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First Trust Consumer Discretionary AlphaDEX Fund

117 hedge funds and large institutions have $192M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less call options, than puts

Call options by funds: $2.34M | Put options by funds: $2.41M

4.19% less ownership

Funds ownership: 62.31%58.12% (-4.2%)

6% less funds holding

Funds holding: 124117 (-7)

6% less capital invested

Capital invested by funds: $204M → $192M (-$11.9M)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

43% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 44

Holders
117
Holders Change
-7
Holders Change %
-5.65%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
25
Reduced
44
Closed
17
Calls
$2.34M
Puts
$2.41M
Net Calls
-$70K
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$36.1M +$2.08M +31,023 +6%
Wells Fargo
2
Wells Fargo
California
$33.8M -$10.8M -160,937 -25%
Raymond James Financial
3
Raymond James Financial
Florida
$17.5M +$2.02M +30,127 +13%
LPL Financial
4
LPL Financial
California
$10.9M -$4.54M -67,689 -30%
Bank of America
5
Bank of America
North Carolina
$9.26M -$150K -2,242 -2%
Stifel Financial
6
Stifel Financial
Missouri
$6.49M +$799K +11,913 +14%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$6.31M -$285K -4,246 -4%
IPW
8
IronBridge Private Wealth
Texas
$4.8M +$4.71M +70,303 New
Goldman Sachs
9
Goldman Sachs
New York
$4.28M -$1.16M -17,320 -22%
JP Morgan Chase
10
JP Morgan Chase
New York
$3.98M -$43.6K -650 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.93M +$1.11M +16,564 +40%
UBS Group
12
UBS Group
Switzerland
$3.75M -$313K -4,668 -8%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$3.41M
Truist Financial
14
Truist Financial
North Carolina
$2.99M -$125K -1,869 -4%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.91M -$22.1K -330 -0.8%
Ameriprise
16
Ameriprise
Minnesota
$2.58M -$113K -1,691 -4%
PPWM
17
Paragon Private Wealth Management
Kentucky
$2.56M -$167K -2,495 -6%
BEI
18
Benjamin Edwards Inc
Missouri
$1.81M +$1.77M +26,461 New
TS
19
TradeWell Securities
Indiana
$1.7M +$153K +2,276 +10%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.58M -$315K -4,702 -17%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$1.57M -$88.9K -1,326 -5%
NA
22
Navellier & Associates
Nevada
$1.56M +$1.54M +22,913 New
CCA
23
Cottonwood Capital Advisors
Utah
$1.51M +$7.11K +106 +0.5%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.47M +$76.9K +1,147 +6%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.4M -$40.8K -609 -3%