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First Trust Consumer Staples AlphaDEX Fund

114 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 15 funds opening new positions, 29 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

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
114
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$14.4M
2 -$5.62M
3 -$1.84M
4
Bank of America
Bank of America
North Carolina
-$1.57M
5
Goldman Sachs
Goldman Sachs
New York
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
76
O'Shaughnessy Asset Management
Connecticut
$71.9K
AG
77
AmeriFlex Group
Nevada
$69.5K
NS
78
NBC Securities
Alabama
$65.4K
US Bancorp
79
US Bancorp
Minnesota
$63.8K
CSB
80
City State Bank
Iowa
$63.7K
CA
81
CoreCap Advisors
Michigan
$53.8K
FFA
82
Founders Financial Alliance
North Carolina
$46K
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
CIAS
87
Capital Investment Advisory Services
North Carolina
$16.1K
CFD
88
Creative Financial Designs
Indiana
$15.6K
PWA
89
Physician Wealth Advisors
Utah
$15.4K
MA
90
MCF Advisors
Kentucky
$15.3K
WAS
91
Winch Advisory Services
Wisconsin
$14.2K
RWM
92
RMG Wealth Management
Wisconsin
$14.2K
AC
93
AlphaCore Capital
California
$12.2K
MSG
94
Main Street Group
Virginia
$11K
BTI
95
Blue Trust Inc
Georgia
$10.4K
PWPS
96
Pinnacle Wealth Planning Services
Ohio
$9.81K
AAP
97
Arax Advisory Partners
Colorado
$9.49K
TWM
98
Topsail Wealth Management
North Carolina
$8.6K
AF
99
Allworth Financial
California
$8K
PSFG
100
Park Square Financial Group
Georgia
$7.58K