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First Trust Consumer Staples AlphaDEX Fund

113 hedge funds and large institutions have $139M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 110113 (+3)

0.9% more ownership

Funds ownership: 53.74%54.64% (+0.9%)

6% less capital invested

Capital invested by funds: $148M → $139M (-$8.97M)

38% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 47

Holders
113
Holders Change
+3
Holders Change %
+2.73%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
29
Reduced
47
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
101
Pinnacle Wealth Planning Services
Ohio
$9.35K +$9.55K +154 New
AAP
102
Arax Advisory Partners
Colorado
$9.04K +$9.24K +149 New
TWM
103
Topsail Wealth Management
North Carolina
$8.19K
AF
104
Allworth Financial
California
$7.58K +$62 +1 +0.8%
AssetMark Inc
105
AssetMark Inc
California
$5.76K
DPW
106
DiNuzzo Private Wealth
Pennsylvania
$4.61K
MWA
107
Medallion Wealth Advisors
Connecticut
$3.94K
HNW
108
High Note Wealth
Minnesota
$2.97K
AF
109
Advisornet Financial
Minnesota
$1.71K +$1.74K +28 New
Russell Investments Group
110
Russell Investments Group
United Kingdom
$1.21K
TRCT
111
Tower Research Capital (TRC)
New York
$303 -$211K -3,408 -100%
ECA
112
Elevated Capital Advisors
Utah
$243 +$248 +4 New
FCMT
113
Founders Capital Management (Texas)
Texas
$204
AAS
114
Ameritas Advisory Services
Nebraska
-$314K -5,003 Closed
FTUS
115
Flow Traders U.S.
New York
-$301K -4,795 Closed
IAIM
116
International Assets Investment Management
Florida
-$284K -4,424 Closed
WIA
117
World Investment Advisors
California
-$252K -4,026 Closed
WFA
118
WMG Financial Advisors
Tennessee
-$217K -3,463 Closed
PAS
119
Park Avenue Securities
New York
-$205K -3,272 Closed
WSFS
120
Wilmington Savings Fund Society
Delaware
-$48.7K -777 Closed
FFA
121
Founders Financial Alliance
North Carolina
-$44.8K -715 Closed
PS
122
Principal Securities
Iowa
-$24.4K -389 Closed

FXG Hedge Fund Activity: Q4 2025 in Review

113 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q4 2025, worth a combined $139M — down 6% from $148M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FXG positions and 9 closed out — a net gain of 4 holders — while 29 added to existing stakes and 47 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.71M. The largest seller was Morgan Stanley, cutting an estimated $4.28M.

  • 113 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q4 2025, up from 110 in Q3 2025.
  • Funds reported $139M of First Trust Consumer Staples AlphaDEX Fund stock for Q4 2025, down 6% quarter-over-quarter.
  • 13 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q4 2025 and 9 closed out, a net change of +4 holders.
  • The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q4 2025 was Osaic Holdings, an estimated $1.71M added.
  • The largest First Trust Consumer Staples AlphaDEX Fund seller in Q4 2025 was Morgan Stanley, an estimated $4.28M sold.

Based on aggregated 13F filings for Q4 2025.