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First Trust Consumer Staples AlphaDEX Fund

147 hedge funds and large institutions have $455M invested in First Trust Consumer Staples AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+18
Holders Change %
+13.95%
% of All Funds
2.49%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
35
Increased
55
Reduced
28
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$67.5M +$31.4M +510,869 +87%
Wells Fargo
2
Wells Fargo
California
$60.6M +$44M +717,077 +265%
Bank of America
3
Bank of America
North Carolina
$24.4M +$17.4M +284,041 +249%
LPL Financial
4
LPL Financial
California
$18.2M +$5.99M +97,668 +49%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$16.8M +$14.4M +234,572 +605%
EF
6
Empowered Funds
Pennsylvania
$15.7M +$7.18M +116,943 +84%
UBS Group
7
UBS Group
Switzerland
$14.4M +$7.32M +119,259 +103%
ODFS
8
O'Donnell Financial Services
California
$13.7M +$13.7M +222,824 New
EE
9
EWG Elevate
California
$11.6M +$11.6M +189,779 New
VCM
10
Virtue Capital Management
Tennessee
$9.75M +$3.28M +53,404 +51%
IA
11
IFP Advisors
Florida
$8.97M
CCFM
12
Clear Creek Financial Management
Washington
$8.59M +$8.59M +139,903 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.75M +$2.11M +34,298 +37%
Stifel Financial
14
Stifel Financial
Missouri
$7.7M +$3.87M +63,094 +101%
IPW
15
IronBridge Private Wealth
Texas
$6.84M -$759K -12,365 -10%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.84M +$3.53M +57,537 +107%
RJA
17
Raymond James & Associates
Florida
$6.77M +$1.96M +31,882 +41%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$5.93M +$3.66M +59,655 +161%
OC
19
Oppenheimer & Co
New York
$5.32M +$4.62M +75,262 +660%
NA
20
Navellier & Associates
Nevada
$5.2M -$418K -6,807 -7%
WEPOG
21
Wealth Enhancement & Preservation of GA
Georgia
$5.16M +$5.16M +83,899 New
NA
22
NewEdge Advisors
Louisiana
$5.01M +$5.01M +81,580 New
HAS
23
HBW Advisory Services
California
$4.97M +$4.97M +80,988 New
Truist Financial
24
Truist Financial
North Carolina
$4.78M +$1.04M +16,936 +28%
CAG
25
Csenge Advisory Group
Florida
$4.58M +$4.58M +74,609 New