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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

87 hedge funds and large institutions have $121M invested in First Trust Consumer Staples AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
24
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.2M
2
RIA
Regal Investment Advisors
Michigan
+$920K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$860K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$841K
5
MWM
Meridian Wealth Management
Kentucky
+$703K

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$6.01M
2
NA
Navellier & Associates
Nevada
-$5.68M
3
VCM
Virtue Capital Management
Tennessee
-$3.83M
4
LPL Financial
LPL Financial
California
-$1.6M
5
Wells Fargo
Wells Fargo
California
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
26
Regal Investment Advisors
Michigan
$920K +$920K +17,824 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$900K -$185K -3,584 -17%
HighTower Advisors
28
HighTower Advisors
Illinois
$742K -$590K -11,462 -44%
Truist Financial
29
Truist Financial
North Carolina
$729K -$30.5K -590 -4%
SFG
30
StrategIQ Financial Group
Indiana
$711K -$3.97K -77 -0.6%
MWM
31
Meridian Wealth Management
Kentucky
$703K +$703K +13,638 New
CAS
32
Coppell Advisory Solutions
Texas
$701K +$701K +13,587 New
KAS
33
Kestra Advisory Services
Texas
$696K +$137K +2,669 +24%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$646K +$69K +1,336 +12%
SFPG
35
Stonebridge Financial Planning Group
Florida
$529K -$5.37K -104 -1%
CBFP
36
Cedar Brook Financial Partners
Ohio
$501K +$1.19K +23 +0.2%
ACP
37
Aveo Capital Partners
Colorado
$465K -$143K -2,770 -24%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$431K – – –
MAS
39
Madden Advisory Services
Florida
$405K – – –
SAM
40
SignalPoint Asset Management
Missouri
$390K -$52 -1 -0%
HCIA
41
Hochman Cole Investment Advisors
Illinois
$383K – – –
MML Investors Services
42
MML Investors Services
Massachusetts
$373K -$235K -4,558 -39%
RFWA
43
RPg Family Wealth Advisory
Massachusetts
$354K – – –
LFAS
44
Level Four Advisory Services
Texas
$331K +$52 +1 +0%
PAG
45
Private Advisor Group
New Jersey
$314K +$13.3K +257 +4%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$309K -$41.6K -804 -12%
WIA
47
World Investment Advisors
California
$297K +$54 +1 +0%
FEM
48
Fulcrum Equity Management
Texas
$294K -$6.01M -116,467 -95%
DWMG
49
DB Wealth Management Group
California
$251K +$251K +4,854 New
AIC
50
Ameritas Investment Company
Nebraska
$238K +$238K +4,618 New
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