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First Trust Consumer Staples AlphaDEX Fund

110 hedge funds and large institutions have $148M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.74% less ownership

Funds ownership: 57.48%53.74% (-3.7%)

11% less funds holding

Funds holding: 123110 (-13)

13% less capital invested

Capital invested by funds: $171M → $148M (-$22.8M)

34% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 50

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
110
Holders Change
-13
Holders Change %
-10.57%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
33
Reduced
50
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
51
Great Valley Advisor Group
Delaware
$342K +$1.66K +26 +0.5%
CAS
52
Coppell Advisory Solutions
Texas
$334K -$1.66K -26 -0.5%
SFPG
53
Stonebridge Financial Planning Group
Florida
$331K -$24.6K -385 -7%
AAS
54
Ameritas Advisory Services
Nebraska
$314K +$164K +2,566 +105%
AI
55
Atria Investments
North Carolina
$309K -$13.6K -212 -4%
RCAG
56
Rehmann Capital Advisory Group
Michigan
$304K -$37.4K -585 -11%
FTUS
57
Flow Traders U.S.
New York
$301K +$307K +4,795 New
GWP
58
Gateway Wealth Partners
Wisconsin
$290K -$7.48K -117 -2%
IAIM
59
International Assets Investment Management
Florida
$284K
SWM
60
Spire Wealth Management
Virginia
$280K
GAM
61
Gotham Asset Management
New York
$273K
WWM
62
Western Wealth Management
Colorado
$270K +$895 +14 +0.3%
NA
63
NewEdge Advisors
Louisiana
$260K -$14.1K -221 -5%
IA
64
IFP Advisors
Florida
$253K -$7.61K -119 -3%
WIA
65
World Investment Advisors
California
$252K -$11K -172 -4%
GWM
66
Geneos Wealth Management
Colorado
$231K
CWM
67
Cornerstone Wealth Management
Missouri
$226K -$3.71K -58 -2%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$221K +$151K +2,368 +205%
WFA
69
WMG Financial Advisors
Tennessee
$217K -$20.1K -314 -8%
TRCT
70
Tower Research Capital (TRC)
New York
$214K -$524K -8,203 -71%
PAS
71
Park Avenue Securities
New York
$205K +$192 +3 +0.1%
AG
72
AmeriFlex Group
Nevada
$199K +$203K +3,178 New
Comerica Bank
73
Comerica Bank
Texas
$187K +$384 +6 +0.2%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$172K -$63.4K -991 -26%
GRP
75
Global Retirement Partners
California
$167K +$1.47K +23 +0.9%

FXG Hedge Fund Activity: Q3 2025 in Review

110 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q3 2025, worth a combined $148M — down 13% from $171M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FXG and 4 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 33 added.

The largest buyer was UBS Group, adding an estimated $1.11M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $6.51M.

  • 110 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q3 2025, down from 123 in Q2 2025.
  • Funds reported $148M of First Trust Consumer Staples AlphaDEX Fund stock for Q3 2025, down 13% quarter-over-quarter.
  • 4 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q3 2025 and 14 closed out, a net change of -10 holders.
  • The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q3 2025 was UBS Group, an estimated $1.11M added.
  • The largest First Trust Consumer Staples AlphaDEX Fund seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $6.51M sold.

Based on aggregated 13F filings for Q3 2025.