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First Trust Consumer Staples AlphaDEX Fund

148 hedge funds and large institutions have $480M invested in First Trust Consumer Staples AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 40 reducing their positions, and 15 closing their positions.

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
58
Reduced
40
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
76
Apollon Wealth Management
South Carolina
$641K -$3.7K -59 -0.6%
KPWS
77
Kestra Private Wealth Services
Texas
$626K -$37.1K -591 -6%
SAM
78
SignalPoint Asset Management
Missouri
$591K -$3.96K -63 -0.7%
NWMG
79
National Wealth Management Group
Ohio
$579K -$42.4K -675 -7%
SFS
80
Security Financial Services
Indiana
$562K
Marshall Wace
81
Marshall Wace
United Kingdom
$552K +$552K +8,800 New
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$546K +$22.8K +364 +4%
LMKC
83
L.M. Kohn & Company
Ohio
$531K +$75.6K +1,204 +17%
MAS
84
Madden Advisory Services
Florida
$531K
OWM
85
OneAscent Wealth Management
Alabama
$495K +$495K +7,879 New
CA
86
CoreCap Advisors
Michigan
$494K +$494K +7,867 New
SFPG
87
Stonebridge Financial Planning Group
Florida
$489K
MOS
88
MGO One Seven
Ohio
$488K
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$488K +$379K +6,042 +350%
DC
90
Davenport & Co
Virginia
$475K +$82.8K +1,320 +21%
MCM
91
MAI Capital Management
Ohio
$472K +$6.28K +100 +1%
WIA
92
World Investment Advisors
California
$458K -$210K -3,344 -31%
RFWA
93
RPg Family Wealth Advisory
Massachusetts
$449K -$119K -1,889 -21%
CAM
94
Concorde Asset Management
Michigan
$418K +$418K +6,666 New
BFA
95
Beacon Financial Advisory
Ohio
$395K +$25.1K +400 +7%
DWMG
96
DB Wealth Management Group
California
$389K +$78.1K +1,244 +25%
LNC
97
Lincoln National Corp
Pennsylvania
$387K +$387K +6,164 New
JPMPWA
98
J.P. Morgan Private Wealth Advisors
California
$380K +$380K +6,059 New
AAS
99
Ameritas Advisory Services
Nebraska
$358K +$54K +860 +18%
CF
100
Centaurus Financial
California
$346K -$188K -3,002 -35%