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First Trust Consumer Staples AlphaDEX Fund

107 hedge funds and large institutions have $148M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 32 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
107
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
51
Great Valley Advisor Group
Delaware
$342K
CAS
52
Coppell Advisory Solutions
Texas
$334K
SFPG
53
Stonebridge Financial Planning Group
Florida
$331K
AAS
54
Ameritas Advisory Services
Nebraska
$314K
AI
55
Atria Investments
North Carolina
$309K
RCAG
56
Rehmann Capital Advisory Group
Michigan
$304K
FTUS
57
Flow Traders U.S.
New York
$301K
GWP
58
Gateway Wealth Partners
Wisconsin
$290K
IAIM
59
International Assets Investment Management
Florida
$284K
SWM
60
Spire Wealth Management
Virginia
$280K
GAM
61
Gotham Asset Management
New York
$273K
WWM
62
Western Wealth Management
Colorado
$270K
NA
63
NewEdge Advisors
Louisiana
$260K
WIA
64
World Investment Advisors
California
$252K
GWM
65
Geneos Wealth Management
Colorado
$231K
CWM
66
Cornerstone Wealth Management
Missouri
$226K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$221K
WFA
68
WMG Financial Advisors
Tennessee
$217K
TRCT
69
Tower Research Capital (TRC)
New York
$214K
PAS
70
Park Avenue Securities
New York
$205K
AG
71
AmeriFlex Group
Nevada
$199K
Comerica Bank
72
Comerica Bank
Texas
$187K
Jones Financial Companies
73
Jones Financial Companies
Missouri
$172K
GRP
74
Global Retirement Partners
California
$167K
Fidelity Investments
75
Fidelity Investments
Massachusetts
$132K