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First Trust Consumer Staples AlphaDEX Fund

128 hedge funds and large institutions have $273M invested in First Trust Consumer Staples AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-7
Holders Change %
-5.19%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
22
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$93K +$1.84K +27 +2%
IPW
102
Impact Partnership Wealth
Georgia
$92.3K
FHA
103
First Horizon Advisors
Tennessee
$77.4K +$4.93K +72 +7%
IGWM
104
ICA Group Wealth Management
Colorado
$48.2K
FFA
105
Founders Financial Alliance
North Carolina
$47.5K
BONH
106
Bank of New Hampshire
New Hampshire
$41.1K
S
107
SignatureFD
Georgia
$28.6K +$9.79K +143 +52%
CFD
108
Creative Financial Designs
Indiana
$26.7K -$4.11K -60 -13%
PS
109
Principal Securities
Iowa
$26.6K
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$26.6K -$5.82K -85 -18%
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$21.6K
ACA
112
Atlas Capital Advisors
Wyoming
$20.5K
LFG
113
Larson Financial Group
Missouri
$19.5K
BlackRock
114
BlackRock
New York
$18.8K
BCMLT
115
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.7K +$69 +1 +0.4%
SC
116
Stephens Consulting
Michigan
$17.3K -$10.3K -151 -37%
CIAS
117
Capital Investment Advisory Services
North Carolina
$17.1K
MA
118
MCF Advisors
Kentucky
$16.4K
WAS
119
Winch Advisory Services
Wisconsin
$14.6K +$137 +2 +0.9%
RIA
120
Realta Investment Advisors
Delaware
$13.8K +$13.8K +201 New
GRP
121
Global Retirement Partners
California
$13.1K
WIM
122
Westside Investment Management
California
$10.4K
US Bancorp
123
US Bancorp
Minnesota
$9.59K -$19.5K -284 -67%
RIL
124
Rothschild Investment LLC
Illinois
$6.92K
AssetMark Inc
125
AssetMark Inc
California
$6.51K -$685 -10 -10%