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First Trust Consumer Discretionary AlphaDEX Fund

137 hedge funds and large institutions have $1.33B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 14 closing their positions.

Holders
137
Holders Change
+6
Holders Change %
+4.58%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
33
Reduced
50
Closed
14
Calls
$1.12M
Puts
$562K
Net Calls
+$562K
Net Calls Change
-$2.08M
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$761M 12,029,845 -130,105 -1%
Wells Fargo
2
Wells Fargo
California
$112M 1,768,624 -10,097 -0.6%
Morgan Stanley
3
Morgan Stanley
New York
$96.6M 1,525,618 -133,827 -8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$25.1M 396,333 +2,532 +0.6%
ODG
5
O'Dell Group
Ohio
$21.8M 343,665 +25,383 +8%
NC
6
NewSquare Capital
Pennsylvania
$20.4M 322,502 +7,569 +2%
Bank of America
7
Bank of America
North Carolina
$20.3M 320,532 -34,911 -10%
NA
8
NewEdge Advisors
Louisiana
$19.1M 302,501 +6,207 +2%
LPL Financial
9
LPL Financial
California
$18.2M 287,766 +4,638 +2%
NP
10
Nilsine Partners
Colorado
$15.7M 247,903 +4,017 +2%
RJA
11
Raymond James & Associates
Florida
$15.5M 244,658 -11,056 -4%
ASN
12
Advisory Services Network
Georgia
$14M 232,942
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$12.2M 192,872 -8,873 -4%
BEI
14
Benjamin Edwards Inc
Missouri
$12M 190,270 +187,387 +6,500%
Ameriprise
15
Ameriprise
Minnesota
$10.2M 161,231 -52,247 -24%
Truist Financial
16
Truist Financial
North Carolina
$10.1M 160,254 +1,650 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$9.41M 148,721 -685 -0.5%
UBS Group
18
UBS Group
Switzerland
$8.32M 131,411 +4,327 +3%
Stifel Financial
19
Stifel Financial
Missouri
$7.85M 123,977 -14,465 -10%
WWA
20
WCG Wealth Advisors
Nevada
$7.41M 117,097 -3,161 -3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.34M 100,098 -338 -0.3%
VAS
22
Vestmark Advisory Solutions
Massachusetts
$6.28M 99,213 -1,544 -2%
GA
23
Gateway Advisory
New Jersey
$6.23M 98,357 +108 +0.1%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$5.99M 94,660 -7,982 -8%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$4.19M 66,270 -11,374 -15%