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First Trust Consumer Discretionary AlphaDEX Fund

125 hedge funds and large institutions have $481M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 52 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

825% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $306K

14% less funds holding

Funds holding: 145125 (-20)

50% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 52

51.87% less ownership

Funds ownership: 88.37%36.5% (-52%)

55% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 33

65% less capital invested

Capital invested by funds: $1.39B → $481M (-$907M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
125
Holders Change
-20
Holders Change %
-13.79%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
26
Reduced
52
Closed
33
Calls
$2.83M
Puts
$306K
Net Calls
+$2.53M
Net Calls Change
+$4.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$128M +$139M +2,187,371 +13,870%
Wells Fargo
2
Wells Fargo
California
$62.2M -$43.9M -692,902 -39%
Morgan Stanley
3
Morgan Stanley
New York
$59.1M -$32.5M -513,005 -33%
Raymond James Financial
4
Raymond James Financial
Florida
$27.3M -$9.93M -156,657 -25%
Millennium Management
5
Millennium Management
New York
$20.4M +$22.4M +353,201 New
LPL Financial
6
LPL Financial
California
$16.3M -$4.03M -63,497 -18%
PCH
7
PGIM Custom Harvest
New Jersey
$14.8M +$15.8M +248,468 +3,325%
Bank of America
8
Bank of America
North Carolina
$13.3M -$5.46M -86,087 -27%
Truist Financial
9
Truist Financial
North Carolina
$10.1M +$348K +5,493 +3%
Citigroup
10
Citigroup
New York
$10.1M +$11M +173,521 +86,761%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.21M +$2.06M +32,471 +30%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$6.71M -$4.12M -64,997 -36%
Stifel Financial
13
Stifel Financial
Missouri
$6.66M -$637K -10,049 -8%
UBS Group
14
UBS Group
Switzerland
$6.22M -$1.61M -25,381 -19%
WWA
15
WCG Wealth Advisors
Nevada
$5.61M -$1.3M -20,508 -17%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.35M +$1.99M +31,362 +51%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$5.31M -$528K -8,330 -8%
Goldman Sachs
18
Goldman Sachs
New York
$5.13M +$2.47M +38,953 +78%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.28M -$306K -4,832 -6%
Ameriprise
20
Ameriprise
Minnesota
$3.9M -$5.32M -83,980 -56%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$3.38M -$347K -5,481 -9%
Citadel Advisors
22
Citadel Advisors
Florida
$3.33M +$3.43M +54,132 +1,598%
PPWM
23
Paragon Private Wealth Management
Kentucky
$3M -$770K -12,145 -19%
BEI
24
Benjamin Edwards Inc
Missouri
$2.79M -$8.19M -129,246 -73%
HF
25
HRT Financial
New York
$2.35M +$2.58M +40,641 New