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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

99 hedge funds and large institutions have $135M invested in First Trust Consumer Staples AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
36
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
Navellier & Associates
Nevada
$6.99M
2
FEM
Fulcrum Equity Management
Texas
$5.21M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$7.48M
4
Citadel Advisors
Citadel Advisors
Florida
$2.16M
5
Wells Fargo
Wells Fargo
California
$11.4M

Top Sellers

1
SAM
Synergy Asset Management
Washington
$0
2
SWP
Stratos Wealth Partners
Ohio
$0
3
BFEC
Benjamin F. Edwards & Company
Missouri
$569K
4
Goldman Sachs
Goldman Sachs
New York
$499K
5
BAM
Bellevue Asset Management
Washington
$343K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.2M +$411K +7,208 +2%
Wells Fargo
2
Wells Fargo
California
$11.4M +$1.86M +32,708 +19%
SPL
3
Smart Portfolios LLC
Washington
$8.22M -$218K -3,822 -3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.48M +$5.13M +90,066 +219%
NA
5
Navellier & Associates
Nevada
$6.99M +$6.99M +122,711 New
UBS Group
6
UBS Group
Switzerland
$6.58M +$174K +3,047 +3%
Bank of America
7
Bank of America
North Carolina
$6.5M -$211K -3,708 -3%
LPL Financial
8
LPL Financial
California
$5.54M +$467K +8,201 +9%
SWM
9
Strategic Wealth Management
Washington
$5.32M -$101K -1,769 -2%
FEM
10
Fulcrum Equity Management
Texas
$5.21M +$5.21M +91,466 New
RJA
11
Raymond James & Associates
Florida
$4.21M +$50.5K +887 +1%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.06M +$713K +12,501 +21%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.22M +$669K +11,735 +26%
Stifel Financial
14
Stifel Financial
Missouri
$2.86M +$600K +10,522 +26%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.65M -$73.2K -1,285 -3%
SWM
16
Spire Wealth Management
Virginia
$2.51M +$456K +8,003 +22%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.19M +$316K +5,545 +17%
Citadel Advisors
18
Citadel Advisors
Florida
$2.16M +$2.16M +37,872 New
HR
19
Howe & Rusling
New York
$2M -$317K -5,562 -14%
MSAM
20
Moloney Securities Asset Management
Missouri
$1.78M +$572K +10,043 +47%
Citigroup
21
Citigroup
New York
$1.64M -$61.4K -1,077 -4%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.59M +$113K +1,976 +8%
Ameriprise
23
Ameriprise
Minnesota
$1.58M -$22.5K -394 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.52M +$108K +1,890 +8%
FTUS
25
Flow Traders U.S.
New York
$1.38M +$1.38M +24,270 New
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