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First Trust Consumer Staples AlphaDEX Fund

138 hedge funds and large institutions have $429M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-4
Holders Change %
-2.82%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
42
Reduced
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JAWM
1
J. Arnold Wealth Management
Ohio
$61M +$60.9M +1,009,883 +293,571%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$54.7M
Morgan Stanley
3
Morgan Stanley
New York
$46M -$43.5M -720,676 -49%
LPL Financial
4
LPL Financial
California
$24.7M -$492K -8,151 -2%
Wells Fargo
5
Wells Fargo
California
$24M -$14.8M -245,729 -38%
Osaic Holdings
6
Osaic Holdings
Arizona
$18.4M +$5.55M +92,041 +43%
NA
7
NewEdge Advisors
Louisiana
$16.4M +$1.71M +28,326 +12%
Bank of America
8
Bank of America
North Carolina
$15.7M -$196K -3,256 -1%
UBS Group
9
UBS Group
Switzerland
$15.4M +$2.63M +43,552 +21%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$12.9M +$1.32M +21,833 +11%
Citadel Advisors
11
Citadel Advisors
Florida
$11.9M +$11.5M +190,926 +2,722%
RJA
12
Raymond James & Associates
Florida
$7.36M +$714K +11,829 +11%
CAG
13
Csenge Advisory Group
Florida
$6.51M +$147K +2,437 +2%
CAN
14
Cetera Advisor Networks
California
$6.21M +$164K +2,721 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.27M -$4.42M -73,300 -46%
Stifel Financial
16
Stifel Financial
Missouri
$5.06M -$1.6M -26,492 -24%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.87M -$1.34M -22,233 -22%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.81M +$570K +9,450 +13%
Citigroup
19
Citigroup
New York
$4.16M -$329K -5,447 -7%
IAA
20
Independent Advisor Alliance
North Carolina
$3.82M +$144K +2,383 +4%
NA
21
Navellier & Associates
Nevada
$3.39M -$83.5K -1,384 -2%
HI
22
Harbour Investments
Wisconsin
$3.06M -$166K -2,752 -5%
PCH
23
PGIM Custom Harvest
New Jersey
$3.01M +$2.3M +38,037 +322%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.99M -$34K -564 -1%
CAS
25
Coppell Advisory Solutions
Texas
$2.95M -$1.7M -27,108 -37%