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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

142 hedge funds and large institutions have $456M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-5
Holders Change %
-3.4%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
38
Reduced
57
Closed
18
Calls
–
Puts
$293K
Net Calls
-$293K
Net Calls Change
-$293K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
+$8.09M
2
CAS
Coppell Advisory Solutions
Texas
+$4.6M
3
NA
NewEdge Advisors
Louisiana
+$3.77M
4
NA
Navellier & Associates
Nevada
+$3.61M
5
KAS
Kestra Advisory Services
Texas
+$3.28M

Top Sellers

1
AC
Avestar Capital
New York
-$5.16M
2
CWM
Cornerstone Wealth Management
Missouri
-$4.32M
3
LPL Financial
LPL Financial
California
-$4M
4
FEG
Financial Enhancement Group
Indiana
-$3.81M
5
HAS
HBW Advisory Services
California
-$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$471K -$1.28M -20,404 -73%
OWM
77
OneAscent Wealth Management
Alabama
$468K -$16.6K -265 -3%
MCM
78
Monument Capital Management
Virginia
$465K +$465K +7,424 New
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$458K -$42.7K -682 -9%
GCP
80
GSA Capital Partners
United Kingdom
$440K +$440K +7,016 New
Citadel Advisors
81
Citadel Advisors
Florida
$439K -$1.61M -25,723 -79%
MCM
82
MAI Capital Management
Ohio
$437K -$31.9K -509 -7%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$427K +$427K +6,806 New
WFA
84
WMG Financial Advisors
Tennessee
$424K -$944K -15,062 -69%
FEM
85
Fulcrum Equity Management
Texas
$418K +$418K +6,678 New
WIA
86
World Investment Advisors
California
$392K -$6.2K -99 -2%
DWMG
87
DB Wealth Management Group
California
$389K -$564 -9 -0.1%
FFN
88
Focus Financial Network
Minnesota
$349K -$2.19K -35 -0.6%
RFWA
89
RPg Family Wealth Advisory
Massachusetts
$338K -$34.4K -549 -9%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$334K +$33.4K +533 +11%
HR
91
Howe & Rusling
New York
$331K -$140K -2,240 -30%
AWM
92
AE Wealth Management
Kansas
$326K -$192K -3,067 -37%
JPMPWA
93
J.P. Morgan Private Wealth Advisors
California
$316K -$98.1K -1,566 -24%
KWM
94
Kingsview Wealth Management
Oregon
$311K +$23.4K +374 +8%
PFS
95
Prospera Financial Services
Texas
$310K -$14.9K -237 -5%
IA
96
IFP Advisors
Florida
$302K – – –
AAS
97
Avantax Advisory Services
Texas
$302K +$38.5K +614 +15%
B
98
Bensler
Washington
$290K +$1.07K +17 +0.4%
GWP
99
Gateway Wealth Partners
Wisconsin
$274K +$52.9K +845 +24%
AAS
100
Ameritas Advisory Services
Nebraska
$269K -$59.4K -948 -18%
2 3
4
5 6