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First Trust Consumer Staples AlphaDEX Fund

121 hedge funds and large institutions have $259M invested in First Trust Consumer Staples AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-7
Holders Change %
-5.47%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
32
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PS
101
Principal Securities
Iowa
$25.1K
CFD
102
Creative Financial Designs
Indiana
$23.9K -$1.16K -18 -5%
GRP
103
Global Retirement Partners
California
$21.4K +$9.08K +141 +74%
CC
104
Cultivar Capital
Texas
$21.1K +$21.1K +328 New
LFG
105
Larson Financial Group
Missouri
$18.4K
S
106
SignatureFD
Georgia
$17.7K -$9.21K -143 -34%
BlackRock
107
BlackRock
New York
$17.7K
SC
108
Stephens Consulting
Michigan
$16.3K +$65 +1 +0.4%
CIAS
109
Capital Investment Advisory Services
North Carolina
$16.1K
MA
110
MCF Advisors
Kentucky
$15.5K
WAS
111
Winch Advisory Services
Wisconsin
$13.8K +$64 +1 +0.5%
RIA
112
Realta Investment Advisors
Delaware
$13K
ACA
113
Atlas Capital Advisors
Wyoming
$12.2K -$7.09K -110 -37%
WIM
114
Westside Investment Management
California
$9.79K
BCMLT
115
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.28K -$7.34K -114 -44%
US Bancorp
116
US Bancorp
Minnesota
$9.02K
RIL
117
Rothschild Investment LLC
Illinois
$6.51K
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$6.19K +$3.22K +50 +109%
AssetMark Inc
119
AssetMark Inc
California
$6.12K
CAM
120
Creekmur Asset Management
Illinois
$1.93K
FCMT
121
Founders Capital Management (Texas)
Texas
$208
CBFP
122
Cedar Brook Financial Partners
Ohio
-$2.05M -29,862 Closed
GWA
123
Gratus Wealth Advisors
Virginia
-$1.62M -24,856 Closed
SEA
124
Stegent Equity Advisors
Texas
-$871K -12,715 Closed
LNC
125
Lincoln National Corp
Pennsylvania
-$633K -9,243 Closed