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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

148 hedge funds and large institutions have $480M invested in First Trust Consumer Staples AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 40 reducing their positions, and 15 closing their positions.

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
58
Reduced
40
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$33.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$85.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.02M
5
IAA
5
Independent Advisor Alliance
North Carolina
$2.9M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$47M
2
Bank of America
2
Bank of America
North Carolina
$18M
3
SIM
3
Seaview Investment Managers
Florida
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$12.7M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.33M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$1.41M 22,470 -1,038 -4%
MSAM
52
Moloney Securities Asset Management
Missouri
$1.38M 21,977 +3,643 +20%
SEA
53
Stegent Equity Advisors
Texas
$1.35M 21,574 +21,574 New
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.33M 21,203 -10,980 -34%
HR
55
Howe & Rusling
New York
$1.16M 18,453 -2,349 -11%
Goldman Sachs
56
Goldman Sachs
New York
$1.13M 18,005 -4,578 -20%
RIA
57
Regal Investment Advisors
Michigan
$1.13M 17,939 +1,325 +8%
AWS
58
Atria Wealth Solutions
New York
$1.08M 17,202 +5,981 +53%
MWM
59
MinichMacGregor Wealth Management
New York
$1.07M 16,969 -352 -2%
WFA
60
WMG Financial Advisors
Tennessee
$1.06M 16,849 +391 +2%
SWM
61
Spire Wealth Management
Virginia
$976K 15,547 +2,865 +23%
PSF
62
Pacific Sun Financial
California
$956K 15,234 -80 -0.5%
SPWM
63
Schrum Private Wealth Management
Florida
$938K 14,947 – –
MWM
64
Meridian Wealth Management
Kentucky
$856K 13,638 – –
DADC
65
D.A. Davidson & Co
Montana
$820K 13,063 +13,063 New
PWA
66
PCG Wealth Advisors
Kansas
$797K 12,699 +12,699 New
KNW
67
Kesler Norman & Wride
Utah
$786K 12,526 +215 +2%
SFG
68
StrategIQ Financial Group
Indiana
$764K 12,174 -1,112 -8%
PCH
69
PGIM Custom Harvest
New Jersey
$747K 11,899 +11,899 New
CAN
70
Claraphi Advisory Network
United States
$706K 11,240 +5,422 +93%
SPIA
71
Steward Partners Investment Advisory
New York
$704K 11,216 -120 -1%
WWM
72
Western Wealth Management
Colorado
$688K 10,959 -8,622 -44%
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$667K 10,633 +10,633 New
BFA
74
Brendel Financial Advisors
New Hampshire
$659K 10,492 -225 -2%
GVAG
75
Great Valley Advisor Group
Delaware
$657K 10,453 +3,663 +54%
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