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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

129 hedge funds and large institutions have $235M invested in First Trust Consumer Staples AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+22
Holders Change %
+20.56%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
37
Increased
39
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.5M
2
EF
2
Empowered Funds
Pennsylvania
$8.89M
3
IA
3
IFP Advisors
Florida
$8.97M
4
IPW
4
IronBridge Private Wealth
Texas
$7.89M
5
VCM
5
Virtue Capital Management
Tennessee
$6.72M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.36M
2
SPL
2
Smart Portfolios LLC
Washington
$3M
3
SMF
3
Sterling Manor Financial
New York
$5.29M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$709K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$2.36M -$6.53M -102,427 -73%
HR
27
Howe & Rusling
New York
$2.35M -$37.5K -588 -2%
WA
28
WESPAC Advisors
California
$2.27M +$2.27M +35,605 New
Citigroup
29
Citigroup
New York
$2.26M +$289K +4,529 +15%
RIA
30
Regal Investment Advisors
Michigan
$2.25M +$1.19M +18,698 +112%
FEM
31
Fulcrum Equity Management
Texas
$2.1M +$2.1M +32,928 New
SWM
32
Spire Wealth Management
Virginia
$1.92M -$198K -3,108 -9%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$1.92M +$35.7K +560 +2%
CFG
34
CMC Financial Group
Georgia
$1.7M +$1.7M +26,274 New
FTUS
35
Flow Traders U.S.
New York
$1.57M – – –
IWC
36
Integrated Wealth Concepts
Massachusetts
$1.5M +$1.5M +23,489 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.37M -$16.7K -262 -1%
Jane Street
38
Jane Street
New York
$1.16M +$1.16M +18,215 New
WA
39
Win Advisors
Florida
$1.16M +$330K +5,177 +40%
NWMG
40
National Wealth Management Group
Ohio
$1.12M +$1.12M +17,544 New
PSF
41
Pacific Sun Financial
California
$1.01M -$11.7K -183 -1%
SPWM
42
Schrum Private Wealth Management
Florida
$971K – – –
HighTower Advisors
43
HighTower Advisors
Illinois
$928K +$5.22K +82 +0.6%
SFG
44
StrategIQ Financial Group
Indiana
$873K – – –
MWM
45
Meridian Wealth Management
Kentucky
$869K – – –
RCAG
46
Rehmann Capital Advisory Group
Michigan
$854K +$854K +13,404 New
CBFP
47
Cedar Brook Financial Partners
Ohio
$813K +$81K +1,270 +11%
KAS
48
Kestra Advisory Services
Texas
$764K +$256K +4,021 +50%
LMKC
49
L.M. Kohn & Company
Ohio
$762K +$762K +11,956 New
OC
50
Oppenheimer & Co
New York
$726K +$726K +11,396 New
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