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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

148 hedge funds and large institutions have $480M invested in First Trust Consumer Staples AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 40 reducing their positions, and 15 closing their positions.

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
58
Reduced
40
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$33.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$85.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.02M
5
IAA
5
Independent Advisor Alliance
North Carolina
$2.9M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$47M
2
Bank of America
2
Bank of America
North Carolina
$18M
3
SIM
3
Seaview Investment Managers
Florida
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$12.7M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.33M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$4.14M 65,883 +6,249 +10%
VAS
27
Vestmark Advisory Solutions
Massachusetts
$3.91M 62,366 +31,781 +104%
HI
28
Harbour Investments
Wisconsin
$3.83M 60,980 +21,837 +56%
IWC
29
Integrated Wealth Concepts
Massachusetts
$3.58M 57,033 -469 -0.8%
AWM
30
AE Wealth Management
Kansas
$3.4M 54,223 +41,845 +338%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$3.14M 50,004 -10 -0%
RCAG
32
Rehmann Capital Advisory Group
Michigan
$3.13M 49,875 +2,246 +5%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$3.06M 48,770 +974 +2%
HighTower Advisors
34
HighTower Advisors
Illinois
$3.05M 48,592 +30,395 +167%
CAS
35
Coppell Advisory Solutions
Texas
$2.95M 47,069 +47,069 New
CASC
36
Coppell Advisory Solutions Corp
Texas
$2.95M 47,069 +47,069 New
IAA
37
Independent Advisor Alliance
North Carolina
$2.9M 46,151 +46,151 New
SPL
38
Smart Portfolios LLC
Washington
$2.73M 43,476 +43,476 New
WA
39
WESPAC Advisors
California
$2.4M 38,198 +3,386 +10%
KAS
40
Kestra Advisory Services
Texas
$2.11M 33,649 -3,368 -9%
CBFP
41
Cedar Brook Financial Partners
Ohio
$2.08M 33,198 +4,293 +15%
SCA
42
Snowden Capital Advisors
New York
$2.08M 33,147 -683 -2%
OC
43
Oppenheimer & Co
New York
$2.06M 32,889 -338 -1%
BAM
44
Belpointe Asset Management
Nevada
$1.98M 31,529 +18,641 +145%
SMF
45
Sterling Manor Financial
New York
$1.71M 27,232 +240 +0.9%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$1.67M 26,561 -4,343 -14%
GLA
47
Good Life Advisors
Pennsylvania
$1.63M 25,993 -213 -0.8%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$1.58M 25,215 +2,241 +10%
GIA
49
Gladstone Institutional Advisory
Florida
$1.56M 24,805 +2,871 +13%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$1.49M 23,670 -6,454 -21%
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