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First Trust Consumer Staples AlphaDEX Fund

110 hedge funds and large institutions have $148M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.74% less ownership

Funds ownership: 57.48%53.74% (-3.7%)

11% less funds holding

Funds holding: 123110 (-13)

13% less capital invested

Capital invested by funds: $171M → $148M (-$22.8M)

34% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 50

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
110
Holders Change
-13
Holders Change %
-10.57%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
33
Reduced
50
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$132K +$8.89K +139 +7%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$127K +$64 +1 +0%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$120K +$4.67K +73 +4%
BAM
79
Bellevue Asset Management
Washington
$116K -$2.81K -44 -2%
HR
80
Howe & Rusling
New York
$116K -$3.71K -58 -3%
DFA
81
DHJJ Financial Advisors
Illinois
$111K +$64 +1 +0.1%
MCM
82
MAI Capital Management
Ohio
$100K -$14.8K -232 -13%
CA
83
CoreCap Advisors
Michigan
$71.8K -$20.6K -322 -22%
NS
84
NBC Securities
Alabama
$63.2K -$15.8K -247 -20%
CSB
85
City State Bank
Iowa
$62.7K
WSFS
86
Wilmington Savings Fund Society
Delaware
$48.7K +$49.7K +777 New
FFA
87
Founders Financial Alliance
North Carolina
$44.8K +$45.7K +715 New
MWM
88
MGB Wealth Management
Texas
$34.8K
PS
89
Principal Securities
Iowa
$24.4K
LFG
90
Larson Financial Group
Missouri
$17.9K
BlackRock
91
BlackRock
New York
$17.2K
S
92
SignatureFD
Georgia
$17.2K
AWM
93
AE Wealth Management
Kansas
$16.9K
CIAS
94
Capital Investment Advisory Services
North Carolina
$15.8K +$64 +1 +0.4%
CFD
95
Creative Financial Designs
Indiana
$15.2K +$128 +2 +0.8%
PWA
96
Physician Wealth Advisors
Utah
$15.1K
MA
97
MCF Advisors
Kentucky
$15K
WAS
98
Winch Advisory Services
Wisconsin
$13.8K +$128 +2 +0.9%
BTI
99
Blue Trust Inc
Georgia
$11K +$1.02K +16 +10%
TWM
100
Topsail Wealth Management
North Carolina
$8.46K

FXG Hedge Fund Activity: Q3 2025 in Review

110 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q3 2025, worth a combined $148M — down 13% from $171M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FXG and 4 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 33 added.

The largest buyer was UBS Group, adding an estimated $1.11M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $6.51M.

  • 110 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q3 2025, down from 123 in Q2 2025.
  • Funds reported $148M of First Trust Consumer Staples AlphaDEX Fund stock for Q3 2025, down 13% quarter-over-quarter.
  • 4 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q3 2025 and 14 closed out, a net change of -10 holders.
  • The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q3 2025 was UBS Group, an estimated $1.11M added.
  • The largest First Trust Consumer Staples AlphaDEX Fund seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $6.51M sold.

Based on aggregated 13F filings for Q3 2025.