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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

147 hedge funds and large institutions have $455M invested in First Trust Consumer Staples AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+18
Holders Change %
+13.95%
% of All Funds
2.49%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
35
Increased
55
Reduced
28
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$60.6M
2
Morgan Stanley
Morgan Stanley
New York
$67.5M
3
Bank of America
Bank of America
North Carolina
$24.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$16.8M
5
ODFS
O'Donnell Financial Services
California
$13.7M

Top Sellers

1
SMF
Sterling Manor Financial
New York
$0
2
SW
Signify Wealth
Missouri
$318K
3
WEG
World Equity Group
Illinois
$1.65M
4
CFG
CMC Financial Group
Georgia
$0
5
FEG
Financial Enhancement Group
Indiana
$4.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
26
Avestar Capital
New York
$4.54M +$4.54M +74,022 New
CAN
27
Cetera Advisor Networks
California
$4.53M +$1.86M +30,241 +69%
FEG
28
Financial Enhancement Group
Indiana
$4.33M -$1.37M -22,258 -24%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$4.09M -$731K -11,908 -15%
FF
30
Financial Futures
New Jersey
$3.58M +$3.58M +58,383 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.43M +$322K +5,252 +10%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$3.03M -$135K -2,185 -4%
Citigroup
33
Citigroup
New York
$2.99M +$815K +13,278 +37%
SPL
34
Smart Portfolios LLC
Washington
$2.95M -$99.2K -1,528 -3%
WA
35
WESPAC Advisors
California
$2.94M +$751K +12,233 +34%
PFS
36
Prospera Financial Services
Texas
$2.88M +$2.76M +44,975 +2,271%
HI
37
Harbour Investments
Wisconsin
$2.4M +$2.4M +39,143 New
FTUS
38
Flow Traders U.S.
New York
$2.32M +$808K +13,174 +53%
HR
39
Howe & Rusling
New York
$2.27M +$4.54K +74 +0.2%
IWC
40
Integrated Wealth Concepts
Massachusetts
$2.24M +$802K +13,071 +56%
RCAG
41
Rehmann Capital Advisory Group
Michigan
$2.15M +$1.33M +21,593 +161%
FEM
42
Fulcrum Equity Management
Texas
$2.01M -$7.36K -120 -0.4%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.93M +$1.24M +20,282 +182%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$1.87M +$24.7K +403 +1%
KAS
45
Kestra Advisory Services
Texas
$1.82M +$1.09M +17,683 +147%
Goldman Sachs
46
Goldman Sachs
New York
$1.8M +$1.8M +29,318 New
RIA
47
Regal Investment Advisors
Michigan
$1.7M -$474K -7,724 -22%
WEG
48
World Equity Group
Illinois
$1.65M -$2.34M -38,072 -59%
OPOWM
49
One Plus One Wealth Management
Florida
$1.6M +$1.6M +26,108 New
KWM
50
Kingsview Wealth Management
Oregon
$1.46M +$1.46M +23,807 New
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