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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

135 hedge funds and large institutions have $331M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-3
Holders Change %
-2.17%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
21
Reduced
69
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.8M
2
RJA
2
Raymond James & Associates
Florida
$12.6M
3
GS
3
GTS Securities
New York
$2.97M
4
KDA
4
Kraft Davis & Associates
Missouri
$2.11M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.68M

Top Sellers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$2.36M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.68M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.64M
4
UBS Group
4
UBS Group
Switzerland
$6.34M
5
Bank of America
5
Bank of America
North Carolina
$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.39M -$146K -2,307 -6%
JAWM
27
J. Arnold Wealth Management
Ohio
$2.36M -$61.4M -972,750 -96%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$2.34M -$789K -12,504 -25%
KCFA
29
Key Client Fiduciary Advisors
New Jersey
$2.15M +$631K +10,000 +42%
KDA
30
Kraft Davis & Associates
Missouri
$2.11M +$2.11M +34,021 New
MSAM
31
Moloney Securities Asset Management
Missouri
$1.96M -$24.9K -394 -1%
CBFP
32
Cedar Brook Financial Partners
Ohio
$1.9M -$129K -2,042 -6%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.68M +$695K +11,016 +71%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.67M +$83.5K +1,323 +5%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$1.66M -$65.7K -1,042 -4%
AWS
36
Atria Wealth Solutions
New York
$1.49M +$26.3K +417 +2%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$1.42M -$404K -6,405 -22%
Truist Financial
38
Truist Financial
North Carolina
$1.35M -$1.46M -23,077 -52%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$1.21M -$45.9K -727 -4%
TRCT
40
Tower Research Capital (TRC)
New York
$1.19M -$565K -8,954 -32%
SWM
41
Spire Wealth Management
Virginia
$1.11M – – –
RIA
42
Regal Investment Advisors
Michigan
$1.06M +$94.6K +1,500 +10%
FTUS
43
Flow Traders U.S.
New York
$1.04M -$1.52M -24,031 -59%
LNC
44
Lincoln National Corp
Pennsylvania
$994K -$143K -2,264 -13%
GLA
45
Good Life Advisors
Pennsylvania
$949K -$282K -4,474 -23%
PSF
46
Pacific Sun Financial
California
$940K -$17K -270 -2%
HighTower Advisors
47
HighTower Advisors
Illinois
$910K -$49.1K -780 -5%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$899K +$372K +5,896 +71%
SPWM
49
Schrum Private Wealth Management
Florida
$873K -$70.2K -1,112 -7%
KAS
50
Kestra Advisory Services
Texas
$793K -$400K -6,340 -34%
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