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First Trust Consumer Staples AlphaDEX Fund

107 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, 32 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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
107
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$127K
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$120K
BAM
78
Bellevue Asset Management
Washington
$116K
HR
79
Howe & Rusling
New York
$116K
DFA
80
DHJJ Financial Advisors
Illinois
$111K
MCM
81
MAI Capital Management
Ohio
$100K
CA
82
CoreCap Advisors
Michigan
$71.8K
NS
83
NBC Securities
Alabama
$63.2K
CSB
84
City State Bank
Iowa
$62.7K
WSFS
85
Wilmington Savings Fund Society
Delaware
$48.7K
FFA
86
Founders Financial Alliance
North Carolina
$44.8K
MWM
87
MGB Wealth Management
Texas
$34.8K
PS
88
Principal Securities
Iowa
$24.4K
LFG
89
Larson Financial Group
Missouri
$17.9K
S
90
SignatureFD
Georgia
$17.2K
BlackRock
91
BlackRock
New York
$17.2K
AWM
92
AE Wealth Management
Kansas
$16.9K
CIAS
93
Capital Investment Advisory Services
North Carolina
$15.8K
CFD
94
Creative Financial Designs
Indiana
$15.2K
PWA
95
Physician Wealth Advisors
Utah
$15.1K
MA
96
MCF Advisors
Kentucky
$15K
WAS
97
Winch Advisory Services
Wisconsin
$13.8K
BTI
98
Blue Trust Inc
Georgia
$11K
TWM
99
Topsail Wealth Management
North Carolina
$8.46K
PSFG
100
Park Square Financial Group
Georgia
$7.46K