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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

119 hedge funds and large institutions have $154M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-7
Holders Change %
-5.56%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
32
Reduced
49
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
Virtue Capital Management
Tennessee
+$7.53M
2
Creative Planning
Creative Planning
Kansas
+$2.24M
3
GS
GTS Securities
New York
+$1.46M
4
Bank of America
Bank of America
North Carolina
+$1.1M
5
CI
CX Institutional
Indiana
+$981K

Top Sellers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$58M
2
CAG
Csenge Advisory Group
Florida
-$7.28M
3
KCFA
Key Client Fiduciary Advisors
New Jersey
-$3.3M
4
NA
Navellier & Associates
Nevada
-$2.98M
5
Goldman Sachs
Goldman Sachs
New York
-$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$1.21M +$73.1K +1,119 +6%
SWM
27
Spire Wealth Management
Virginia
$1.17M – – –
Truist Financial
28
Truist Financial
North Carolina
$1.13M +$20.3K +311 +2%
RIA
29
Regal Investment Advisors
Michigan
$1.13M +$32.7K +500 +3%
CI
30
CX Institutional
Indiana
$989K +$981K +15,013 +12,407%
SPWM
31
Schrum Private Wealth Management
Florida
$977K – – –
KAS
32
Kestra Advisory Services
Texas
$972K -$8.23K -126 -0.8%
PSF
33
Pacific Sun Financial
California
$851K -$35.9K -550 -4%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$848K -$1.24K -19 -0.1%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$737K +$31.2K +477 +4%
MML Investors Services
36
MML Investors Services
Massachusetts
$736K -$40.3K -617 -5%
HighTower Advisors
37
HighTower Advisors
Illinois
$733K -$19.2K -294 -3%
MWM
38
Meridian Wealth Management
Kentucky
$722K – – –
NWM
39
Nova Wealth Management
Florida
$713K -$115K -1,753 -14%
FFA
40
Farther Finance Advisors
California
$654K +$628K +9,563 +2,433%
BAM
41
Belpointe Asset Management
Nevada
$653K -$289K -4,418 -31%
WA
42
Waverly Advisors
Alabama
$625K -$19.6K -300 -3%
FTUS
43
Flow Traders U.S.
New York
$599K +$599K +9,165 New
PWS
44
Proactive Wealth Strategies
Georgia
$566K +$2.61K +40 +0.5%
AWS
45
Atria Wealth Solutions
New York
$564K -$36.8K -563 -6%
TWM
46
Trueblood Wealth Management
Ohio
$563K -$95.6K -1,463 -15%
PAG
47
Private Advisor Group
New Jersey
$560K +$47.3K +724 +9%
SPC
48
Sigma Planning Corp
Michigan
$555K +$45.8K +701 +9%
MSAM
49
Moloney Securities Asset Management
Missouri
$519K -$368K -5,639 -41%
SPIA
50
Steward Partners Investment Advisory
New York
$514K -$25.2K -386 -5%
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