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First Trust Consumer Staples AlphaDEX Fund

142 hedge funds and large institutions have $369M invested in First Trust Consumer Staples AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-5
Holders Change %
-3.4%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
24
Increased
59
Reduced
34
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$1.04M +$176K +3,079 +20%
MWM
52
MinichMacGregor Wealth Management
New York
$985K +$985K +17,321 New
RIA
53
Regal Investment Advisors
Michigan
$945K -$626K -11,009 -40%
WFA
54
WMG Financial Advisors
Tennessee
$939K +$223K +3,915 +31%
APA
55
American Portfolios Advisors
New York
$912K +$51.8K +911 +6%
PSF
56
Pacific Sun Financial
California
$871K -$27.3K -480 -3%
SPWM
57
Schrum Private Wealth Management
Florida
$850K
MWM
58
Meridian Wealth Management
Kentucky
$776K
SFG
59
StrategIQ Financial Group
Indiana
$756K -$23.7K -417 -3%
BAM
60
Belpointe Asset Management
Nevada
$733K +$733K +12,888 New
SWM
61
Spire Wealth Management
Virginia
$721K -$564K -9,929 -44%
AWM
62
AE Wealth Management
Kansas
$704K +$704K +12,378 New
KNW
63
Kesler Norman & Wride
Utah
$700K +$700K +12,311 New
OBWG
64
Onyx Bridge Wealth Group
New York
$683K +$683K +11,729 New
FFN
65
Focus Financial Network
Minnesota
$667K +$667K +11,725 New
SPIA
66
Steward Partners Investment Advisory
New York
$645K +$26.4K +464 +4%
AWS
67
Atria Wealth Solutions
New York
$638K -$683K -12,007 -52%
BFA
68
Brendel Financial Advisors
New Hampshire
$609K +$85.2K +1,499 +16%
WIA
69
World Investment Advisors
California
$605K -$34K -598 -5%
KPWS
70
Kestra Private Wealth Services
Texas
$601K -$796 -14 -0.1%
AWM
71
Apollon Wealth Management
South Carolina
$584K +$584K +10,276 New
RFWA
72
RPg Family Wealth Advisory
Massachusetts
$569K +$569K +9,037 New
NWMG
73
National Wealth Management Group
Ohio
$563K -$42.1K -740 -7%
SAM
74
SignalPoint Asset Management
Missouri
$538K +$48.3K +850 +10%
FTUS
75
Flow Traders U.S.
New York
$512K -$1.64M -28,876 -76%