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First Trust Consumer Staples AlphaDEX Fund

147 hedge funds and large institutions have $455M invested in First Trust Consumer Staples AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+18
Holders Change %
+13.95%
% of All Funds
2.49%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
35
Increased
55
Reduced
28
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$1.45M +$1.45M +23,653 New
AWS
52
Atria Wealth Solutions
New York
$1.43M +$1.2M +19,584 +537%
SWM
53
Spire Wealth Management
Virginia
$1.39M -$461K -7,504 -25%
CBFP
54
Cedar Brook Financial Partners
Ohio
$1.38M +$601K +9,801 +77%
MML Investors Services
55
MML Investors Services
Massachusetts
$1.36M +$822K +13,383 +151%
WWM
56
Western Wealth Management
Colorado
$1.34M +$860K +14,047 +179%
Citadel Advisors
57
Citadel Advisors
Florida
$1.3M +$1.3M +21,245 New
GIA
58
Gladstone Institutional Advisory
Florida
$1.3M +$1.3M +21,176 New
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$1.27M -$51.4K -838 -4%
SCA
60
Snowden Capital Advisors
New York
$1.26M +$1.26M +20,569 New
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$1.26M +$745K +12,135 +145%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$1.24M +$1.01M +16,411 +430%
PSF
63
Pacific Sun Financial
California
$969K -$3.07K -50 -0.3%
APA
64
American Portfolios Advisors
New York
$929K +$894K +14,572 +2,593%
HighTower Advisors
65
HighTower Advisors
Illinois
$923K +$33.2K +543 +4%
SPWM
66
Schrum Private Wealth Management
Florida
$917K
OMC
67
Old Mission Capital
Illinois
$893K +$893K +14,548 New
HGERS
68
Householder Group Estate & Retirement Specialist
Arizona
$872K +$872K +14,206 New
MSAM
69
Moloney Securities Asset Management
Missouri
$855K +$247K +4,030 +41%
SFG
70
StrategIQ Financial Group
Indiana
$841K
MWM
71
Meridian Wealth Management
Kentucky
$837K
VAS
72
Vestmark Advisory Solutions
Massachusetts
$794K +$794K +12,932 New
WFA
73
WMG Financial Advisors
Tennessee
$768K +$768K +12,543 New
CA
74
CoreCap Advisors
Michigan
$735K +$428K +6,967 +139%
WIA
75
World Investment Advisors
California
$719K +$297K +4,651 +71%