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First Trust Consumer Staples AlphaDEX Fund

115 hedge funds and large institutions have $125M invested in First Trust Consumer Staples AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

2% more funds holding

Funds holding: 113115 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.68% less ownership

Funds ownership: 54.64%52.96% (-1.7%)

10% less capital invested

Capital invested by funds: $139M → $125M (-$14.4M)

28% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 40

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
29
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$17.1M -$175K -2,689 -1%
Morgan Stanley
2
Morgan Stanley
New York
$14.2M -$14.4M -221,837 -50%
Wells Fargo
3
Wells Fargo
California
$10.7M +$1.28M +19,653 +13%
IAA
4
Independent Advisor Alliance
North Carolina
$7.83M +$2.54M +39,072 +47%
Raymond James Financial
5
Raymond James Financial
Florida
$5.29M -$773K -11,881 -13%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.54M +$1.2M +18,502 +35%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.27M +$928K +14,257 +27%
Bank of America
8
Bank of America
North Carolina
$3.9M -$1.57M -24,129 -28%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.89M -$93.9K -1,443 -2%
MPIA
10
Milestones Private Investment Advisors
New York
$3.7M +$94.7K +1,456 +3%
Stifel Financial
11
Stifel Financial
Missouri
$3.1M +$1.02M +15,719 +48%
Citigroup
12
Citigroup
New York
$2.7M +$9.76K +150 +0.4%
UBS Group
13
UBS Group
Switzerland
$2.35M -$1.18M -18,138 -33%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.08M +$276K +4,245 +15%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.86M +$228K +3,509 +14%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.84M +$280K +4,297 +18%
PCH
17
PGIM Custom Harvest
New Jersey
$1.8M -$35.5K -546 -2%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.77M -$185K -2,850 -9%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.77M +$135K +2,071 +8%
Goldman Sachs
20
Goldman Sachs
New York
$1.74M -$1.44M -22,141 -45%
SEIA
21
Signature Estate & Investment Advisors
California
$1.62M -$55.1K -847 -3%
Citadel Advisors
22
Citadel Advisors
Florida
$1.44M -$505K -7,757 -26%
NA
23
Navellier & Associates
Nevada
$1.3M -$163K -2,511 -11%
PWS
24
Proactive Wealth Strategies
Georgia
$1.1M +$559K +8,588 +99%
RIA
25
Regal Investment Advisors
Michigan
$1.1M