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First Trust Consumer Staples AlphaDEX Fund

113 hedge funds and large institutions have $139M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 110113 (+3)

0.9% more ownership

Funds ownership: 53.74%54.64% (+0.9%)

6% less capital invested

Capital invested by funds: $148M → $139M (-$8.97M)

38% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 47

Holders
113
Holders Change
+3
Holders Change %
+2.73%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
29
Reduced
47
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
Navellier & Associates
Nevada
$1.39M +$1.42M +22,852 New
RIA
27
Regal Investment Advisors
Michigan
$1.05M
HI
28
Harbour Investments
Wisconsin
$1.01M -$142K -2,289 -12%
Two Sigma Investments
29
Two Sigma Investments
New York
$1M +$1.02M +16,501 New
Truist Financial
30
Truist Financial
North Carolina
$986K +$79K +1,274 +9%
SPWM
31
Schrum Private Wealth Management
Florida
$907K
JP Morgan Chase
32
JP Morgan Chase
New York
$873K +$111K +1,793 +14%
Creative Planning
33
Creative Planning
Kansas
$836K -$71.7K -1,157 -8%
KAS
34
Kestra Advisory Services
Texas
$699K -$169K -2,722 -19%
PSF
35
Pacific Sun Financial
California
$645K -$97.3K -1,570 -13%
MWM
36
Meridian Wealth Management
Kentucky
$609K -$63.2K -1,020 -9%
FFA
37
Farther Finance Advisors
California
$554K +$62 +1 +0%
TWM
38
Trueblood Wealth Management
Ohio
$528K +$2.73K +44 +0.5%
PWS
39
Proactive Wealth Strategies
Georgia
$526K -$6.08K -98 -1%
GS
40
GTS Securities
New York
$523K -$1.88M -30,382 -78%
WA
41
Waverly Advisors
Alabama
$520K +$29.6K +478 +6%
MML Investors Services
42
MML Investors Services
Massachusetts
$515K -$51.4K -829 -9%
WFP
43
Worthington Financial Partners
Ohio
$514K +$525K +8,475 New
PAG
44
Private Advisor Group
New Jersey
$495K -$44.7K -721 -8%
SPIA
45
Steward Partners Investment Advisory
New York
$481K +$5.89K +95 +1%
KFAS
46
Keating Financial Advisory Services
Kansas
$449K +$458K +7,394 New
HighTower Advisors
47
HighTower Advisors
Illinois
$427K -$33.6K -542 -7%
SWP
48
Stratos Wealth Partners
Ohio
$416K +$11.8K +190 +3%
IWM
49
IHT Wealth Management
Illinois
$354K +$361K +5,827 New
BAM
50
Belpointe Asset Management
Nevada
$351K -$173K -2,783 -33%

FXG Hedge Fund Activity: Q4 2025 in Review

113 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q4 2025, worth a combined $139M — down 6% from $148M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FXG positions and 9 closed out — a net gain of 4 holders — while 29 added to existing stakes and 47 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.71M. The largest seller was Morgan Stanley, cutting an estimated $4.28M.

  • 113 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q4 2025, up from 110 in Q3 2025.
  • Funds reported $139M of First Trust Consumer Staples AlphaDEX Fund stock for Q4 2025, down 6% quarter-over-quarter.
  • 13 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q4 2025 and 9 closed out, a net change of +4 holders.
  • The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q4 2025 was Osaic Holdings, an estimated $1.71M added.
  • The largest First Trust Consumer Staples AlphaDEX Fund seller in Q4 2025 was Morgan Stanley, an estimated $4.28M sold.

Based on aggregated 13F filings for Q4 2025.