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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

121 hedge funds and large institutions have $165M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
35
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.4M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$12.5M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.35M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.26M
5
GC
5
Grimes & Company
Massachusetts
$1.43M

Top Sellers

1
VCM
1
Virtue Capital Management
Tennessee
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$845K
3
UBS Group
3
UBS Group
Switzerland
$1.22M
4
Bank of America
4
Bank of America
North Carolina
$5.16M
5
ASN
5
Advisory Services Network
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
76
Ameritas Advisory Services
Nebraska
$154K 2,437 -3,071 -56%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$129K 2,031 +1 +0%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$125K 1,970 -172 -8%
HR
79
Howe & Rusling
New York
$121K 1,907 -77 -4%
BAM
80
Bellevue Asset Management
Washington
$120K 1,895 +3 +0.2%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$117K 1,844 +91 +5%
MCM
82
MAI Capital Management
Ohio
$116K 1,831 – –
DFA
83
DHJJ Financial Advisors
Illinois
$113K 1,778 – –
CA
84
CoreCap Advisors
Michigan
$92.9K 1,468 – –
NS
85
NBC Securities
Alabama
$79K 1,255 +9 +0.7%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$73K 1,157 +1 +0.1%
CSB
87
City State Bank
Iowa
$63.3K 1,000 -945 -49%
CI
88
CX Institutional
Indiana
$42K 670 -14,464 -96%
PSFG
89
Park Square Financial Group
Georgia
$37.4K 591 -13 -2%
MWM
90
MGB Wealth Management
Texas
$35.1K 555 – –
FHA
91
First Horizon Advisors
Tennessee
$34.3K 542 – –
HNB
92
Huntington National Bank
Ohio
– – – –
PS
93
Principal Securities
Iowa
$24.6K 389 – –
AAP
94
Arax Advisory Partners
Colorado
$22K 347 +198 +133%
LFG
95
Larson Financial Group
Missouri
$18K 285 – –
S
96
SignatureFD
Georgia
$17.3K 274 – –
BlackRock
97
BlackRock
New York
$17.3K 274 – –
AWM
98
AE Wealth Management
Kansas
$17.1K 270 -20 -7%
SC
99
Stephens Consulting
Michigan
$16.4K 259 +2 +0.8%
CIAS
100
Capital Investment Advisory Services
North Carolina
$15.9K 251 – –
2 3
4
5 6