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First Trust Consumer Staples AlphaDEX Fund

115 hedge funds and large institutions have $125M invested in First Trust Consumer Staples AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

2% more funds holding

Funds holding: 113115 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.68% less ownership

Funds ownership: 54.64%52.96% (-1.7%)

10% less capital invested

Capital invested by funds: $139M → $125M (-$14.4M)

28% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 40

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
29
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$1M -$31.6K -486 -3%
HI
27
Harbour Investments
Wisconsin
$963K -$101K -1,547 -9%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$956K -$1.01M -15,493 -51%
Two Sigma Investments
29
Two Sigma Investments
New York
$956K -$97.7K -1,501 -9%
SPWM
30
Schrum Private Wealth Management
Florida
$952K
FFA
31
Farther Finance Advisors
California
$926K +$350K +5,372 +59%
JP Morgan Chase
32
JP Morgan Chase
New York
$911K +$976 +15 +0.1%
KAS
33
Kestra Advisory Services
Texas
$765K +$31.8K +488 +4%
Creative Planning
34
Creative Planning
Kansas
$750K -$130K -2,001 -15%
GS
35
GTS Securities
New York
$701K +$155K +2,390 +28%
PSF
36
Pacific Sun Financial
California
$651K -$26.7K -410 -4%
MWM
37
Meridian Wealth Management
Kentucky
$639K
WFP
38
Worthington Financial Partners
Ohio
$617K +$78.6K +1,208 +14%
SWP
39
Stratos Wealth Partners
Ohio
$597K +$163K +2,505 +37%
PAG
40
Private Advisor Group
New Jersey
$549K +$30.1K +463 +6%
WA
41
Waverly Advisors
Alabama
$544K -$1.69K -26 -0.3%
TWM
42
Trueblood Wealth Management
Ohio
$537K -$18.1K -278 -3%
SPIA
43
Steward Partners Investment Advisory
New York
$479K -$25.8K -397 -5%
KFAS
44
Keating Financial Advisory Services
Kansas
$471K
CI
45
CX Institutional
Indiana
$467K +$234K +3,590 +96%
HighTower Advisors
46
HighTower Advisors
Illinois
$442K -$6.44K -99 -1%
BAM
47
Belpointe Asset Management
Nevada
$350K -$18.9K -291 -5%
IWM
48
IHT Wealth Management
Illinois
$349K -$22.4K -344 -6%
RFWA
49
RPg Family Wealth Advisory
Massachusetts
$340K +$347K +5,329 New
NWM
50
Nova Wealth Management
Florida
$336K -$30.5K -469 -8%

FXG Hedge Fund Activity: Q1 2026 in Review

115 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q1 2026, worth a combined $125M — down 10% from $139M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FXG positions and 11 closed out — a net gain of 5 holders — while 29 added to existing stakes and 40 trimmed.

The largest buyer was Independent Advisor Alliance, adding an estimated $2.54M. The largest seller was Morgan Stanley, cutting an estimated $14.4M.

  • 115 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q1 2026, up from 113 in Q4 2025.
  • Funds reported $125M of First Trust Consumer Staples AlphaDEX Fund stock for Q1 2026, down 10% quarter-over-quarter.
  • 16 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q1 2026 and 11 closed out, a net change of +5 holders.
  • The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q1 2026 was Independent Advisor Alliance, an estimated $2.54M added.
  • The largest First Trust Consumer Staples AlphaDEX Fund seller in Q1 2026 was Morgan Stanley, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2026.