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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

107 hedge funds and large institutions have $152M invested in First Trust Consumer Staples AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
107
Holders Change
+12
Holders Change %
+12.63%
% of All Funds
1.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
29
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMF
1
Sterling Manor Financial
New York
$7.33M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.7M
3
LPL Financial
3
LPL Financial
California
$8.01M
4
Wells Fargo
4
Wells Fargo
California
$13.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.55M

Top Sellers

1
NA
1
Navellier & Associates
Nevada
$0
2
FEM
2
Fulcrum Equity Management
Texas
$0
3
Ameriprise
3
Ameriprise
Minnesota
$0
4
FTUS
4
Flow Traders U.S.
New York
$1.53M
5
SWM
5
Spire Wealth Management
Virginia
$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
26
Pacific Sun Financial
California
$992K -$40.2K -650 -4%
SPWM
27
Schrum Private Wealth Management
Florida
$927K +$927K +14,947 New
HighTower Advisors
28
HighTower Advisors
Illinois
$897K +$2.23K +36 +0.2%
SFG
29
StrategIQ Financial Group
Indiana
$848K +$309 +5 +0%
MWM
30
Meridian Wealth Management
Kentucky
$844K – – –
WA
31
Win Advisors
Florida
$804K +$804K +12,981 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$746K -$45.9K -742 -6%
Truist Financial
33
Truist Financial
North Carolina
$738K -$76.3K -1,233 -9%
CBFP
34
Cedar Brook Financial Partners
Ohio
$711K +$43.7K +705 +7%
ACP
35
Aveo Capital Partners
Colorado
$669K -$9.71K -157 -1%
CAN
36
Cetera Advisor Networks
California
$625K +$60.7K +981 +11%
SPIA
37
Steward Partners Investment Advisory
New York
$579K +$12.9K +208 +2%
SFS
38
Security Financial Services
Indiana
$555K +$555K +8,960 New
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$539K +$22K +355 +4%
SAM
40
SignalPoint Asset Management
Missouri
$536K -$1.61K -26 -0.3%
MML Investors Services
41
MML Investors Services
Massachusetts
$519K +$86.4K +1,397 +20%
SFPG
42
Stonebridge Financial Planning Group
Florida
$510K -$34.7K -560 -6%
MAS
43
Madden Advisory Services
Florida
$510K – – –
KAS
44
Kestra Advisory Services
Texas
$493K -$4.89K -79 -1%
GVAG
45
Great Valley Advisor Group
Delaware
$468K -$3.41K -60 -0.7%
MCM
46
MAI Capital Management
Ohio
$459K +$459K +7,413 New
RFWA
47
RPg Family Wealth Advisory
Massachusetts
$422K – – –
MSAM
48
Moloney Securities Asset Management
Missouri
$417K -$174K -2,820 -29%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$415K +$415K +6,703 New
KPWS
50
Kestra Private Wealth Services
Texas
$411K +$411K +6,637 New
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