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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 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
49
Reduced
60
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
51
Spire Wealth Management
Virginia
$1.11M +$144K +2,317 +15%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$1.11M -$1.99M -32,060 -64%
LNC
53
Lincoln National Corp
Pennsylvania
$1.1M +$716K +11,535 +187%
KCFA
54
Key Client Fiduciary Advisors
New Jersey
$1.06M +$1.06M +17,000 New
AWS
55
Atria Wealth Solutions
New York
$1.05M -$17.8K -287 -2%
RIA
56
Regal Investment Advisors
Michigan
$1.04M -$74.5K -1,200 -7%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$933K -$536K -8,642 -37%
SPWM
58
Schrum Private Wealth Management
Florida
$928K
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$895K +$413K +6,649 +86%
FTUS
60
Flow Traders U.S.
New York
$879K +$879K +14,154 New
MML Investors Services
61
MML Investors Services
Massachusetts
$867K -$528K -8,505 -38%
PWA
62
PCG Wealth Advisors
Kansas
$793K +$4.72K +76 +0.6%
SFG
63
StrategIQ Financial Group
Indiana
$777K +$21.8K +351 +3%
KNW
64
Kesler Norman & Wride
Utah
$762K -$15.7K -253 -2%
DC
65
Davenport & Co
Virginia
$740K +$271K +4,358 +58%
PCH
66
PGIM Custom Harvest
New Jersey
$732K -$6.15K -99 -0.8%
MWM
67
Meridian Wealth Management
Kentucky
$731K -$116K -1,866 -14%
SPIA
68
Steward Partners Investment Advisory
New York
$697K +$993 +16 +0.1%
WWM
69
Western Wealth Management
Colorado
$674K -$6.39K -103 -0.9%
BFA
70
Brendel Financial Advisors
New Hampshire
$657K +$5.59K +90 +0.9%
GVAG
71
Great Valley Advisor Group
Delaware
$639K -$9.31K -150 -1%
SAM
72
SignalPoint Asset Management
Missouri
$582K -$2.49K -40 -0.4%
SFS
73
Security Financial Services
Indiana
$556K
MAS
74
Madden Advisory Services
Florida
$525K
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$518K -$22.6K -364 -4%