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First Trust Consumer Staples AlphaDEX Fund

114 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 15 funds opening new positions, 29 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

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
114
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 Sellers

1 -$14.4M
2 -$5.62M
3 -$1.84M
4
Bank of America
Bank of America
North Carolina
-$1.57M
5
Goldman Sachs
Goldman Sachs
New York
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
RPG
51
Risk Paradigm Group
Texas
$330K
GVAG
52
Great Valley Advisor Group
Delaware
$329K
SF
53
Summit Financial
New Jersey
$308K
MAS
54
Madden Advisory Services
Florida
$290K
SWM
55
Spire Wealth Management
Virginia
$285K
GAM
56
Gotham Asset Management
New York
$278K
GVCM
57
Global View Capital Management
Wisconsin
$271K
FTUS
58
Flow Traders U.S.
New York
$255K
TRCT
59
Tower Research Capital (TRC)
New York
$241K
SFPG
60
Stonebridge Financial Planning Group
Florida
$239K
CWM
61
Cornerstone Wealth Management
Missouri
$230K
SIS
62
Sound Income Strategies
Florida
$196K
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$191K
WWM
64
Western Wealth Management
Colorado
$177K
Jones Financial Companies
65
Jones Financial Companies
Missouri
$168K
GWM
66
Geneos Wealth Management
Colorado
$134K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$133K
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$130K
Fidelity Investments
69
Fidelity Investments
Massachusetts
$120K
BAM
70
Bellevue Asset Management
Washington
$117K
DFA
71
DHJJ Financial Advisors
Illinois
$113K
HR
72
Howe & Rusling
New York
$109K
MCM
73
MAI Capital Management
Ohio
$101K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$97.7K
BlackRock
75
BlackRock
New York
$89.6K