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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

121 hedge funds and large institutions have $165M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
35
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.4M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$12.5M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.35M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.26M
5
GC
5
Grimes & Company
Massachusetts
$1.43M

Top Sellers

1
VCM
1
Virtue Capital Management
Tennessee
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$845K
3
UBS Group
3
UBS Group
Switzerland
$1.22M
4
Bank of America
4
Bank of America
North Carolina
$5.16M
5
ASN
5
Advisory Services Network
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.4M 559,568 +220,072 +65%
LPL Financial
2
LPL Financial
California
$18M 284,445 -3,343 -1%
VAS
3
Vestmark Advisory Solutions
Massachusetts
$12.5M 197,464 +197,464 New
Raymond James Financial
4
Raymond James Financial
Florida
$10.9M 172,990 -1,333 -0.8%
Wells Fargo
5
Wells Fargo
California
$10.2M 161,518 -199 -0.1%
Bank of America
6
Bank of America
North Carolina
$5.16M 81,528 -31,582 -28%
IAA
7
Independent Advisor Alliance
North Carolina
$4.35M 68,781 +6,422 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.35M 68,709 +37,661 +121%
Stifel Financial
9
Stifel Financial
Missouri
$4.07M 64,243 +10,326 +19%
Citigroup
10
Citigroup
New York
$3.62M 57,284 +882 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.53M 55,844 -3,239 -5%
GS
12
GTS Securities
New York
$3.28M 51,809 +15,800 +44%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.59M 40,960 +7,744 +23%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.26M 35,746 +24,470 +217%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.16M 34,060 -1,080 -3%
Creative Planning
16
Creative Planning
Kansas
$1.99M 31,397 -2,854 -8%
PCH
17
PGIM Custom Harvest
New Jersey
$1.93M 30,557 -251 -0.8%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.87M 29,592 +3,373 +13%
SEIA
19
Signature Estate & Investment Advisors
California
$1.72M 27,239 -256 -0.9%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.71M 27,089 +191 +0.7%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.52M 23,726 +702 +3%
GC
22
Grimes & Company
Massachusetts
$1.43M 22,562 +22,562 New
MML Investors Services
23
MML Investors Services
Massachusetts
$1.33M 20,998 +9,727 +86%
HI
24
Harbour Investments
Wisconsin
$1.27M 20,030 -422 -2%
UBS Group
25
UBS Group
Switzerland
$1.22M 19,285 -33,358 -63%
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