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First Trust Consumer Staples AlphaDEX Fund

115 hedge funds and large institutions have $125M invested in First Trust Consumer Staples AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

2% more funds holding

Funds holding: 113115 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.68% less ownership

Funds ownership: 54.64%52.96% (-1.7%)

10% less capital invested

Capital invested by funds: $139M → $125M (-$14.4M)

28% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 40

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
29
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
76
O'Shaughnessy Asset Management
Connecticut
$71.9K -$11.6K -179 -14%
AG
77
AmeriFlex Group
Nevada
$69.5K -$30.8K -473 -30%
NS
78
NBC Securities
Alabama
$65.4K
US Bancorp
79
US Bancorp
Minnesota
$63.8K +$65.2K +1,002 New
CSB
80
City State Bank
Iowa
$63.7K
CA
81
CoreCap Advisors
Michigan
$53.8K
FFA
82
Founders Financial Alliance
North Carolina
$46K +$47K +723 New
HHCP
83
Hilton Head Capital Partners
South Carolina
$26.1K
LFG
84
Larson Financial Group
Missouri
$18.2K
S
85
SignatureFD
Georgia
$17.5K
AWM
86
AE Wealth Management
Kansas
$17.3K -$4.29K -66 -20%
CIAS
87
Capital Investment Advisory Services
North Carolina
$16.1K
CFD
88
Creative Financial Designs
Indiana
$15.6K +$65 +1 +0.4%
PWA
89
Physician Wealth Advisors
Utah
$15.4K
MA
90
MCF Advisors
Kentucky
$15.3K
FWP
91
FAS Wealth Partners
Kansas
$15K +$15.4K +236 New
WAS
92
Winch Advisory Services
Wisconsin
$14.2K +$65 +1 +0.5%
RWM
93
RMG Wealth Management
Wisconsin
$14.2K +$15.1K +232 New
AC
94
AlphaCore Capital
California
$12.2K
MSG
95
Main Street Group
Virginia
$11K +$11.2K +172 New
BTI
96
Blue Trust Inc
Georgia
$10.4K +$65 +1 +0.6%
PWPS
97
Pinnacle Wealth Planning Services
Ohio
$9.81K
AAP
98
Arax Advisory Partners
Colorado
$9.49K
TWM
99
Topsail Wealth Management
North Carolina
$8.6K
AF
100
Allworth Financial
California
$8K