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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

87 hedge funds and large institutions have $121M invested in First Trust Consumer Staples AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
24
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.2M
2
RIA
Regal Investment Advisors
Michigan
+$920K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$860K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$841K
5
MWM
Meridian Wealth Management
Kentucky
+$703K

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$6.01M
2
NA
Navellier & Associates
Nevada
-$5.68M
3
VCM
Virtue Capital Management
Tennessee
-$3.83M
4
LPL Financial
LPL Financial
California
-$1.6M
5
Wells Fargo
Wells Fargo
California
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONB
51
Old National Bancorp
Indiana
$219K – – –
IA
52
IFP Advisors
Florida
$217K -$10.2K -200 -5%
CF
53
Centaurus Financial
California
$186K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$163K +$29K +563 +22%
SPIA
55
Steward Partners Investment Advisory
New York
$130K +$15.4K +300 +13%
ASN
56
Advisory Services Network
Georgia
$115K -$56.6K -1,096 -33%
US Bancorp
57
US Bancorp
Minnesota
$103K +$50.7K +980 +97%
VFA
58
Valeo Financial Advisors
Indiana
$92K – – –
NFG
59
Next Financial Group
Texas
$88K -$15.7K -303 -15%
CTB
60
Country Trust Bank
Illinois
$83K – – –
AA
61
Addison Advisors
Vermont
$69K +$69K +1,341 New
LGA
62
Lebenthal Global Advisors
New York
$51K +$51K +1,000 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$43K +$12.3K +239 +40%
FFA
64
Founders Financial Alliance
North Carolina
$36K – – –
CFA
65
Carroll Financial Associates
North Carolina
$34K – – –
GWM
66
Geneos Wealth Management
Colorado
$28K -$6.4K -111 -19%
WEC
67
Winslow Evans & Crocker
Massachusetts
$27K +$22K +415 +437%
AssetMark Inc
68
AssetMark Inc
California
$22K -$1.3K -25 -6%
AWA
69
Arkadios Wealth Advisors
Georgia
$18K +$2.58K +50 +17%
ACA
70
Atlas Capital Advisors
Wyoming
$17.3K +$17.3K +336 New
APA
71
American Portfolios Advisors
New York
$16.4K – – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
S
73
SignatureFD
Georgia
$14K – – –
PFP
74
Pinnacle Financial Partners
Tennessee
$14K – – –
TAM
75
Tucker Asset Management
Colorado
$13.4K +$13.4K +259 New
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