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First Trust Consumer Staples AlphaDEX Fund

128 hedge funds and large institutions have $273M invested in First Trust Consumer Staples AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-7
Holders Change %
-5.19%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
22
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
51
Trueblood Wealth Management
Ohio
$696K -$10.8K -157 -2%
GS
52
GTS Securities
New York
$692K -$2.54M -37,037 -79%
SAM
53
SignalPoint Asset Management
Missouri
$657K -$890 -13 -0.1%
LNC
54
Lincoln National Corp
Pennsylvania
$633K -$446K -6,518 -41%
MOS
55
MGO One Seven
Ohio
$620K +$620K +9,055 New
SFS
56
Security Financial Services
Indiana
$614K
SPIA
57
Steward Partners Investment Advisory
New York
$611K -$31.8K -464 -5%
FGA
58
Fortis Group Advisors
New Jersey
$540K +$540K +7,889 New
MAS
59
Madden Advisory Services
Florida
$534K
RCAG
60
Rehmann Capital Advisory Group
Michigan
$530K -$171K -2,497 -24%
GLA
61
Good Life Advisors
Pennsylvania
$529K -$501K -7,311 -49%
PAG
62
Private Advisor Group
New Jersey
$500K -$22.7K -332 -4%
SFPG
63
Stonebridge Financial Planning Group
Florida
$496K
NA
64
Navellier & Associates
Nevada
$470K +$470K +6,868 New
GVAG
65
Great Valley Advisor Group
Delaware
$448K +$1.51K +22 +0.3%
Mariner
66
Mariner
Kansas
$447K -$3.42K -50 -0.8%
KPWS
67
Kestra Private Wealth Services
Texas
$434K -$91.2K -1,332 -17%
WWM
68
Western Wealth Management
Colorado
$432K -$3.01K -44 -0.7%
SWP
69
Stratos Wealth Partners
Ohio
$398K -$24.9K -363 -6%
CA
70
Cetera Advisors
Colorado
$393K +$393K +5,744 New
AAS
71
Ameritas Advisory Services
Nebraska
$392K +$392K +5,940 New
RFWA
72
RPg Family Wealth Advisory
Massachusetts
$379K +$379K +5,539 New
WFA
73
WMG Financial Advisors
Tennessee
$342K -$30.4K -444 -8%
WIA
74
World Investment Advisors
California
$319K -$1.58K -23 -0.5%
IA
75
IFP Advisors
Florida
$311K -$16.2K -237 -5%