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First Trust Consumer Staples AlphaDEX Fund

138 hedge funds and large institutions have $429M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-4
Holders Change %
-2.82%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
42
Reduced
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MOS
76
MGO One Seven
Ohio
$423K -$46.5K -770 -10%
AWM
77
AE Wealth Management
Kansas
$390K +$76.4K +1,266 +24%
RFWA
78
RPg Family Wealth Advisory
Massachusetts
$387K +$62K +1,027 +19%
AAS
79
Ameritas Advisory Services
Nebraska
$375K +$123K +2,089 +49%
WIA
80
World Investment Advisors
California
$347K -$30.1K -499 -8%
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$344K +$39.2K +650 +13%
WFA
82
WMG Financial Advisors
Tennessee
$328K -$80.3K -1,331 -20%
Comerica Bank
83
Comerica Bank
Texas
$325K +$325K +5,381 New
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$316K -$5.73K -95 -2%
Goldman Sachs
85
Goldman Sachs
New York
$314K -$2.11M -34,896 -87%
B
86
Bensler
Washington
$313K +$34K +563 +12%
GWP
87
Gateway Wealth Partners
Wisconsin
$307K +$43K +712 +16%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$296K +$296K +4,913 New
IA
89
IFP Advisors
Florida
$288K -$3.02K -50 -1%
KWM
90
Kingsview Wealth Management
Oregon
$287K -$13.3K -220 -4%
FEM
91
Fulcrum Equity Management
Texas
$264K -$139K -2,306 -35%
SG
92
StoneX Group
New York
$260K +$1.51K +25 +0.6%
HR
93
Howe & Rusling
New York
$255K -$63.5K -1,052 -20%
NS
94
NBC Securities
Alabama
$246K +$246K +4,080 New
OWA
95
Outlook Wealth Advisors
Texas
$245K +$7.24K +120 +3%
ACP
96
Aveo Capital Partners
Colorado
$245K
MCM
97
MAI Capital Management
Ohio
$245K -$176K -2,920 -42%
DWMG
98
DB Wealth Management Group
California
$243K -$131K -2,179 -35%
M1FG
99
Mach-1 Financial Group
Arkansas
$230K -$25.3K -420 -10%
PFS
100
Prospera Financial Services
Texas
$217K -$81.3K -1,347 -27%