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First Trust Consumer Staples AlphaDEX Fund

115 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 16 funds opening new positions, 29 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

2% more funds holding

Funds holding: 113115 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.68% less ownership

Funds ownership: 54.64%52.96% (-1.7%)

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
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
29
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSFG
101
Park Square Financial Group
Georgia
$7.58K -$37.9K -582 -83%
William Blair & Company
102
William Blair & Company
Illinois
$6.37K +$6.51K +100 New
AssetMark Inc
103
AssetMark Inc
California
$5.29K -$781 -12 -13%
DPW
104
DiNuzzo Private Wealth
Pennsylvania
$4.84K
MWA
105
Medallion Wealth Advisors
Connecticut
$4.14K
ASN
106
Advisory Services Network
Georgia
$3.85K +$3.9K +60 New
HNW
107
High Note Wealth
Minnesota
$3.12K
MWA
108
Merkkuri Wealth Advisors
New York
$2.62K +$2.67K +41 New
AF
109
Advisornet Financial
Minnesota
$1.96K
Russell Investments Group
110
Russell Investments Group
United Kingdom
$1.27K
PGAM
111
Princeton Global Asset Management
New Jersey
$1.27K +$1.3K +20 New
ECA
112
Elevated Capital Advisors
Utah
$255
FCMT
113
Founders Capital Management (Texas)
Texas
$215
CAN
114
Capital Advisor Network
Indiana
$191 +$195 +3 New
TPWA
115
Twin Peaks Wealth Advisors
California
$60 +$65 +1 New
VAS
116
Vestmark Advisory Solutions
Massachusetts
-$5.62M -92,535 Closed
GC
117
Grimes & Company
Massachusetts
-$1.84M -30,359 Closed
MML Investors Services
118
MML Investors Services
Massachusetts
-$515K -8,493 Closed
CAS
119
Coppell Advisory Solutions
Texas
-$325K -5,319 Closed
HAS
120
HBW Advisory Services
California
-$316K -5,214 Closed
AI
121
Atria Investments
North Carolina
-$301K -4,956 Closed
WWM
122
Western Wealth Management
Colorado
-$231K -3,800 Closed
RCAG
123
Rehmann Capital Advisory Group
Michigan
-$230K -3,793 Closed
IA
124
IFP Advisors
Florida
-$230K -3,785 Closed
GWP
125
Gateway Wealth Partners
Wisconsin
-$219K -3,605 Closed