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First Trust Consumer Staples AlphaDEX Fund

110 hedge funds and large institutions have $148M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.74% less ownership

Funds ownership: 57.48%53.74% (-3.7%)

11% less funds holding

Funds holding: 123110 (-13)

13% less capital invested

Capital invested by funds: $171M → $148M (-$22.8M)

34% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 50

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
110
Holders Change
-13
Holders Change %
-10.57%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
33
Reduced
50
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Allworth Financial
California
$7.78K +$64 +1 +0.8%
PSFG
102
Park Square Financial Group
Georgia
$7.46K -$30.2K -472 -80%
AssetMark Inc
103
AssetMark Inc
California
$5.95K
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$5.7K -$320 -5 -5%
DPW
105
DiNuzzo Private Wealth
Pennsylvania
$4.92K
MWA
106
Medallion Wealth Advisors
Connecticut
$4.07K
HNW
107
High Note Wealth
Minnesota
$3.07K
CAM
108
Creekmur Asset Management
Illinois
$1.63K -$256 -4 -13%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$1.25K
FCMT
110
Founders Capital Management (Texas)
Texas
$209
BEI
111
Benjamin Edwards Inc
Missouri
-$830K -13,120 Closed
SPC
112
Sigma Planning Corp
Michigan
-$518K -8,180 Closed
MOS
113
MGO One Seven
Ohio
-$500K -7,903 Closed
Jane Street
114
Jane Street
New York
-$426K -6,725 Closed
MSAM
115
Moloney Securities Asset Management
Missouri
-$381K -6,023 Closed
AAP
116
Arax Advisory Partners
Colorado
-$22K -347 Closed
SC
117
Stephens Consulting
Michigan
-$16.4K -259 Closed
CWM
118
Copia Wealth Management
Oregon
-$10K -158 Closed
WIM
119
Westside Investment Management
California
-$8.04K -127 Closed
RIL
120
Rothschild Investment LLC
Illinois
-$6.39K -101 Closed
SS
121
Sunbelt Securities
Texas
-$6.09K -95 Closed
T
122
Transce3nd
Texas
-$5K -79 Closed
ACA
123
Aptus Capital Advisors
Alabama
-$3.8K -60 Closed
TPWA
124
Twin Peaks Wealth Advisors
California
-$60 -1 Closed

FXG Hedge Fund Activity: Q3 2025 in Review

110 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q3 2025, worth a combined $148M — down 13% from $171M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FXG and 4 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 33 added.

The largest buyer was UBS Group, adding an estimated $1.11M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $6.51M.

  • 110 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q3 2025, down from 123 in Q2 2025.
  • Funds reported $148M of First Trust Consumer Staples AlphaDEX Fund stock for Q3 2025, down 13% quarter-over-quarter.
  • 4 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q3 2025 and 14 closed out, a net change of -10 holders.
  • The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q3 2025 was UBS Group, an estimated $1.11M added.
  • The largest First Trust Consumer Staples AlphaDEX Fund seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $6.51M sold.

Based on aggregated 13F filings for Q3 2025.