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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

138 hedge funds and large institutions have $429M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-4
Holders Change %
-2.82%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
42
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAWM
J. Arnold Wealth Management
Ohio
+$60.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$11.5M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.55M
4
UBS Group
UBS Group
Switzerland
+$2.63M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.41M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$43.5M
2
Wells Fargo
Wells Fargo
California
-$14.8M
3
VAS
Vestmark Advisory Solutions
Massachusetts
-$12.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.42M
5
KAS
Kestra Advisory Services
Texas
-$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPWM
51
Schrum Private Wealth Management
Florida
$902K – – –
SFG
52
StrategIQ Financial Group
Indiana
$750K – – –
RCAG
53
Rehmann Capital Advisory Group
Michigan
$733K -$145K -2,395 -16%
KNW
54
Kesler Norman & Wride
Utah
$728K -$11.4K -189 -2%
MWM
55
Meridian Wealth Management
Kentucky
$710K – – –
PWA
56
PCG Wealth Advisors
Kansas
$702K -$65.3K -1,082 -9%
SPIA
57
Steward Partners Investment Advisory
New York
$670K -$6.46K -107 -1%
SEA
58
Stegent Equity Advisors
Texas
$655K -$248K -4,110 -27%
BFA
59
Brendel Financial Advisors
New Hampshire
$641K +$29.7K +493 +5%
Mariner
60
Mariner
Kansas
$634K +$634K +10,508 New
GVAG
61
Great Valley Advisor Group
Delaware
$629K +$5.25K +87 +0.8%
GS
62
GTS Securities
New York
$610K +$70.8K +1,174 +13%
SAM
63
SignalPoint Asset Management
Missouri
$561K -$4.83K -80 -0.9%
CI
64
CX Institutional
Indiana
$553K +$553K +9,165 New
SFS
65
Security Financial Services
Indiana
$541K – – –
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$504K +$60 +1 +0%
Jane Street
67
Jane Street
New York
$503K +$503K +8,343 New
DADC
68
D.A. Davidson & Co
Montana
$496K +$8.75K +145 +2%
PAG
69
Private Advisor Group
New Jersey
$484K +$30.4K +503 +7%
MAS
70
Madden Advisory Services
Florida
$482K +$2.84K +47 +0.6%
SFPG
71
Stonebridge Financial Planning Group
Florida
$470K -$12.1K -200 -3%
VAS
72
Vestmark Advisory Solutions
Massachusetts
$455K -$12.7M -211,193 -97%
BFA
73
Beacon Financial Advisory
Ohio
$438K -$44.1K -730 -9%
OWM
74
OneAscent Wealth Management
Alabama
$433K -$18K -298 -4%
WWM
75
Western Wealth Management
Colorado
$429K -$282K -4,677 -40%
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