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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

122 hedge funds and large institutions have $168M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+3
Holders Change %
+2.52%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
36
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.9M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$12.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.55M
5
GC
Grimes & Company
Massachusetts
+$1.43M

Top Sellers

1
VCM
Virtue Capital Management
Tennessee
-$7.53M
2
Goldman Sachs
Goldman Sachs
New York
-$2.39M
3
UBS Group
UBS Group
Switzerland
-$2.11M
4
Bank of America
Bank of America
North Carolina
-$2M
5
ASN
Advisory Services Network
Georgia
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
76
Global Retirement Partners
California
$167K +$167K +2,640 New
AAS
77
Ameritas Advisory Services
Nebraska
$154K -$194K -3,071 -56%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$129K +$63 +1 +0%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$125K -$10.9K -172 -8%
HR
80
Howe & Rusling
New York
$121K -$4.87K -77 -4%
BAM
81
Bellevue Asset Management
Washington
$120K +$190 +3 +0.2%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$117K +$5.76K +91 +5%
MCM
83
MAI Capital Management
Ohio
$116K – – –
DFA
84
DHJJ Financial Advisors
Illinois
$113K – – –
CA
85
CoreCap Advisors
Michigan
$92.9K – – –
NS
86
NBC Securities
Alabama
$79K +$567 +9 +0.7%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$73K +$63 +1 +0.1%
CSB
88
City State Bank
Iowa
$63.3K -$59.8K -945 -49%
CI
89
CX Institutional
Indiana
$42K -$907K -14,464 -96%
PSFG
90
Park Square Financial Group
Georgia
$37.4K -$823 -13 -2%
MWM
91
MGB Wealth Management
Texas
$35.1K – – –
FHA
92
First Horizon Advisors
Tennessee
$34.3K – – –
HNB
93
Huntington National Bank
Ohio
$25.5K – – –
PS
94
Principal Securities
Iowa
$24.6K – – –
AAP
95
Arax Advisory Partners
Colorado
$22K +$12.5K +198 +133%
LFG
96
Larson Financial Group
Missouri
$18K – – –
BlackRock
97
BlackRock
New York
$17.3K – – –
S
98
SignatureFD
Georgia
$17.3K – – –
AWM
99
AE Wealth Management
Kansas
$17.1K -$1.27K -20 -7%
SC
100
Stephens Consulting
Michigan
$16.4K +$127 +2 +0.8%
2 3
4
5 6