We are live on ! Find out more
FXG icon

First Trust Consumer Staples AlphaDEX Fund

113 hedge funds and large institutions have $139M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 110113 (+3)

0.9% more ownership

Funds ownership: 53.74%54.64% (+0.9%)

6% less capital invested

Capital invested by funds: $148M → $139M (-$8.97M)

38% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 47

Holders
113
Holders Change
+3
Holders Change %
+2.73%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
29
Reduced
47
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
76
Bellevue Asset Management
Washington
$112K
Fidelity Investments
77
Fidelity Investments
Massachusetts
$109K -$19.5K -315 -15%
DFA
78
DHJJ Financial Advisors
Illinois
$108K
HR
79
Howe & Rusling
New York
$104K -$8.37K -135 -7%
MCM
80
MAI Capital Management
Ohio
$97K
AG
81
AmeriFlex Group
Nevada
$94.8K -$100K -1,615 -51%
OSAM
82
O'Shaughnessy Asset Management
Connecticut
$79.3K +$75.4K +1,216 +1,336%
NS
83
NBC Securities
Alabama
$62.3K +$1.05K +17 +2%
CSB
84
City State Bank
Iowa
$60.7K
CA
85
CoreCap Advisors
Michigan
$51.2K -$18.7K -302 -26%
PSFG
86
Park Square Financial Group
Georgia
$44.9K +$36.1K +582 +489%
MWM
87
MGB Wealth Management
Texas
$33.7K
HHCP
88
Hilton Head Capital Partners
South Carolina
$24.9K +$25.4K +410 New
AWM
89
AE Wealth Management
Kansas
$20.5K +$4.22K +68 +25%
LFG
90
Larson Financial Group
Missouri
$17.3K
BlackRock
91
BlackRock
New York
$16.6K
S
92
SignatureFD
Georgia
$16.6K
CIAS
93
Capital Investment Advisory Services
North Carolina
$15.3K
CFD
94
Creative Financial Designs
Indiana
$14.8K +$124 +2 +0.8%
PWA
95
Physician Wealth Advisors
Utah
$14.6K
MA
96
MCF Advisors
Kentucky
$14.6K
WAS
97
Winch Advisory Services
Wisconsin
$13.5K +$124 +2 +0.9%
AC
98
AlphaCore Capital
California
$11.7K +$11.9K +192 New
GAFA
99
Garton & Associates Financial Advisors
Kentucky
$10.1K +$10.3K +166 New
BTI
100
Blue Trust Inc
Georgia
$9.84K -$868 -14 -8%

FXG Hedge Fund Activity: Q4 2025 in Review

113 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q4 2025, worth a combined $139M — down 6% from $148M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FXG positions and 9 closed out — a net gain of 4 holders — while 29 added to existing stakes and 47 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.71M. The largest seller was Morgan Stanley, cutting an estimated $4.28M.

  • 113 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q4 2025, up from 110 in Q3 2025.
  • Funds reported $139M of First Trust Consumer Staples AlphaDEX Fund stock for Q4 2025, down 6% quarter-over-quarter.
  • 13 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q4 2025 and 9 closed out, a net change of +4 holders.
  • The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q4 2025 was Osaic Holdings, an estimated $1.71M added.
  • The largest First Trust Consumer Staples AlphaDEX Fund seller in Q4 2025 was Morgan Stanley, an estimated $4.28M sold.

Based on aggregated 13F filings for Q4 2025.