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First Trust Consumer Staples AlphaDEX Fund

126 hedge funds and large institutions have $226M invested in First Trust Consumer Staples AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
28
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.61M +$119K +1,862 +8%
HI
27
Harbour Investments
Wisconsin
$1.39M -$380K -5,930 -21%
SWM
28
Spire Wealth Management
Virginia
$1.14M
ASN
29
Advisory Services Network
Georgia
$1.11M +$1.11M +17,367 New
Truist Financial
30
Truist Financial
North Carolina
$1.09M -$72.3K -1,129 -6%
RIA
31
Regal Investment Advisors
Michigan
$1.07M
BAM
32
Belpointe Asset Management
Nevada
$986K -$205 -3 -0%
KAS
33
Kestra Advisory Services
Texas
$961K +$231K +3,612 +32%
SPWM
34
Schrum Private Wealth Management
Florida
$958K -$815K -12,723 -46%
CAS
35
Coppell Advisory Solutions
Texas
$913K -$191K -2,992 -17%
GS
36
GTS Securities
New York
$878K -$86.9K -1,356 -9%
MSAM
37
Moloney Securities Asset Management
Missouri
$870K -$417K -6,514 -32%
PSF
38
Pacific Sun Financial
California
$870K -$42.5K -664 -5%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$833K -$43.6K -680 -5%
NWM
40
Nova Wealth Management
Florida
$812K +$812K +12,670 New
MML Investors Services
41
MML Investors Services
Massachusetts
$762K -$204K -3,182 -21%
HighTower Advisors
42
HighTower Advisors
Illinois
$737K -$29.2K -456 -4%
MWM
43
Meridian Wealth Management
Kentucky
$708K -$13.3K -207 -2%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$692K -$910K -14,199 -57%
TWM
45
Trueblood Wealth Management
Ohio
$645K
NA
46
NewEdge Advisors
Louisiana
$639K -$106K -1,649 -14%
WA
47
Waverly Advisors
Alabama
$632K
SAM
48
SignalPoint Asset Management
Missouri
$612K +$64 +1 +0%
TRCT
49
Tower Research Capital (TRC)
New York
$590K +$590K +9,209 New
AWS
50
Atria Wealth Solutions
New York
$589K -$49.1K -767 -8%