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First Trust Consumer Staples AlphaDEX Fund

107 hedge funds and large institutions have $148M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 32 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
107
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Grimes & Company
Massachusetts
$1.39M
HI
27
Harbour Investments
Wisconsin
$1.19M
RIA
28
Regal Investment Advisors
Michigan
$1.08M
Truist Financial
29
Truist Financial
North Carolina
$938K
SPWM
30
Schrum Private Wealth Management
Florida
$937K
Creative Planning
31
Creative Planning
Kansas
$936K
KAS
32
Kestra Advisory Services
Texas
$893K
JP Morgan Chase
33
JP Morgan Chase
New York
$789K
PSF
34
Pacific Sun Financial
California
$764K
MWM
35
Meridian Wealth Management
Kentucky
$692K
NWM
36
Nova Wealth Management
Florida
$588K
MML Investors Services
37
MML Investors Services
Massachusetts
$584K
FFA
38
Farther Finance Advisors
California
$573K
PAG
39
Private Advisor Group
New Jersey
$556K
PWS
40
Proactive Wealth Strategies
Georgia
$550K
TWM
41
Trueblood Wealth Management
Ohio
$542K
BAM
42
Belpointe Asset Management
Nevada
$537K
WA
43
Waverly Advisors
Alabama
$507K
HAS
44
HBW Advisory Services
California
$501K
SPIA
45
Steward Partners Investment Advisory
New York
$490K
HighTower Advisors
46
HighTower Advisors
Illinois
$475K
CI
47
CX Institutional
Indiana
$473K
SWP
48
Stratos Wealth Partners
Ohio
$418K
MAS
49
Madden Advisory Services
Florida
$411K
GVCM
50
Global View Capital Management
Wisconsin
$384K