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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

117 hedge funds and large institutions have $261M invested in First Trust Consumer Staples AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
-4
Holders Change %
-3.31%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
25
Reduced
55
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
Financial Enhancement Group
Indiana
$3.81M
2
SPWM
Schrum Private Wealth Management
Florida
$1.89M
3
Stifel Financial
Stifel Financial
Missouri
$4.61M
4
KCFA
Key Client Fiduciary Advisors
New Jersey
$3.31M
5
RJA
Raymond James & Associates
Florida
$9.18M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$14M
2
MWS
Maxwell Wealth Strategies
California
$2.25M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.71M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$752K
5
Citadel Advisors
Citadel Advisors
Florida
$728K
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
126
International Assets Investment Management
Florida
– -$249K -3,864 Closed
Prudential Financial
127
Prudential Financial
New Jersey
– -$221K -3,425 Closed
GLA
128
Good Life Advisors
Pennsylvania
– -$215K -3,335 Closed
Creative Planning
129
Creative Planning
Kansas
– -$207K -3,205 Closed
BFA
130
Beacon Financial Advisory
Ohio
– -$203K -3,147 Closed
TAM
131
Tucker Asset Management
Colorado
– -$25.4K -394 Closed
CC
132
Cultivar Capital
Texas
– -$21.1K -328 Closed
2 3 4 5
6