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First Trust Consumer Staples AlphaDEX Fund

110 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 12 funds opening new positions, 29 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$1.71M
2 +$1.42M
3 +$1.18M
4
UBS Group
UBS Group
Switzerland
+$1.14M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
51
Coppell Advisory Solutions
Texas
$325K
HAS
52
HBW Advisory Services
California
$316K
GVAG
53
Great Valley Advisor Group
Delaware
$313K
MAS
54
Madden Advisory Services
Florida
$310K
AI
55
Atria Investments
North Carolina
$301K
SWM
56
Spire Wealth Management
Virginia
$271K
SFPG
57
Stonebridge Financial Planning Group
Florida
$269K
GVCM
58
Global View Capital Management
Wisconsin
$268K
GAM
59
Gotham Asset Management
New York
$264K
WWM
60
Western Wealth Management
Colorado
$231K
IA
61
IFP Advisors
Florida
$230K
CI
62
CX Institutional
Indiana
$227K
CWM
63
Cornerstone Wealth Management
Missouri
$219K
GWP
64
Gateway Wealth Partners
Wisconsin
$219K
SIS
65
Sound Income Strategies
Florida
$215K
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$214K
Comerica Bank
67
Comerica Bank
Texas
$181K
NA
68
NewEdge Advisors
Louisiana
$158K
Jones Financial Companies
69
Jones Financial Companies
Missouri
$151K
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$129K
GWM
71
Geneos Wealth Management
Colorado
$127K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$123K
GRP
73
Global Retirement Partners
California
$114K
BAM
74
Bellevue Asset Management
Washington
$112K
Fidelity Investments
75
Fidelity Investments
Massachusetts
$109K