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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

147 hedge funds and large institutions have $455M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
49
Reduced
60
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$22.7M
2
Morgan Stanley
Morgan Stanley
New York
+$5.84M
3
FEG
Financial Enhancement Group
Indiana
+$3.81M
4
LPL Financial
LPL Financial
California
+$3.34M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.03M

Top Sellers

1
VCM
Virtue Capital Management
Tennessee
-$15.4M
2
IA
IFP Advisors
Florida
-$9.22M
3
Wells Fargo
Wells Fargo
California
-$6.26M
4
CWP
Cyndeo Wealth Partners
Florida
-$5.72M
5
RJA
Raymond James & Associates
Florida
-$5.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$513K -$2.85M -45,952 -85%
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$496K -$164K -2,639 -25%
SFPG
78
Stonebridge Financial Planning Group
Florida
$496K +$12.4K +200 +3%
BFA
79
Beacon Financial Advisory
Ohio
$495K +$105K +1,692 +27%
CF
80
Centaurus Financial
California
$486K +$144K +2,313 +42%
MOS
81
MGO One Seven
Ohio
$483K – – –
OWM
82
OneAscent Wealth Management
Alabama
$480K -$8.68K -140 -2%
HR
83
Howe & Rusling
New York
$467K -$678K -10,931 -59%
MCM
84
MAI Capital Management
Ohio
$465K -$2.61K -42 -0.6%
JPMPWA
85
J.P. Morgan Private Wealth Advisors
California
$410K +$34.2K +551 +9%
LMKC
86
L.M. Kohn & Company
Ohio
$400K -$125K -2,019 -24%
WIA
87
World Investment Advisors
California
$394K -$59K -951 -13%
DWMG
88
DB Wealth Management Group
California
$386K +$1.49K +24 +0.4%
RFWA
89
RPg Family Wealth Advisory
Massachusetts
$369K -$74.8K -1,205 -17%
KPWS
90
Kestra Private Wealth Services
Texas
$364K -$255K -4,111 -41%
FFN
91
Focus Financial Network
Minnesota
$348K +$41.7K +672 +14%
ACP
92
Aveo Capital Partners
Colorado
$336K -$6.21K -100 -2%
CWP
93
Cyndeo Wealth Partners
Florida
$327K -$5.72M -92,092 -95%
AAS
94
Ameritas Advisory Services
Nebraska
$327K -$28.9K -465 -8%
PFS
95
Prospera Financial Services
Texas
$322K -$10.7K -173 -3%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$298K -$6.27K -101 -2%
NWMG
97
National Wealth Management Group
Ohio
$287K -$300K -4,712 -51%
B
98
Bensler
Washington
$286K +$286K +4,610 New
KWM
99
Kingsview Wealth Management
Oregon
$285K – – –
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$263K -$1.05M -16,963 -80%
2 3
4
5 6