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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

138 hedge funds and large institutions have $429M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-4
Holders Change %
-2.82%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
42
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAWM
J. Arnold Wealth Management
Ohio
+$60.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$11.5M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.55M
4
UBS Group
UBS Group
Switzerland
+$2.63M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.41M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$43.5M
2
Wells Fargo
Wells Fargo
California
-$14.8M
3
VAS
Vestmark Advisory Solutions
Massachusetts
-$12.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.42M
5
KAS
Kestra Advisory Services
Texas
-$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
WESPAC Advisors
California
$2.69M -$20K -332 -0.7%
Truist Financial
27
Truist Financial
North Carolina
$2.68M -$1.08M -17,870 -29%
FTUS
28
Flow Traders U.S.
New York
$2.45M +$729K +12,079 +42%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.43M -$1.64M -27,212 -40%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.41M +$2.41M +39,862 New
OC
31
Oppenheimer & Co
New York
$1.95M +$71.4K +1,183 +4%
CBFP
32
Cedar Brook Financial Partners
Ohio
$1.94M -$77K -1,276 -4%
MSAM
33
Moloney Securities Asset Management
Missouri
$1.9M +$140K +2,326 +8%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$1.74M +$78.8K +1,306 +5%
TRCT
35
Tower Research Capital (TRC)
New York
$1.68M +$494K +8,188 +42%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$1.65M +$15.7K +261 +1%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.52M -$2.29M -38,022 -60%
KCFA
38
Key Client Fiduciary Advisors
New Jersey
$1.45M – – –
AWS
39
Atria Wealth Solutions
New York
$1.4M +$401K +6,646 +40%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$1.2M -$435K -7,212 -27%
GLA
41
Good Life Advisors
Pennsylvania
$1.18M -$24.9K -412 -2%
KAS
42
Kestra Advisory Services
Texas
$1.14M -$3.78M -62,633 -77%
NP
43
Nilsine Partners
Colorado
$1.14M +$16.9K +280 +2%
DC
44
Davenport & Co
Virginia
$1.11M +$235K +3,902 +27%
LNC
45
Lincoln National Corp
Pennsylvania
$1.09M -$57.3K -949 -5%
SWM
46
Spire Wealth Management
Virginia
$1.08M – – –
MML Investors Services
47
MML Investors Services
Massachusetts
$942K -$43.9K -728 -4%
RIA
48
Regal Investment Advisors
Michigan
$920K -$93.7K -1,553 -9%
HighTower Advisors
49
HighTower Advisors
Illinois
$919K -$64.9K -1,076 -7%
PSF
50
Pacific Sun Financial
California
$915K -$27.5K -455 -3%
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