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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

142 hedge funds and large institutions have $456M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-5
Holders Change %
-3.4%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
38
Reduced
57
Closed
18
Calls
–
Puts
$293K
Net Calls
-$293K
Net Calls Change
-$293K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
+$8.09M
2
CAS
Coppell Advisory Solutions
Texas
+$4.6M
3
NA
NewEdge Advisors
Louisiana
+$3.77M
4
NA
Navellier & Associates
Nevada
+$3.61M
5
KAS
Kestra Advisory Services
Texas
+$3.28M

Top Sellers

1
AC
Avestar Capital
New York
-$5.16M
2
CWM
Cornerstone Wealth Management
Missouri
-$4.32M
3
LPL Financial
LPL Financial
California
-$4M
4
FEG
Financial Enhancement Group
Indiana
-$3.81M
5
HAS
HBW Advisory Services
California
-$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAWM
126
J. Arnold Wealth Management
Ohio
$21.6K – – –
ACA
127
Atlas Capital Advisors
Wyoming
$18.8K – – –
LFG
128
Larson Financial Group
Missouri
$17.9K – – –
BlackRock
129
BlackRock
New York
$17.2K – – –
S
130
SignatureFD
Georgia
$17.2K – – –
BCMLT
131
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.1K +$63 +1 +0.4%
CIAS
132
Capital Investment Advisory Services
North Carolina
$15.7K – – –
MA
133
MCF Advisors
Kentucky
$15K – – –
WAS
134
Winch Advisory Services
Wisconsin
$13K – – –
GRP
135
Global Retirement Partners
California
$11.8K -$3.25K -52 -22%
WIM
136
Westside Investment Management
California
$9.52K – – –
AssetMark Inc
137
AssetMark Inc
California
$6.58K – – –
GI
138
Gradient Investments
Minnesota
$3.63K – – –
ODG
139
O'Dell Group
Ohio
$3.17K +$3.17K +51 New
BWM
140
Baystate Wealth Management
Massachusetts
$2.23K – – –
TFA
141
Transamerica Financial Advisors
Florida
$1K +$500 +1 +100%
FCMT
142
Founders Capital Management (Texas)
Texas
$199 – – –
AC
143
Avestar Capital
New York
– -$5.16M -83,133 Closed
CWM
144
Cornerstone Wealth Management
Missouri
– -$4.32M -69,532 Closed
FEG
145
Financial Enhancement Group
Indiana
– -$3.81M -60,636 Closed
SPL
146
Smart Portfolios LLC
Washington
– -$2.7M -43,522 Closed
BAM
147
Belpointe Asset Management
Nevada
– -$1.95M -31,477 Closed
WEG
148
World Equity Group
Illinois
– -$251K -7,031 Closed
LMKC
149
L.M. Kohn & Company
Ohio
– -$400K -6,441 Closed
CWP
150
Cyndeo Wealth Partners
Florida
– -$327K -5,264 Closed
3 4 5
6
7