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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

142 hedge funds and large institutions have $456M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-5
Holders Change %
-3.4%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
38
Reduced
57
Closed
18
Calls
–
Puts
$293K
Net Calls
-$293K
Net Calls Change
-$293K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
$13.7M
2
CAS
Coppell Advisory Solutions
Texas
$4.6M
3
NA
NewEdge Advisors
Louisiana
$15.2M
4
NA
Navellier & Associates
Nevada
$3.61M
5
KAS
Kestra Advisory Services
Texas
$5.11M

Top Sellers

1
AC
Avestar Capital
New York
$0
2
CWM
Cornerstone Wealth Management
Missouri
$0
3
LPL Financial
LPL Financial
California
$26.2M
4
FEG
Financial Enhancement Group
Indiana
$0
5
HAS
HBW Advisory Services
California
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$93M +$1.5M +23,959 +2%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$56.8M – – –
Wells Fargo
3
Wells Fargo
California
$40.3M -$275K -4,391 -0.7%
LPL Financial
4
LPL Financial
California
$26.2M -$4M -63,812 -13%
Bank of America
5
Bank of America
North Carolina
$16.5M -$90.8K -1,450 -0.5%
NA
6
NewEdge Advisors
Louisiana
$15.2M +$3.77M +60,132 +33%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$13.7M +$8.09M +129,139 +144%
Osaic Holdings
8
Osaic Holdings
Arizona
$13.4M -$645K -10,301 -5%
UBS Group
9
UBS Group
Switzerland
$13.3M +$212K +3,390 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$12.1M +$866K +13,827 +8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$10.1M +$842K +13,440 +9%
Stifel Financial
12
Stifel Financial
Missouri
$6.92M -$886K -14,142 -11%
RJA
13
Raymond James & Associates
Florida
$6.9M -$721K -11,511 -9%
CAG
14
Csenge Advisory Group
Florida
$6.61M +$152K +2,424 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$6.45M -$149K -2,384 -2%
CAN
16
Cetera Advisor Networks
California
$6.28M -$49.5K -790 -0.8%
KAS
17
Kestra Advisory Services
Texas
$5.11M +$3.28M +52,400 +180%
Citigroup
18
Citigroup
New York
$4.66M +$141K +2,257 +3%
CAS
19
Coppell Advisory Solutions
Texas
$4.6M +$4.6M +74,177 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.4M -$50.6K -807 -1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.23M -$79.6K -1,270 -2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$3.96M -$445K -7,107 -10%
Truist Financial
23
Truist Financial
North Carolina
$3.9M +$51.6K +823 +1%
IAA
24
Independent Advisor Alliance
North Carolina
$3.82M +$169K +2,697 +5%
FF
25
Financial Futures
New Jersey
$3.64M -$386K -6,169 -10%
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