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First Trust Consumer Staples AlphaDEX Fund

148 hedge funds and large institutions have $480M invested in First Trust Consumer Staples AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 40 reducing their positions, and 15 closing their positions.

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
58
Reduced
40
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$85.7M 1,365,724 +208,763 +18%
Wells Fargo
2
Wells Fargo
California
$47M 748,788 -188,881 -20%
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$33.9M 540,000 +540,000 New
LPL Financial
4
LPL Financial
California
$26.8M 427,491 +43,860 +11%
Bank of America
5
Bank of America
North Carolina
$18M 286,635 -72,626 -20%
VCM
6
Virtue Capital Management
Tennessee
$15.4M 245,168 +20,255 +9%
UBS Group
7
UBS Group
Switzerland
$15M 239,509 -996 -0.4%
RJA
8
Raymond James & Associates
Florida
$13.1M 208,819 +21,999 +12%
Osaic Holdings
9
Osaic Holdings
Arizona
$12.7M 201,738 -28,587 -12%
Stifel Financial
10
Stifel Financial
Missouri
$9.89M 157,520 +18,813 +14%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$9.6M 153,016 +65,124 +74%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.56M 152,244 +28,681 +23%
IA
13
IFP Advisors
Florida
$9.44M 208,862 +4,503 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$9.02M 143,697 +60,755 +73%
NA
15
NewEdge Advisors
Louisiana
$7.91M 171,211 +55,372 +48%
Truist Financial
16
Truist Financial
North Carolina
$6.33M 100,858 +21,084 +26%
CWP
17
Cyndeo Wealth Partners
Florida
$6.11M 97,356 +97,356 New
CAN
18
Cetera Advisor Networks
California
$5.85M 93,191 +13,729 +17%
CAG
19
Csenge Advisory Group
Florida
$5.72M 91,157 +5,015 +6%
AC
20
Avestar Capital
New York
$4.99M 79,542 +2,861 +4%
HAS
21
HBW Advisory Services
California
$4.93M 78,601 -5,475 -7%
FF
22
Financial Futures
New Jersey
$4.49M 71,543 +380 +0.5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.38M 69,699 +7,474 +12%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.27M 68,073 +35,438 +109%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$4.15M 66,085 +37,815 +134%