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First Trust Consumer Staples AlphaDEX Fund

113 hedge funds and large institutions have $139M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 110113 (+3)

0.9% more ownership

Funds ownership: 53.74%54.64% (+0.9%)

6% less capital invested

Capital invested by funds: $148M → $139M (-$8.97M)

38% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 47

Holders
113
Holders Change
+3
Holders Change %
+2.73%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
29
Reduced
47
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
51
Nova Wealth Management
Florida
$349K -$225K -3,628 -39%
CAS
52
Coppell Advisory Solutions
Texas
$325K -$3.41K -55 -1%
HAS
53
HBW Advisory Services
California
$316K -$172K -2,774 -35%
GVAG
54
Great Valley Advisor Group
Delaware
$313K -$17.7K -286 -5%
MAS
55
Madden Advisory Services
Florida
$310K -$89.4K -1,442 -22%
AI
56
Atria Investments
North Carolina
$301K +$1.92K +31 +0.6%
SWM
57
Spire Wealth Management
Virginia
$271K
SFPG
58
Stonebridge Financial Planning Group
Florida
$269K -$52.7K -850 -16%
GVCM
59
Global View Capital Management
Wisconsin
$268K -$105K -1,698 -28%
GAM
60
Gotham Asset Management
New York
$264K
WWM
61
Western Wealth Management
Colorado
$231K -$31.8K -513 -12%
RCAG
62
Rehmann Capital Advisory Group
Michigan
$230K -$65.2K -1,051 -22%
IA
63
IFP Advisors
Florida
$230K -$15.5K -250 -6%
CI
64
CX Institutional
Indiana
$227K -$236K -3,804 -50%
CWM
65
Cornerstone Wealth Management
Missouri
$219K +$124 +2 +0.1%
GWP
66
Gateway Wealth Partners
Wisconsin
$219K -$62.9K -1,015 -22%
SIS
67
Sound Income Strategies
Florida
$215K +$210K +3,383 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$214K
Comerica Bank
69
Comerica Bank
Texas
$181K
NA
70
NewEdge Advisors
Louisiana
$158K -$95.8K -1,545 -37%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$151K -$17.7K -285 -10%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$129K +$13.3K +215 +11%
GWM
73
Geneos Wealth Management
Colorado
$127K -$98.6K -1,590 -43%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$123K +$62 +1 +0%
GRP
75
Global Retirement Partners
California
$114K -$48.4K -781 -29%

FXG Hedge Fund Activity: Q4 2025 in Review

113 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q4 2025, worth a combined $139M — down 6% from $148M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FXG positions and 9 closed out — a net gain of 4 holders — while 29 added to existing stakes and 47 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.71M. The largest seller was Morgan Stanley, cutting an estimated $4.28M.

  • 113 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q4 2025, up from 110 in Q3 2025.
  • Funds reported $139M of First Trust Consumer Staples AlphaDEX Fund stock for Q4 2025, down 6% quarter-over-quarter.
  • 13 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q4 2025 and 9 closed out, a net change of +4 holders.
  • The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q4 2025 was Osaic Holdings, an estimated $1.71M added.
  • The largest First Trust Consumer Staples AlphaDEX Fund seller in Q4 2025 was Morgan Stanley, an estimated $4.28M sold.

Based on aggregated 13F filings for Q4 2025.