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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

122 hedge funds and large institutions have $168M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+3
Holders Change %
+2.52%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
36
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.9M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$12.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.55M
5
GC
Grimes & Company
Massachusetts
+$1.43M

Top Sellers

1
VCM
Virtue Capital Management
Tennessee
-$7.53M
2
Goldman Sachs
Goldman Sachs
New York
-$2.39M
3
UBS Group
UBS Group
Switzerland
-$2.11M
4
Bank of America
Bank of America
North Carolina
-$2M
5
ASN
Advisory Services Network
Georgia
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
101
Capital Investment Advisory Services
North Carolina
$15.9K – – –
PWA
102
Physician Wealth Advisors
Utah
$15.3K – – –
CFD
103
Creative Financial Designs
Indiana
$15.2K +$127 +2 +0.8%
MA
104
MCF Advisors
Kentucky
$15.2K – – –
WAS
105
Winch Advisory Services
Wisconsin
$13.8K +$63 +1 +0.5%
BTI
106
Blue Trust Inc
Georgia
$10.1K +$126 +2 +1%
CWM
107
Copia Wealth Management
Oregon
$10K – – –
SFA
108
Semmax Financial Advisors
North Carolina
$9.66K +$9.66K +150 New
TWM
109
Topsail Wealth Management
North Carolina
$8.54K – – –
WIM
110
Westside Investment Management
California
$8.04K – – –
AF
111
Allworth Financial
California
$7.78K +$63 +1 +0.8%
RIL
112
Rothschild Investment LLC
Illinois
$6.39K – – –
SS
113
Sunbelt Securities
Texas
$6.09K +$6.09K +95 New
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$6.08K – – –
AssetMark Inc
115
AssetMark Inc
California
$6.01K – – –
T
116
Transce3nd
Texas
$5K -$2.15K -34 -30%
DPW
117
DiNuzzo Private Wealth
Pennsylvania
$4.81K – – –
ACA
118
Aptus Capital Advisors
Alabama
$3.8K +$3.8K +60 New
HNW
119
High Note Wealth
Minnesota
$3.1K -$3.1K -49 -50%
CAM
120
Creekmur Asset Management
Illinois
$1.9K – – –
Russell Investments Group
121
Russell Investments Group
United Kingdom
$1.27K – – –
FCMT
122
Founders Capital Management (Texas)
Texas
$209 – – –
TPWA
123
Twin Peaks Wealth Advisors
California
$60 +$60 +1 New
VCM
124
Virtue Capital Management
Tennessee
– -$7.53M -115,222 Closed
ASN
125
Advisory Services Network
Georgia
– -$1.21M -18,486 Closed
2 3 4
5
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