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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

107 hedge funds and large institutions have $152M invested in First Trust Consumer Staples AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
107
Holders Change
+12
Holders Change %
+12.63%
% of All Funds
1.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
29
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMF
1
Sterling Manor Financial
New York
$7.33M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.7M
3
LPL Financial
3
LPL Financial
California
$8.01M
4
SPWM
4
Schrum Private Wealth Management
Florida
$927K
5
Wells Fargo
5
Wells Fargo
California
$13.2M

Top Sellers

1
NA
1
Navellier & Associates
Nevada
$0
2
FEM
2
Fulcrum Equity Management
Texas
$0
3
Ameriprise
3
Ameriprise
Minnesota
$0
4
FTUS
4
Flow Traders U.S.
New York
$1.53M
5
SWM
5
Spire Wealth Management
Virginia
$2.06M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.7M 447,380 +47,351 +12%
Wells Fargo
2
Wells Fargo
California
$13.2M 212,750 +13,210 +7%
SPL
3
Smart Portfolios LLC
Washington
$8.99M 145,219 +895 +0.6%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.63M 139,384 +2,764 +2%
LPL Financial
5
LPL Financial
California
$8.01M 129,300 +25,988 +25%
UBS Group
6
UBS Group
Switzerland
$7.43M 120,020 +4,404 +4%
SMF
7
Sterling Manor Financial
New York
$7.33M 118,389 +118,389 New
Bank of America
8
Bank of America
North Carolina
$6.72M 108,579 -1,680 -2%
SWM
9
Strategic Wealth Management
Washington
$5.57M 89,927 – –
RJA
10
Raymond James & Associates
Florida
$4.84M 78,202 +1,802 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.46M 71,964 +890 +1%
Stifel Financial
12
Stifel Financial
Missouri
$2.92M 47,178 +1,641 +4%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$2.85M 45,998 -167 -0.4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.47M 39,934 +608 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.43M 39,306 -9,585 -20%
HR
16
Howe & Rusling
New York
$2.32M 37,443 +1,990 +6%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.23M 36,028 -1,449 -4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.09M 33,708 +1,761 +6%
SWM
19
Spire Wealth Management
Virginia
$2.06M 33,223 -12,475 -27%
Citigroup
20
Citigroup
New York
$1.91M 30,898 +5,179 +20%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.83M 29,523 +177 +0.6%
Citadel Advisors
22
Citadel Advisors
Florida
$1.55M 24,980 +11,845 +90%
FTUS
23
Flow Traders U.S.
New York
$1.53M 24,697 -14,573 -37%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.35M 21,813 +144 +0.7%
RIA
25
Regal Investment Advisors
Michigan
$1.03M 16,649 +1,249 +8%
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