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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

87 hedge funds and large institutions have $121M invested in First Trust Consumer Staples AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
24
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.2M
2
RIA
Regal Investment Advisors
Michigan
+$920K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$860K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$841K
5
MWM
Meridian Wealth Management
Kentucky
+$703K

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$6.01M
2
NA
Navellier & Associates
Nevada
-$5.68M
3
VCM
Virtue Capital Management
Tennessee
-$3.83M
4
LPL Financial
LPL Financial
California
-$1.6M
5
Wells Fargo
Wells Fargo
California
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.4M -$910K -17,632 -6%
Wells Fargo
2
Wells Fargo
California
$12.3M -$1.31M -25,312 -10%
Bank of America
3
Bank of America
North Carolina
$11.5M -$339K -6,575 -3%
SPL
4
Smart Portfolios LLC
Washington
$7.79M -$88.6K -1,716 -1%
UBS Group
5
UBS Group
Switzerland
$6.98M +$29.5K +572 +0.4%
JAWM
6
J. Arnold Wealth Management
Ohio
$5.94M +$136K +2,640 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.39M +$446K +8,640 +9%
SWM
8
Strategic Wealth Management
Washington
$5.15M -$232K -4,493 -4%
LPL Financial
9
LPL Financial
California
$4.84M -$1.6M -31,071 -25%
RJA
10
Raymond James & Associates
Florida
$3.58M +$109K +2,110 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.18M -$252K -4,878 -7%
HR
12
Howe & Rusling
New York
$2.59M -$189K -3,661 -7%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$2.51M -$342K -6,632 -12%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.51M +$841K +16,288 +50%
Citadel Advisors
15
Citadel Advisors
Florida
$2.2M +$2.2M +42,705 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.16M -$90K -1,744 -4%
Stifel Financial
17
Stifel Financial
Missouri
$2.11M -$50.1K -970 -2%
BAM
18
Bellevue Asset Management
Washington
$2.03M +$142K +2,651 +8%
Citigroup
19
Citigroup
New York
$1.68M -$220K -4,264 -12%
SWP
20
Stratos Wealth Partners
Ohio
$1.59M +$676K +13,098 +74%
Ameriprise
21
Ameriprise
Minnesota
$1.39M -$80.9K -1,574 -5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.35M +$293K +5,668 +28%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.3M +$11.8K +229 +0.9%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$1.27M -$246K -4,772 -16%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.15M +$860K +16,674 +297%
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