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First Trust Consumer Staples AlphaDEX Fund

126 hedge funds and large institutions have $226M invested in First Trust Consumer Staples AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
28
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
S
101
SignatureFD
Georgia
$17.6K
SC
102
Stephens Consulting
Michigan
$16.4K +$64 +1 +0.4%
CIAS
103
Capital Investment Advisory Services
North Carolina
$16.1K
PWA
104
Physician Wealth Advisors
Utah
$15.4K +$15.4K +241 New
MA
105
MCF Advisors
Kentucky
$15.4K
WAS
106
Winch Advisory Services
Wisconsin
$13.8K +$64 +1 +0.5%
AF
107
Allworth Financial
California
$12.8K +$12.8K +200 New
ACA
108
Atlas Capital Advisors
Wyoming
$10.2K
CWM
109
Copia Wealth Management
Oregon
$10.1K +$10.1K +158 New
BTI
110
Blue Trust Inc
Georgia
$10.1K +$10.1K +158 New
BCMLT
111
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.25K
US Bancorp
112
US Bancorp
Minnesota
$8.97K
TWM
113
Topsail Wealth Management
North Carolina
$8.65K +$8.65K +135 New
WIM
114
Westside Investment Management
California
$8.14K
CI
115
CX Institutional
Indiana
$7.75K +$7.75K +121 New
T
116
Transce3nd
Texas
$7.24K +$7.24K +113 New
RIL
117
Rothschild Investment LLC
Illinois
$6.47K
HNW
118
High Note Wealth
Minnesota
$6.28K +$6.28K +98 New
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$6.15K
AssetMark Inc
120
AssetMark Inc
California
$6.09K
SS
121
Sunbelt Securities
Texas
$6.05K
DPW
122
DiNuzzo Private Wealth
Pennsylvania
$4.87K
CAM
123
Creekmur Asset Management
Illinois
$1.92K
Russell Investments Group
124
Russell Investments Group
United Kingdom
$1.54K +$1.54K +24 New
FCMT
125
Founders Capital Management (Texas)
Texas
$209