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First Trust Consumer Discretionary AlphaDEX Fund

121 hedge funds and large institutions have $200M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
13
Reduced
60
Closed
18
Calls
$3.01M
Puts
$642K
Net Calls
+$2.37M
Net Calls Change
-$161K
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$41.7M -$26.5M -418,106 -39%
Morgan Stanley
2
Morgan Stanley
New York
$31.6M -$33.2M -523,973 -51%
LPL Financial
3
LPL Financial
California
$14.5M -$3.45M -54,448 -19%
Raymond James Financial
4
Raymond James Financial
Florida
$14.3M -$15.5M -244,925 -52%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.84M +$8.13M +128,154 +474%
Bank of America
6
Bank of America
North Carolina
$8.76M -$5.77M -90,976 -40%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$6.13M -$1.22M -19,256 -17%
Stifel Financial
8
Stifel Financial
Missouri
$5.28M -$2.01M -31,684 -28%
Goldman Sachs
9
Goldman Sachs
New York
$5.08M -$541K -8,522 -10%
UBS Group
10
UBS Group
Switzerland
$3.79M -$3.03M -47,784 -44%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$3.74M +$2.37M +37,287 +172%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$3.17M +$3.17M +50,000 New
Truist Financial
13
Truist Financial
North Carolina
$2.9M -$8.17M -128,781 -74%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.86M -$137M -2,158,047 -98%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.64M +$164K +2,536 +7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.6M -$6.4M -100,852 -71%
PPWM
17
Paragon Private Wealth Management
Kentucky
$2.54M -$753K -11,865 -23%
Ameriprise
18
Ameriprise
Minnesota
$2.51M -$1.72M -27,139 -41%
Citadel Advisors
19
Citadel Advisors
Florida
$2.38M -$1.27M -20,006 -35%
TRCT
20
Tower Research Capital (TRC)
New York
$2.28M +$1.38M +21,828 +155%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.77M -$2.92M -46,067 -62%
NP
22
Nilsine Partners
Colorado
$1.74M +$8.25K +130 +0.5%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$1.55M -$228K -3,589 -13%
CCA
24
Cottonwood Capital Advisors
Utah
$1.39M -$4.38K -69 -0.3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.34M -$595K -9,381 -31%