FXG icon

First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

128 hedge funds and large institutions have $273M invested in First Trust Consumer Staples AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-7
Holders Change %
-5.19%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
22
Reduced
62
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$5.11M
2
LPL Financial
2
LPL Financial
California
$25.1M
3
MWS
3
Maxwell Wealth Strategies
California
$4.18M
4
Goldman Sachs
4
Goldman Sachs
New York
$962K
5
WA
5
Waverly Advisors
Alabama
$709K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.9M
2
GWA
2
Gratus Wealth Advisors
Virginia
$1.62M
3
NA
3
NewEdge Advisors
Louisiana
$1.11M
4
RJA
4
Raymond James & Associates
Florida
$9.12M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
26
Cedar Brook Financial Partners
Ohio
$2.05M -$11.3K -165 -0.5%
MSAM
27
Moloney Securities Asset Management
Missouri
$2.01M -$125K -1,820 -6%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$1.82M +$9.93K +145 +0.5%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.7M -$124K -1,815 -7%
GWA
30
Gratus Wealth Advisors
Virginia
$1.62M -$12.2M -187,454 -88%
KDA
31
Kraft Davis & Associates
Missouri
$1.61M -$695K -10,253 -30%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$1.55M +$8.76K +128 +0.6%
Truist Financial
33
Truist Financial
North Carolina
$1.33M -$135K -1,971 -9%
SWM
34
Spire Wealth Management
Virginia
$1.22M – – –
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.2M -$1.57M -22,888 -57%
RIA
36
Regal Investment Advisors
Michigan
$1.15M – – –
NA
37
NewEdge Advisors
Louisiana
$1.11M -$10.7M -156,671 -91%
SPWM
38
Schrum Private Wealth Management
Florida
$1.02M +$76.2K +1,112 +8%
PSF
39
Pacific Sun Financial
California
$1.01M -$11K -160 -1%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$1.01M +$11K +158 +1%
Citadel Advisors
41
Citadel Advisors
Florida
$994K -$1.87M -27,303 -65%
HighTower Advisors
42
HighTower Advisors
Illinois
$969K -$20.1K -293 -2%
Goldman Sachs
43
Goldman Sachs
New York
$962K +$962K +14,047 New
SEA
44
Stegent Equity Advisors
Texas
$871K +$223K +3,251 +34%
AWS
45
Atria Wealth Solutions
New York
$856K -$759K -11,088 -47%
KAS
46
Kestra Advisory Services
Texas
$845K -$15.3K -224 -2%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$776K -$536K -7,823 -41%
BAM
48
Belpointe Asset Management
Nevada
$760K +$439K +6,409 +137%
BFA
49
Brendel Financial Advisors
New Hampshire
$741K +$27.3K +399 +4%
WA
50
Waverly Advisors
Alabama
$709K +$709K +10,350 New
1
2
3 4 5