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First Trust Consumer Staples AlphaDEX Fund

122 hedge funds and large institutions have $168M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+3
Holders Change %
+2.52%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
36
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$1.22M -$2.11M -33,358 -63%
Truist Financial
27
Truist Financial
North Carolina
$1.1M +$8.16K +129 +0.7%
RIA
28
Regal Investment Advisors
Michigan
$1.09M
KAS
29
Kestra Advisory Services
Texas
$969K +$27.7K +437 +3%
SPWM
30
Schrum Private Wealth Management
Florida
$946K
SPIA
31
Steward Partners Investment Advisory
New York
$929K +$432K +6,819 +87%
Citadel Advisors
32
Citadel Advisors
Florida
$894K -$688K -10,874 -44%
Goldman Sachs
33
Goldman Sachs
New York
$845K -$2.39M -37,749 -74%
BEI
34
Benjamin Edwards Inc
Missouri
$830K +$830K +13,120 New
PSF
35
Pacific Sun Financial
California
$817K -$6.96K -110 -0.8%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$804K -$17.4K -275 -2%
TRCT
37
Tower Research Capital (TRC)
New York
$735K +$308K +4,867 +72%
MWM
38
Meridian Wealth Management
Kentucky
$699K
HighTower Advisors
39
HighTower Advisors
Illinois
$659K -$50.5K -798 -7%
NWM
40
Nova Wealth Management
Florida
$621K -$70.1K -1,107 -10%
BAM
41
Belpointe Asset Management
Nevada
$618K -$14.2K -225 -2%
FFA
42
Farther Finance Advisors
California
$578K -$52K -822 -8%
PAG
43
Private Advisor Group
New Jersey
$565K +$22.8K +361 +4%
PWS
44
Proactive Wealth Strategies
Georgia
$548K -$190 -3 -0%
TWM
45
Trueblood Wealth Management
Ohio
$543K -$1.71K -27 -0.3%
AWS
46
Atria Wealth Solutions
New York
$536K -$19K -295 -3%
SPC
47
Sigma Planning Corp
Michigan
$518K -$19.6K -309 -4%
WA
48
Waverly Advisors
Alabama
$517K -$88.6K -1,400 -15%
MOS
49
MGO One Seven
Ohio
$500K +$4.11K +65 +0.8%
HAS
50
HBW Advisory Services
California
$444K +$50.7K +801 +13%