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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

138 hedge funds and large institutions have $429M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-4
Holders Change %
-2.82%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
42
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAWM
J. Arnold Wealth Management
Ohio
+$60.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$11.5M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.55M
4
UBS Group
UBS Group
Switzerland
+$2.63M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.41M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$43.5M
2
Wells Fargo
Wells Fargo
California
-$14.8M
3
VAS
Vestmark Advisory Solutions
Massachusetts
-$12.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.42M
5
KAS
Kestra Advisory Services
Texas
-$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
126
SignatureFD
Georgia
$16.5K – – –
BCMLT
127
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.1K – – –
CIAS
128
Capital Investment Advisory Services
North Carolina
$15.1K – – –
MA
129
MCF Advisors
Kentucky
$14.5K – – –
WAS
130
Winch Advisory Services
Wisconsin
$13K +$62 +1 +0.5%
GRP
131
Global Retirement Partners
California
$11.3K +$59 +1 +0.5%
WIM
132
Westside Investment Management
California
$9.17K – – –
AssetMark Inc
133
AssetMark Inc
California
$6.34K – – –
GI
134
Gradient Investments
Minnesota
$3.5K – – –
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$2.78K +$2.78K +46 New
BWM
136
Baystate Wealth Management
Massachusetts
$2.15K – – –
TFA
137
Transamerica Financial Advisors
Florida
$1K +$500 +2 +100%
FCMT
138
Founders Capital Management (Texas)
Texas
$192 – – –
FF
139
Financial Futures
New Jersey
– -$3.64M -58,098 Closed
SCA
140
Snowden Capital Advisors
New York
– -$1.67M -26,683 Closed
HAS
141
HBW Advisory Services
California
– -$1.25M -19,883 Closed
IWC
142
Integrated Wealth Concepts
Massachusetts
– -$756K -12,064 Closed
MCM
143
Monument Capital Management
Virginia
– -$465K -7,424 Closed
WAP
144
Wealthcare Advisory Partners
Pennsylvania
– -$458K -7,312 Closed
FFN
145
Focus Financial Network
Minnesota
– -$349K -5,567 Closed
CF
146
Centaurus Financial
California
– -$256K -4,079 Closed
ONB
147
Old National Bancorp
Indiana
– -$228K -3,633 Closed
AWA
148
Arete Wealth Advisors
Illinois
– -$212K -3,382 Closed
KPWS
149
Kestra Private Wealth Services
Texas
– -$212K -3,378 Closed
WP
150
WealthPLAN Partners
Nebraska
– -$55.1K -879 Closed
3 4 5
6
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