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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
RPG
51
Risk Paradigm Group
Texas
$330K +$337K +5,179 New
GVAG
52
Great Valley Advisor Group
Delaware
$329K -$65 -1 -0%
SF
53
Summit Financial
New Jersey
$308K +$315K +4,836 New
MAS
54
Madden Advisory Services
Florida
$290K -$37.1K -570 -11%
SWM
55
Spire Wealth Management
Virginia
$285K
GAM
56
Gotham Asset Management
New York
$278K
GVCM
57
Global View Capital Management
Wisconsin
$271K -$10.7K -165 -4%
FTUS
58
Flow Traders U.S.
New York
$255K +$260K +3,998 New
TRCT
59
Tower Research Capital (TRC)
New York
$241K +$246K +3,784 +75,680%
SFPG
60
Stonebridge Financial Planning Group
Florida
$239K -$43.9K -675 -15%
CWM
61
Cornerstone Wealth Management
Missouri
$230K +$130 +2 +0.1%
SIS
62
Sound Income Strategies
Florida
$196K -$20.1K -309 -9%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$191K +$195K +2,995 New
Jones Financial Companies
64
Jones Financial Companies
Missouri
$168K +$11.1K +170 +7%
NA
65
NewEdge Advisors
Louisiana
$148K -$19K -292 -11%
GWM
66
Geneos Wealth Management
Colorado
$134K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$133K -$2.47K -38 -2%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$130K +$65 +1 +0%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$120K +$5.53K +85 +5%
BAM
70
Bellevue Asset Management
Washington
$117K -$716 -11 -0.6%
DFA
71
DHJJ Financial Advisors
Illinois
$113K
HR
72
Howe & Rusling
New York
$109K
MCM
73
MAI Capital Management
Ohio
$101K -$846 -13 -0.8%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$97.7K -$130K -1,992 -57%
BlackRock
75
BlackRock
New York
$89.6K +$73.7K +1,132 +413%