FXG icon

First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

117 hedge funds and large institutions have $261M invested in First Trust Consumer Staples AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
-4
Holders Change %
-3.31%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
25
Reduced
55
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
1
Financial Enhancement Group
Indiana
$3.81M
2
SPWM
2
Schrum Private Wealth Management
Florida
$1.89M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.61M
4
KCFA
4
Key Client Fiduciary Advisors
New Jersey
$3.31M
5
RJA
5
Raymond James & Associates
Florida
$9.18M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$14M
2
MWS
2
Maxwell Wealth Strategies
California
$2.25M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.71M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$752K
5
Citadel Advisors
5
Citadel Advisors
Florida
$728K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
51
SignalPoint Asset Management
Missouri
$651K -$477 -7 -0.1%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$592K -$290K -4,244 -33%
SPIA
53
Steward Partners Investment Advisory
New York
$581K -$17.4K -255 -3%
PAG
54
Private Advisor Group
New Jersey
$544K -$1.37K -20 -0.3%
RCAG
55
Rehmann Capital Advisory Group
Michigan
$504K -$13.9K -203 -3%
PWS
56
Proactive Wealth Strategies
Georgia
$497K +$497K +7,281 New
SPC
57
Sigma Planning Corp
Michigan
$496K +$496K +7,258 New
Goldman Sachs
58
Goldman Sachs
New York
$448K -$1.21M -17,669 -73%
MAS
59
Madden Advisory Services
Florida
$448K -$84.1K -1,231 -16%
GVAG
60
Great Valley Advisor Group
Delaware
$444K +$1.03K +15 +0.2%
HAS
61
HBW Advisory Services
California
$442K +$442K +6,471 New
WWM
62
Western Wealth Management
Colorado
$434K +$18.6K +272 +4%
Two Sigma Investments
63
Two Sigma Investments
New York
$417K +$417K +6,100 New
AAS
64
Ameritas Advisory Services
Nebraska
$407K +$1.44K +21 +0.4%
SFPG
65
Stonebridge Financial Planning Group
Florida
$406K -$20.5K -300 -5%
SWP
66
Stratos Wealth Partners
Ohio
$400K +$2.8K +41 +0.7%
WFA
67
WMG Financial Advisors
Tennessee
$318K – – –
IA
68
IFP Advisors
Florida
$295K -$26.6K -390 -8%
WIA
69
World Investment Advisors
California
$286K -$32.1K -470 -10%
ACP
70
Aveo Capital Partners
Colorado
$270K – – –
NS
71
NBC Securities
Alabama
$238K -$18.1K -266 -7%
GWM
72
Geneos Wealth Management
Colorado
$237K +$126K +1,840 +113%
B
73
Bensler
Washington
$236K +$820 +12 +0.3%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$213K -$53.9K -789 -20%
EH
75
Equitable Holdings
New York
$212K +$212K +3,102 New
1 2
3
4 5