%
Morgan Stanley
3
Morgan Stanley
New York
$99.4M 1,659,445 -2,885 -0.2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$23.6M 393,801 -115,894 -23%
Bank of America
5
Bank of America
North Carolina
$21.3M 355,443 -4,519 -1%
ODG
6
O'Dell Group
Ohio
$20.5M 318,282
NC
7
NewSquare Capital
Pennsylvania
$18.9M 314,933 -190 -0.1%
NA
8
NewEdge Advisors
Louisiana
$17.8M 296,294 +20,605 +7%
LPL Financial
9
LPL Financial
California
$17M 283,128 -109,224 -28%
RJA
10
Raymond James & Associates
Florida
$15.3M 255,714 +643 +0.3%
NP
11
Nilsine Partners
Colorado
$14.6M 243,886 +5,651 +2%
ASN
12
Advisory Services Network
Georgia
$14M 232,942 +16,900 +8%
Goldman Sachs
13
Goldman Sachs
New York
$13M 217,177 -93,264 -30%
Ameriprise
14
Ameriprise
Minnesota
$12.8M 213,478 -3,795 -2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$12.1M 201,745 +590 +0.3%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$11.2M 186,907 -4,317 -2%
Truist Financial
17
Truist Financial
North Carolina
$9.5M 158,604 +3,051 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8.95M 149,406 +35,233 +31%
Stifel Financial
19
Stifel Financial
Missouri
$8.29M 138,442 -5,842 -4%
UBS Group
20
UBS Group
Switzerland
$7.61M 127,084 -10,286 -7%
WWA
21
WCG Wealth Advisors
Nevada
$7.21M 120,258 +1,164 +1%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$6.15M 102,642 -9,741 -9%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$6.04M 100,757 +1,830 +2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.02M 100,436 +2,759 +3%
GA
25
Gateway Advisory
New Jersey
$5.89M 98,249 +1,327 +1%