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First Trust Consumer Staples AlphaDEX Fund

123 hedge funds and large institutions have $171M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $154M → $171M (+$16.6M)

4.39% more ownership

Funds ownership: 53.09%57.48% (+4.4%)

3% more funds holding

Funds holding: 120123 (+3)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
36
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$1.27M -$27K -422 -2%
UBS Group
27
UBS Group
Switzerland
$1.22M -$2.14M -33,358 -63%
Truist Financial
28
Truist Financial
North Carolina
$1.1M +$8.26K +129 +0.7%
RIA
29
Regal Investment Advisors
Michigan
$1.09M
KAS
30
Kestra Advisory Services
Texas
$969K +$28K +437 +3%
SPWM
31
Schrum Private Wealth Management
Florida
$946K
SPIA
32
Steward Partners Investment Advisory
New York
$929K +$437K +6,819 +87%
Citadel Advisors
33
Citadel Advisors
Florida
$894K -$696K -10,874 -44%
Goldman Sachs
34
Goldman Sachs
New York
$845K -$2.42M -37,749 -74%
BEI
35
Benjamin Edwards Inc
Missouri
$830K +$840K +13,120 New
PSF
36
Pacific Sun Financial
California
$817K -$7.04K -110 -0.8%
JP Morgan Chase
37
JP Morgan Chase
New York
$804K -$17.6K -275 -2%
TRCT
38
Tower Research Capital (TRC)
New York
$735K +$312K +4,867 +72%
MWM
39
Meridian Wealth Management
Kentucky
$699K
HighTower Advisors
40
HighTower Advisors
Illinois
$659K -$51.1K -798 -7%
NWM
41
Nova Wealth Management
Florida
$621K -$70.9K -1,107 -10%
BAM
42
Belpointe Asset Management
Nevada
$618K -$14.4K -225 -2%
FFA
43
Farther Finance Advisors
California
$578K -$52.6K -822 -8%
PAG
44
Private Advisor Group
New Jersey
$565K +$23.1K +361 +4%
PWS
45
Proactive Wealth Strategies
Georgia
$548K -$192 -3 -0%
TWM
46
Trueblood Wealth Management
Ohio
$543K -$1.73K -27 -0.3%
AWS
47
Atria Wealth Solutions
New York
$536K -$18.9K -295 -3%
SPC
48
Sigma Planning Corp
Michigan
$518K -$19.8K -309 -4%
WA
49
Waverly Advisors
Alabama
$517K -$89.7K -1,400 -15%
MOS
50
MGO One Seven
Ohio
$500K +$4.16K +65 +0.8%

FXG Hedge Fund Activity: Q2 2025 in Review

123 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q2 2025, worth a combined $171M — up 11% from $154M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FXG positions and 10 closed out — a net gain of 3 holders — while 36 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.1M. The largest seller was Virtue Capital Management, exiting entirely with an estimated $7.53M sold.

  • 123 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q2 2025, up from 120 in Q1 2025.
  • Funds reported $171M of First Trust Consumer Staples AlphaDEX Fund stock for Q2 2025, up 11% quarter-over-quarter.
  • 13 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q2 2025 and 10 closed out, a net change of +3 holders.
  • The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q2 2025 was Morgan Stanley, an estimated $14.1M added.
  • The largest First Trust Consumer Staples AlphaDEX Fund seller in Q2 2025 was Virtue Capital Management, an estimated $7.53M sold.

Based on aggregated 13F filings for Q2 2025.