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First Trust Consumer Discretionary AlphaDEX Fund

116 hedge funds and large institutions have $191M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

747% more call options, than puts

Call options by funds: $661K | Put options by funds: $78K

6.21% more ownership

Funds ownership: 58.12%64.33% (+6.2%)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less capital invested

Capital invested by funds: $192M → $191M (-$982K)

1% less funds holding

Funds holding: 117116 (-1)

59% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 46

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
19
Reduced
46
Closed
14
Calls
$661K
Puts
$78K
Net Calls
+$583K
Net Calls Change
+$653K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$34.3M +$435K +6,488 +1%
Morgan Stanley
2
Morgan Stanley
New York
$29.2M -$6.78M -101,095 -19%
Raymond James Financial
3
Raymond James Financial
Florida
$16.1M -$1.34M -20,039 -8%
LPL Financial
4
LPL Financial
California
$11.7M +$769K +11,457 +7%
Bank of America
5
Bank of America
North Carolina
$9.08M -$202K -3,018 -2%
VCM
6
Virtue Capital Management
Tennessee
$7.3M +$7.1M +105,793 New
Stifel Financial
7
Stifel Financial
Missouri
$6.66M +$145K +2,154 +2%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$5.92M -$390K -5,820 -6%
IPW
9
IronBridge Private Wealth
Texas
$4.8M
JP Morgan Chase
10
JP Morgan Chase
New York
$4.18M +$192K +2,867 +5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$3.61M +$2.8M +41,759 +381%
UBS Group
12
UBS Group
Switzerland
$3.43M -$320K -4,777 -9%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$3.42M
Goldman Sachs
14
Goldman Sachs
New York
$3.39M -$880K -13,111 -21%
Truist Financial
15
Truist Financial
North Carolina
$3.29M +$295K +4,391 +10%
PPWM
16
Paragon Private Wealth Management
Kentucky
$2.44M -$121K -1,802 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.25M -$1.66M -24,739 -43%
Jane Street
18
Jane Street
New York
$1.98M +$1.95M +29,001 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.92M -$967K -14,409 -34%
BEI
20
Benjamin Edwards Inc
Missouri
$1.84M +$30K +447 +2%
TS
21
TradeWell Securities
Indiana
$1.82M +$113K +1,684 +7%
Ameriprise
22
Ameriprise
Minnesota
$1.76M -$812K -12,098 -32%
CCA
23
Cottonwood Capital Advisors
Utah
$1.51M -$1.14K -17 -0.1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.47M +$4.09K +61 +0.3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.37M -$31.7K -473 -2%