FXG icon

First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

147 hedge funds and large institutions have $455M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
49
Reduced
60
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$22.7M
2
Morgan Stanley
Morgan Stanley
New York
+$5.84M
3
FEG
Financial Enhancement Group
Indiana
+$3.81M
4
LPL Financial
LPL Financial
California
+$3.34M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.03M

Top Sellers

1
VCM
Virtue Capital Management
Tennessee
-$15.4M
2
IA
IFP Advisors
Florida
-$9.22M
3
Wells Fargo
Wells Fargo
California
-$6.26M
4
CWP
Cyndeo Wealth Partners
Florida
-$5.72M
5
RJA
Raymond James & Associates
Florida
-$5.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$261K +$261K +4,203 New
Marshall Wace
102
Marshall Wace
United Kingdom
$260K -$286K -4,609 -52%
WEG
103
World Equity Group
Illinois
$251K +$251K +7,031 New
ONB
104
Old National Bancorp
Indiana
$226K – – –
GWP
105
Gateway Wealth Partners
Wisconsin
$219K -$10.3K -166 -4%
IA
106
IFP Advisors
Florida
$218K -$9.22M -204,033 -98%
OWA
107
Outlook Wealth Advisors
Texas
$218K -$931 -15 -0.4%
SFC
108
Strategic Financial Concepts
Texas
$204K +$204K +3,295 New
FIA
109
Foundations Investment Advisors
Arizona
$202K +$202K +3,261 New
CFD
110
Creative Financial Designs
Indiana
$201K +$201K +3,236 New
PA
111
PSI Advisors
Florida
$187K +$497 +8 +0.3%
BAM
112
Bellevue Asset Management
Washington
$179K +$497 +8 +0.3%
CSB
113
City State Bank
Iowa
$123K +$123K +1,989 New
CFGS
114
Concourse Financial Group Securities
Alabama
$106K – – –
GWM
115
Geneos Wealth Management
Colorado
$101K – – –
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$96K – – –
CTB
117
Country Trust Bank
Illinois
$91.2K -$8.07K -130 -8%
FHA
118
First Horizon Advisors
Tennessee
$69.1K -$4.29K -69 -6%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$66.7K +$3.17K +51 +5%
IGWM
120
ICA Group Wealth Management
Colorado
$59.2K +$9.31K +150 +19%
WP
121
WealthPLAN Partners
Nebraska
$54.6K +$54.6K +879 New
FFA
122
Founders Financial Alliance
North Carolina
$42.6K – – –
BONH
123
Bank of New Hampshire
New Hampshire
$37.2K – – –
US Bancorp
124
US Bancorp
Minnesota
$26.3K – – –
SC
125
Stephens Consulting
Michigan
$24.7K +$62 +1 +0.3%
3 4
5
6 7