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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

122 hedge funds and large institutions have $168M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+3
Holders Change %
+2.52%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
36
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.9M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$12.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.55M
5
GC
Grimes & Company
Massachusetts
+$1.43M

Top Sellers

1
VCM
Virtue Capital Management
Tennessee
-$7.53M
2
Goldman Sachs
Goldman Sachs
New York
-$2.39M
3
UBS Group
UBS Group
Switzerland
-$2.11M
4
Bank of America
Bank of America
North Carolina
-$2M
5
ASN
Advisory Services Network
Georgia
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$426K +$426K +6,725 New
MAS
52
Madden Advisory Services
Florida
$421K – – –
MSAM
53
Moloney Securities Asset Management
Missouri
$381K -$122K -1,927 -24%
SWP
54
Stratos Wealth Partners
Ohio
$375K +$22.9K +362 +7%
SFPG
55
Stonebridge Financial Planning Group
Florida
$358K – – –
RCAG
56
Rehmann Capital Advisory Group
Michigan
$344K -$95.5K -1,509 -22%
GVAG
57
Great Valley Advisor Group
Delaware
$343K -$39K -616 -10%
GVCM
58
Global View Capital Management
Wisconsin
$342K +$116K +1,837 +51%
CAS
59
Coppell Advisory Solutions
Texas
$340K -$1.57K -25 -0.5%
AI
60
Atria Investments
North Carolina
$325K +$325K +5,137 New
GWP
61
Gateway Wealth Partners
Wisconsin
$300K +$300K +4,737 New
SWM
62
Spire Wealth Management
Virginia
$283K -$847K -13,391 -75%
IAIM
63
International Assets Investment Management
Florida
$280K – – –
NA
64
NewEdge Advisors
Louisiana
$277K -$205K -3,241 -43%
GAM
65
Gotham Asset Management
New York
$276K – – –
WWM
66
Western Wealth Management
Colorado
$272K -$380 -6 -0.1%
WIA
67
World Investment Advisors
California
$266K +$190 +3 +0.1%
IA
68
IFP Advisors
Florida
$263K -$10K -158 -4%
WFA
69
WMG Financial Advisors
Tennessee
$239K -$31.4K -497 -12%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$237K -$24.3K -386 -9%
GWM
71
Geneos Wealth Management
Colorado
$234K -$77.8K -1,230 -25%
CWM
72
Cornerstone Wealth Management
Missouri
$232K +$190 +3 +0.1%
T
73
Tableaux
Massachusetts
$222K +$222K +2,634 New
PAS
74
Park Avenue Securities
New York
$207K +$207K +3,269 New
Comerica Bank
75
Comerica Bank
Texas
$189K +$1.65K +26 +0.9%
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