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First Trust Consumer Staples AlphaDEX Fund

147 hedge funds and large institutions have $455M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
49
Reduced
60
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JAWM
126
J. Arnold Wealth Management
Ohio
$21.4K
SS
127
Sunbelt Securities
Texas
$20.9K +$20.9K +339 New
ACA
128
Atlas Capital Advisors
Wyoming
$18.6K -$2.24K -36 -11%
LFG
129
Larson Financial Group
Missouri
$17.7K
BlackRock
130
BlackRock
New York
$17K
S
131
SignatureFD
Georgia
$17K
BCMLT
132
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.9K -$1.62K -26 -9%
CIAS
133
Capital Investment Advisory Services
North Carolina
$15.5K
GRP
134
Global Retirement Partners
California
$15.3K +$12K +189 +363%
MA
135
MCF Advisors
Kentucky
$14.9K
WAS
136
Winch Advisory Services
Wisconsin
$13K +$62 +1 +0.5%
TAM
137
Tucker Asset Management
Colorado
$12.4K +$2.86K +46 +30%
WIM
138
Westside Investment Management
California
$9.43K
AWM
139
Accel Wealth Management
Iowa
$9.03K +$9.03K +145 New
AssetMark Inc
140
AssetMark Inc
California
$6.52K -$6.52K -105 -50%
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.47K
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$4.41K +$87 +1,405 +2%
GI
143
Gradient Investments
Minnesota
$3.6K +$3.6K +58 New
HNB
144
Huntington National Bank
Ohio
$2.37K
BWM
145
Baystate Wealth Management
Massachusetts
$2.2K -$12.6K -200 -85%
TFA
146
Transamerica Financial Advisors
Florida
$1K -$4K -4 -80%
ASN
147
Advisory Services Network
Georgia
$91 -$297K -3,267 -100%
VCM
148
Virtue Capital Management
Tennessee
-$15.4M -245,168 Closed
CASC
149
Coppell Advisory Solutions Corp
Texas
-$2.95M -47,069 Closed
CAS
150
Coppell Advisory Solutions
Texas
-$2.95M -47,069 Closed