FXG icon

First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

147 hedge funds and large institutions have $455M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
49
Reduced
60
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$22.7M
2
Morgan Stanley
Morgan Stanley
New York
+$5.84M
3
FEG
Financial Enhancement Group
Indiana
+$3.81M
4
LPL Financial
LPL Financial
California
+$3.34M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.03M

Top Sellers

1
VCM
Virtue Capital Management
Tennessee
-$15.4M
2
IA
IFP Advisors
Florida
-$9.22M
3
Wells Fargo
Wells Fargo
California
-$6.26M
4
CWP
Cyndeo Wealth Partners
Florida
-$5.72M
5
RJA
Raymond James & Associates
Florida
-$5.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$90.6M +$5.84M +94,045 +7%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$56.2M +$22.7M +366,000 +68%
Wells Fargo
3
Wells Fargo
California
$40.2M -$6.26M -100,921 -13%
LPL Financial
4
LPL Financial
California
$29.9M +$3.34M +53,878 +13%
Bank of America
5
Bank of America
North Carolina
$16.5M -$1.33M -21,457 -7%
Osaic Holdings
6
Osaic Holdings
Arizona
$13.9M +$1.36M +21,912 +11%
UBS Group
7
UBS Group
Switzerland
$12.9M -$1.94M -31,192 -13%
NA
8
NewEdge Advisors
Louisiana
$11.4M +$745K +12,007 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.1M +$1.64M +26,472 +17%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.13M +$212K +3,423 +2%
Stifel Financial
11
Stifel Financial
Missouri
$7.73M -$2.05M -32,999 -21%
RJA
12
Raymond James & Associates
Florida
$7.56M -$5.41M -87,094 -42%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.54M -$2.96M -47,666 -31%
CAG
14
Csenge Advisory Group
Florida
$6.4M +$740K +11,918 +13%
CAN
15
Cetera Advisor Networks
California
$6.27M +$483K +7,774 +8%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$5.56M +$1.69M +27,233 +44%
AC
17
Avestar Capital
New York
$5.16M +$223K +3,591 +5%
HAS
18
HBW Advisory Services
California
$4.79M -$91.7K -1,477 -2%
Citigroup
19
Citigroup
New York
$4.48M +$387K +6,233 +9%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$4.36M +$260K +4,186 +6%
CWM
21
Cornerstone Wealth Management
Missouri
$4.32M +$4.32M +69,532 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.27M +$39.4K +635 +0.9%
FF
23
Financial Futures
New Jersey
$3.99M -$452K -7,276 -10%
Truist Financial
24
Truist Financial
North Carolina
$3.82M -$2.45M -39,394 -39%
FEG
25
Financial Enhancement Group
Indiana
$3.81M +$3.81M +60,636 New
1
2 3 4 5