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First Trust Consumer Staples AlphaDEX Fund

123 hedge funds and large institutions have $171M 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

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $154M → $171M (+$16.6M)

4.39% more ownership

Funds ownership: 53.09%57.48% (+4.4%)

3% more funds holding

Funds holding: 120123 (+3)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
36
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
76
Global Retirement Partners
California
$167K +$169K +2,640 New
AAS
77
Ameritas Advisory Services
Nebraska
$154K -$197K -3,071 -56%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$129K +$64 +1 +0%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$125K -$11K -172 -8%
HR
80
Howe & Rusling
New York
$121K -$4.93K -77 -4%
BAM
81
Bellevue Asset Management
Washington
$120K +$192 +3 +0.2%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$117K +$5.83K +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 +$576 +9 +0.7%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$73K +$64 +1 +0.1%
CSB
88
City State Bank
Iowa
$63.3K -$60.5K -945 -49%
CI
89
CX Institutional
Indiana
$42K -$926K -14,464 -96%
PSFG
90
Park Square Financial Group
Georgia
$37.4K -$833 -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 +$12.7K +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 -$1.28K -20 -7%
SC
100
Stephens Consulting
Michigan
$16.4K +$128 +2 +0.8%

FXG Hedge Fund Activity: Q2 2025 in Review

123 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q2 2025, worth a combined $171M — up 11% from $154M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FXG positions and 10 closed out — a net gain of 3 holders — while 36 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.1M. The largest seller was Virtue Capital Management, exiting entirely with an estimated $7.53M sold.

  • 123 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q2 2025, up from 120 in Q1 2025.
  • Funds reported $171M of First Trust Consumer Staples AlphaDEX Fund stock for Q2 2025, up 11% quarter-over-quarter.
  • 13 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q2 2025 and 10 closed out, a net change of +3 holders.
  • The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q2 2025 was Morgan Stanley, an estimated $14.1M added.
  • The largest First Trust Consumer Staples AlphaDEX Fund seller in Q2 2025 was Virtue Capital Management, an estimated $7.53M sold.

Based on aggregated 13F filings for Q2 2025.