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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 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
49
Reduced
60
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$22.7M
2
Morgan Stanley
Morgan Stanley
New York
+$5.84M
3
FEG
Financial Enhancement Group
Indiana
+$3.81M
4
LPL Financial
LPL Financial
California
+$3.34M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.03M

Top Sellers

1
VCM
Virtue Capital Management
Tennessee
-$15.4M
2
IA
IFP Advisors
Florida
-$9.22M
3
Wells Fargo
Wells Fargo
California
-$6.26M
4
CWP
Cyndeo Wealth Partners
Florida
-$5.72M
5
RJA
Raymond James & Associates
Florida
-$5.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
26
Independent Advisor Alliance
North Carolina
$3.62M +$752K +12,122 +26%
HI
27
Harbour Investments
Wisconsin
$3.22M -$562K -9,053 -15%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$3.13M +$22.4K +361 +0.7%
IWC
29
Integrated Wealth Concepts
Massachusetts
$2.82M -$722K -11,638 -20%
WA
30
WESPAC Advisors
California
$2.78M +$411K +6,626 +17%
SPL
31
Smart Portfolios LLC
Washington
$2.7M +$2.86K +46 +0.1%
CBFP
32
Cedar Brook Financial Partners
Ohio
$2.09M +$26.8K +431 +1%
Citadel Advisors
33
Citadel Advisors
Florida
$2.03M +$2.03M +32,737 New
DADC
34
D.A. Davidson & Co
Montana
$2.01M +$1.19M +19,252 +147%
OC
35
Oppenheimer & Co
New York
$2.01M -$36.4K -586 -2%
BAM
36
Belpointe Asset Management
Nevada
$1.95M -$3.23K -52 -0.2%
SCA
37
Snowden Capital Advisors
New York
$1.92M -$142K -2,289 -7%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$1.84M -$1.19M -19,197 -39%
Goldman Sachs
39
Goldman Sachs
New York
$1.82M +$705K +11,354 +63%
KAS
40
Kestra Advisory Services
Texas
$1.81M -$280K -4,511 -13%
PAG
41
Private Advisor Group
New Jersey
$1.73M -$148K -2,386 -8%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$1.67M +$20.3K +327 +1%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$1.62M +$55K +886 +4%
MSAM
44
Moloney Securities Asset Management
Missouri
$1.61M +$245K +3,948 +18%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.57M -$1.45M -23,335 -48%
GLA
46
Good Life Advisors
Pennsylvania
$1.53M -$88K -1,418 -5%
TRCT
47
Tower Research Capital (TRC)
New York
$1.47M +$1.46M +23,492 +23,729%
WFA
48
WMG Financial Advisors
Tennessee
$1.35M +$309K +4,974 +30%
SEA
49
Stegent Equity Advisors
Texas
$1.18M -$160K -2,576 -12%
NP
50
Nilsine Partners
Colorado
$1.15M +$1.15M +18,556 New
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