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First Trust Consumer Staples AlphaDEX Fund

119 hedge funds and large institutions have $154M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-7
Holders Change %
-5.56%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
32
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$140K +$16.8K +257 +14%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$133K -$19.8K -303 -13%
HR
78
Howe & Rusling
New York
$130K
CSB
79
City State Bank
Iowa
$127K
BAM
80
Bellevue Asset Management
Washington
$124K +$131 +2 +0.1%
MCM
81
MAI Capital Management
Ohio
$120K
DFA
82
DHJJ Financial Advisors
Illinois
$116K -$26.7K -409 -19%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$115K -$3.79K -58 -3%
CA
84
CoreCap Advisors
Michigan
$95.9K +$11.4K +175 +14%
NS
85
NBC Securities
Alabama
$81K +$80.8K +1,243 +41,433%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$76K -$12K -182 -14%
FFA
87
Founders Financial Alliance
North Carolina
$45.9K +$196 +3 +0.4%
PSFG
88
Park Square Financial Group
Georgia
$39.4K -$77.8K -1,192 -66%
BONH
89
Bank of New Hampshire
New Hampshire
$39.2K
MWM
90
MGB Wealth Management
Texas
$36.3K +$36.3K +555 New
FHA
91
First Horizon Advisors
Tennessee
$35.4K
PS
92
Principal Securities
Iowa
$24.9K
AWM
93
AE Wealth Management
Kansas
$18.9K
LFG
94
Larson Financial Group
Missouri
$18.6K
BlackRock
95
BlackRock
New York
$17.9K -$45.7K -700 -72%
S
96
SignatureFD
Georgia
$17.9K
SC
97
Stephens Consulting
Michigan
$16.8K +$65 +1 +0.4%
CIAS
98
Capital Investment Advisory Services
North Carolina
$16.4K
PWA
99
Physician Wealth Advisors
Utah
$15.7K
MA
100
MCF Advisors
Kentucky
$15.7K