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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

142 hedge funds and large institutions have $456M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-5
Holders Change %
-3.4%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
38
Reduced
57
Closed
18
Calls
–
Puts
$293K
Net Calls
-$293K
Net Calls Change
-$293K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
+$8.09M
2
CAS
Coppell Advisory Solutions
Texas
+$4.6M
3
NA
NewEdge Advisors
Louisiana
+$3.77M
4
NA
Navellier & Associates
Nevada
+$3.61M
5
KAS
Kestra Advisory Services
Texas
+$3.28M

Top Sellers

1
AC
Avestar Capital
New York
-$5.16M
2
CWM
Cornerstone Wealth Management
Missouri
-$4.32M
3
LPL Financial
LPL Financial
California
-$4M
4
FEG
Financial Enhancement Group
Indiana
-$3.81M
5
HAS
HBW Advisory Services
California
-$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
Navellier & Associates
Nevada
$3.61M +$3.61M +57,600 New
HI
27
Harbour Investments
Wisconsin
$3.35M +$99K +1,580 +3%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$3.14M -$11.5K -184 -0.4%
WA
29
WESPAC Advisors
California
$2.81M +$1.75K +28 +0.1%
Goldman Sachs
30
Goldman Sachs
New York
$2.51M +$673K +10,748 +37%
CBFP
31
Cedar Brook Financial Partners
Ohio
$2.09M -$17.8K -284 -0.8%
OC
32
Oppenheimer & Co
New York
$1.95M -$73.6K -1,174 -4%
MSAM
33
Moloney Securities Asset Management
Missouri
$1.83M +$204K +3,250 +13%
FTUS
34
Flow Traders U.S.
New York
$1.78M +$895K +14,283 +101%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$1.73M +$89.9K +1,435 +5%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$1.7M +$16.7K +266 +1%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$1.7M -$155K -2,482 -8%
SCA
38
Snowden Capital Advisors
New York
$1.67M -$262K -4,175 -14%
KCFA
39
Key Client Fiduciary Advisors
New Jersey
$1.5M +$439K +7,010 +41%
GLA
40
Good Life Advisors
Pennsylvania
$1.25M -$292K -4,655 -19%
HAS
41
HBW Advisory Services
California
$1.25M -$3.59M -57,241 -74%
TRCT
42
Tower Research Capital (TRC)
New York
$1.23M -$246K -3,922 -17%
LNC
43
Lincoln National Corp
Pennsylvania
$1.19M +$79.9K +1,275 +7%
NP
44
Nilsine Partners
Colorado
$1.16M -$627 -10 -0.1%
SWM
45
Spire Wealth Management
Virginia
$1.12M – – –
RIA
46
Regal Investment Advisors
Michigan
$1.05M +$3.32K +53 +0.3%
AWS
47
Atria Wealth Solutions
New York
$1.04M -$24.6K -393 -2%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.02M +$148K +2,368 +17%
HighTower Advisors
49
HighTower Advisors
Illinois
$1.02M -$560K -8,954 -35%
PSF
50
Pacific Sun Financial
California
$969K +$969K +15,617 New
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