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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

142 hedge funds and large institutions have $456M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-5
Holders Change %
-3.4%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
38
Reduced
57
Closed
18
Calls
–
Puts
$293K
Net Calls
-$293K
Net Calls Change
-$293K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
+$8.09M
2
CAS
Coppell Advisory Solutions
Texas
+$4.6M
3
NA
NewEdge Advisors
Louisiana
+$3.77M
4
NA
Navellier & Associates
Nevada
+$3.61M
5
KAS
Kestra Advisory Services
Texas
+$3.28M

Top Sellers

1
AC
Avestar Capital
New York
-$5.16M
2
CWM
Cornerstone Wealth Management
Missouri
-$4.32M
3
LPL Financial
LPL Financial
California
-$4M
4
FEG
Financial Enhancement Group
Indiana
-$3.81M
5
HAS
HBW Advisory Services
California
-$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
101
StoneX Group
New York
$268K +$268K +4,277 New
M1FG
102
Mach-1 Financial Group
Arkansas
$265K +$265K +4,225 New
CF
103
Centaurus Financial
California
$256K -$235K -3,749 -48%
ACP
104
Aveo Capital Partners
Colorado
$254K -$84.5K -1,349 -25%
OWA
105
Outlook Wealth Advisors
Texas
$247K +$26.8K +428 +12%
ONB
106
Old National Bancorp
Indiana
$228K – – –
AWA
107
Arete Wealth Advisors
Illinois
$212K +$212K +3,382 New
KPWS
108
Kestra Private Wealth Services
Texas
$212K -$156K -2,491 -42%
CFD
109
Creative Financial Designs
Indiana
$203K +$626 +10 +0.3%
RIA
110
Realta Investment Advisors
Delaware
$201K +$201K +3,216 New
PA
111
PSI Advisors
Florida
$186K -$2.57K -41 -1%
BAM
112
Bellevue Asset Management
Washington
$180K – – –
CFGS
113
Concourse Financial Group Securities
Alabama
$170K +$62.5K +998 +58%
CSB
114
City State Bank
Iowa
$125K – – –
GWM
115
Geneos Wealth Management
Colorado
$102K – – –
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$97K – – –
Fidelity Investments
117
Fidelity Investments
Massachusetts
$95.4K +$28K +447 +42%
CTB
118
Country Trust Bank
Illinois
$92.1K – – –
FHA
119
First Horizon Advisors
Tennessee
$59.8K -$9.97K -159 -14%
WP
120
WealthPLAN Partners
Nebraska
$55.1K – – –
FFA
121
Founders Financial Alliance
North Carolina
$43.4K – – –
IGWM
122
ICA Group Wealth Management
Colorado
$39.4K -$20.4K -325 -34%
BONH
123
Bank of New Hampshire
New Hampshire
$37.6K – – –
US Bancorp
124
US Bancorp
Minnesota
$26.6K – – –
SC
125
Stephens Consulting
Michigan
$25K +$63 +1 +0.3%
3 4
5
6 7