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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

135 hedge funds and large institutions have $331M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-3
Holders Change %
-2.17%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
21
Reduced
69
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$63.8M
2
RJA
Raymond James & Associates
Florida
$12.6M
3
GS
GTS Securities
New York
$2.97M
4
KDA
Kraft Davis & Associates
Missouri
$2.11M
5
MML Investors Services
MML Investors Services
Massachusetts
$1.68M

Top Sellers

1
JAWM
J. Arnold Wealth Management
Ohio
$2.36M
2
Osaic Holdings
Osaic Holdings
Arizona
$5.68M
3
Citadel Advisors
Citadel Advisors
Florida
$2.64M
4
UBS Group
UBS Group
Switzerland
$6.34M
5
Bank of America
Bank of America
North Carolina
$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
126
Rothschild Investment LLC
Illinois
$6.37K +$6.37K +101 New
ODG
127
O'Dell Group
Ohio
$5.74K +$5.74K +91 New
GI
128
Gradient Investments
Minnesota
$3.66K – – –
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$2.9K – – –
BWM
130
Baystate Wealth Management
Massachusetts
$2.26K – – –
CAM
131
Creekmur Asset Management
Illinois
$1.89K +$1.89K +30 New
NFA
132
Northwest Financial Advisors
Virginia
$1.58K +$1.58K +25 New
TFA
133
Transamerica Financial Advisors
Florida
$1K -$3K -3 -75%
SAM
134
Smartleaf Asset Management
Massachusetts
$441 +$441 +7 New
FCMT
135
Founders Capital Management (Texas)
Texas
$202 – – –
NA
136
Navellier & Associates
Nevada
– -$3.39M -56,216 Closed
WA
137
WESPAC Advisors
California
– -$2.69M -44,520 Closed
OC
138
Oppenheimer & Co
New York
– -$1.95M -32,312 Closed
NP
139
Nilsine Partners
Colorado
– -$1.14M -18,826 Closed
PWA
140
PCG Wealth Advisors
Kansas
– -$702K -11,633 Closed
CI
141
CX Institutional
Indiana
– -$553K -9,165 Closed
Jane Street
142
Jane Street
New York
– -$503K -8,343 Closed
DADC
143
D.A. Davidson & Co
Montana
– -$496K -8,226 Closed
VAS
144
Vestmark Advisory Solutions
Massachusetts
– -$455K -7,545 Closed
OWM
145
OneAscent Wealth Management
Alabama
– -$433K -7,176 Closed
MOS
146
MGO One Seven
Ohio
– -$423K -7,010 Closed
RFWA
147
RPg Family Wealth Advisory
Massachusetts
– -$387K -6,421 Closed
AAS
148
Ameritas Advisory Services
Nebraska
– -$375K -6,387 Closed
Goldman Sachs
149
Goldman Sachs
New York
– -$314K -5,211 Closed
B
150
Bensler
Washington
– -$313K -5,190 Closed
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