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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

87 hedge funds and large institutions have $121M invested in First Trust Consumer Staples AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
24
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.2M
2
RIA
Regal Investment Advisors
Michigan
+$920K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$860K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$841K
5
MWM
Meridian Wealth Management
Kentucky
+$703K

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$6.01M
2
NA
Navellier & Associates
Nevada
-$5.68M
3
VCM
Virtue Capital Management
Tennessee
-$3.83M
4
LPL Financial
LPL Financial
California
-$1.6M
5
Wells Fargo
Wells Fargo
California
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
MCF Advisors
Kentucky
$12K – – –
CFGS
77
Concourse Financial Group Securities
Alabama
$12K +$51 +1 +0.4%
WAS
78
Winch Advisory Services
Wisconsin
$10K – – –
WWM
79
Wagner Wealth Management
South Carolina
$10K +$10K +200 New
CFD
80
Creative Financial Designs
Indiana
$8K – – –
CIAS
81
Capital Investment Advisory Services
North Carolina
$5K – – –
PFBT
82
Parkside Financial Bank & Trust
Missouri
$4K – – –
IPW
83
IronBridge Private Wealth
Texas
$3K +$3K +51 New
CAAS
84
Capital Asset Advisory Services
Michigan
$2K – – –
LFG
85
Larson Financial Group
Missouri
$2K +$286 +5 +17%
WIM
86
Westside Investment Management
California
$7 – – –
NA
87
Navellier & Associates
Nevada
– -$5.68M -118,044 Closed
VCM
88
Virtue Capital Management
Tennessee
– -$3.83M -79,719 Closed
GSWM
89
Golden State Wealth Management
California
– -$96K -2,000 Closed
PFS
90
Prospera Financial Services
Texas
– -$85K -1,766 Closed
TRCT
91
Tower Research Capital (TRC)
New York
– -$40K -841 Closed
OIA
92
Optimum Investment Advisors
Illinois
– -$22K -450 Closed
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
– -$17K -346 Closed
AA
94
Advisory Alpha
Michigan
– -$1K -23 Closed
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