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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

135 hedge funds and large institutions have $331M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-3
Holders Change %
-2.17%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
21
Reduced
69
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.8M
2
RJA
2
Raymond James & Associates
Florida
$12.6M
3
GS
3
GTS Securities
New York
$2.97M
4
KDA
4
Kraft Davis & Associates
Missouri
$2.11M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.68M

Top Sellers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$2.36M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.68M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.64M
4
UBS Group
4
UBS Group
Switzerland
$6.34M
5
Bank of America
5
Bank of America
North Carolina
$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Meridian Wealth Management
Kentucky
$748K +$5.3K +84 +0.7%
KNW
52
Kesler Norman & Wride
Utah
$745K -$16.7K -264 -2%
SFG
53
StrategIQ Financial Group
Indiana
$721K -$62.6K -992 -8%
BFA
54
Brendel Financial Advisors
New Hampshire
$657K -$13.1K -208 -2%
TWM
55
Trueblood Wealth Management
Ohio
$651K +$651K +10,312 New
RCAG
56
Rehmann Capital Advisory Group
Michigan
$646K -$121K -1,910 -16%
SAM
57
SignalPoint Asset Management
Missouri
$605K +$19.5K +310 +3%
SEA
58
Stegent Equity Advisors
Texas
$597K -$87.6K -1,389 -13%
SPIA
59
Steward Partners Investment Advisory
New York
$592K -$108K -1,713 -15%
SFS
60
Security Financial Services
Indiana
$565K – – –
MAS
61
Madden Advisory Services
Florida
$491K -$12.7K -201 -3%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$491K +$300K +4,754 +157%
GCP
63
GSA Capital Partners
United Kingdom
$487K +$262K +4,152 +116%
KPWS
64
Kestra Private Wealth Services
Texas
$484K +$484K +7,672 New
PAG
65
Private Advisor Group
New Jersey
$481K -$25.1K -398 -5%
Two Sigma Investments
66
Two Sigma Investments
New York
$479K +$479K +7,600 New
SFPG
67
Stonebridge Financial Planning Group
Florida
$457K -$34.7K -550 -7%
Mariner
68
Mariner
Kansas
$415K -$248K -3,926 -37%
GVAG
69
Great Valley Advisor Group
Delaware
$411K -$247K -3,916 -38%
WWM
70
Western Wealth Management
Colorado
$401K -$48.1K -763 -11%
SWP
71
Stratos Wealth Partners
Ohio
$390K +$390K +6,174 New
WFA
72
WMG Financial Advisors
Tennessee
$343K – – –
AWM
73
AE Wealth Management
Kansas
$325K -$76.3K -1,231 -19%
IAIM
74
International Assets Investment Management
Florida
$317K +$317K +5,024 New
BFA
75
Beacon Financial Advisory
Ohio
$307K -$151K -2,393 -33%
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