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First Trust Consumer Staples AlphaDEX Fund

110 hedge funds and large institutions have $148M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.74% less ownership

Funds ownership: 57.48%53.74% (-3.7%)

11% less funds holding

Funds holding: 123110 (-13)

13% less capital invested

Capital invested by funds: $171M → $148M (-$22.8M)

34% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 50

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
110
Holders Change
-13
Holders Change %
-10.57%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
33
Reduced
50
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Grimes & Company
Massachusetts
$1.39M -$26.7K -418 -2%
HI
27
Harbour Investments
Wisconsin
$1.19M -$69.2K -1,082 -5%
RIA
28
Regal Investment Advisors
Michigan
$1.08M
Truist Financial
29
Truist Financial
North Carolina
$938K -$156K -2,433 -14%
SPWM
30
Schrum Private Wealth Management
Florida
$937K
Creative Planning
31
Creative Planning
Kansas
$936K -$1.05M -16,467 -52%
KAS
32
Kestra Advisory Services
Texas
$893K -$68.5K -1,072 -7%
JP Morgan Chase
33
JP Morgan Chase
New York
$789K -$7.35K -115 -0.9%
PSF
34
Pacific Sun Financial
California
$764K -$46K -720 -6%
MWM
35
Meridian Wealth Management
Kentucky
$692K
NWM
36
Nova Wealth Management
Florida
$588K -$27.8K -435 -4%
MML Investors Services
37
MML Investors Services
Massachusetts
$584K -$746K -11,676 -56%
FFA
38
Farther Finance Advisors
California
$573K +$128 +2 +0%
PAG
39
Private Advisor Group
New Jersey
$556K -$3.64K -57 -0.6%
PWS
40
Proactive Wealth Strategies
Georgia
$550K +$7.03K +110 +1%
TWM
41
Trueblood Wealth Management
Ohio
$542K +$4.35K +68 +0.8%
BAM
42
Belpointe Asset Management
Nevada
$537K -$77.2K -1,208 -12%
WA
43
Waverly Advisors
Alabama
$507K -$4.54K -71 -0.9%
HAS
44
HBW Advisory Services
California
$501K +$62.5K +978 +14%
SPIA
45
Steward Partners Investment Advisory
New York
$490K -$438K -6,854 -47%
HighTower Advisors
46
HighTower Advisors
Illinois
$475K -$182K -2,841 -27%
CI
47
CX Institutional
Indiana
$473K +$439K +6,871 +1,026%
SWP
48
Stratos Wealth Partners
Ohio
$418K +$47.9K +750 +13%
MAS
49
Madden Advisory Services
Florida
$411K -$6.39K -100 -2%
GVCM
50
Global View Capital Management
Wisconsin
$384K +$45.6K +713 +13%

FXG Hedge Fund Activity: Q3 2025 in Review

110 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q3 2025, worth a combined $148M — down 13% from $171M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FXG and 4 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 33 added.

The largest buyer was UBS Group, adding an estimated $1.11M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $6.51M.

  • 110 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q3 2025, down from 123 in Q2 2025.
  • Funds reported $148M of First Trust Consumer Staples AlphaDEX Fund stock for Q3 2025, down 13% quarter-over-quarter.
  • 4 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q3 2025 and 14 closed out, a net change of -10 holders.
  • The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q3 2025 was UBS Group, an estimated $1.11M added.
  • The largest First Trust Consumer Staples AlphaDEX Fund seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $6.51M sold.

Based on aggregated 13F filings for Q3 2025.