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First Trust Consumer Staples AlphaDEX Fund

114 hedge funds and large institutions have $125M invested in First Trust Consumer Staples AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

10% less capital invested

Capital invested by funds: $139M → $125M (-$14.4M)

28% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 40

Holders
114
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$14.4M
2 -$5.62M
3 -$1.84M
4
Bank of America
Bank of America
North Carolina
-$1.57M
5
Goldman Sachs
Goldman Sachs
New York
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
101
William Blair & Company
Illinois
$6.37K
AssetMark Inc
102
AssetMark Inc
California
$5.29K
DPW
103
DiNuzzo Private Wealth
Pennsylvania
$4.84K
MWA
104
Medallion Wealth Advisors
Connecticut
$4.14K
ASN
105
Advisory Services Network
Georgia
$3.85K
HNW
106
High Note Wealth
Minnesota
$3.12K
MWA
107
Merkkuri Wealth Advisors
New York
$2.62K
AF
108
Advisornet Financial
Minnesota
$1.96K
Russell Investments Group
109
Russell Investments Group
United Kingdom
$1.27K
PGAM
110
Princeton Global Asset Management
New Jersey
$1.27K
ECA
111
Elevated Capital Advisors
Utah
$255
FCMT
112
Founders Capital Management (Texas)
Texas
$215
CAN
113
Capital Advisor Network
Indiana
$191
TPWA
114
Twin Peaks Wealth Advisors
California
$60
VAS
115
Vestmark Advisory Solutions
Massachusetts
GC
116
Grimes & Company
Massachusetts
MML Investors Services
117
MML Investors Services
Massachusetts
CAS
118
Coppell Advisory Solutions
Texas
HAS
119
HBW Advisory Services
California
AI
120
Atria Investments
North Carolina
RCAG
121
Rehmann Capital Advisory Group
Michigan
IA
122
IFP Advisors
Florida
GWP
123
Gateway Wealth Partners
Wisconsin
NA
124
NewEdge Advisors
Louisiana
GAFA
125
Garton & Associates Financial Advisors
Kentucky