FXG icon

First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

135 hedge funds and large institutions have $331M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 69 reducing their positions, and 21 closing their positions.

Holders
135
Holders Change
-3
Holders Change %
-2.17%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
21
Reduced
69
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.8M
2
GWA
2
Gratus Wealth Advisors
Virginia
$13.4M
3
RJA
3
Raymond James & Associates
Florida
$12.6M
4
MWS
4
Maxwell Wealth Strategies
California
$2.63M
5
GS
5
GTS Securities
New York
$2.97M

Top Sellers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$2.36M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.68M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.64M
4
UBS Group
4
UBS Group
Switzerland
$6.34M
5
Bank of America
5
Bank of America
North Carolina
$8.06M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$63.8M 1,010,660 +247,608 +32%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$57.2M 906,000 – –
LPL Financial
3
LPL Financial
California
$20.9M 331,919 -77,487 -19%
Wells Fargo
4
Wells Fargo
California
$19.2M 304,248 -93,499 -24%
GWA
5
Gratus Wealth Advisors
Virginia
$13.4M 212,310 +212,310 New
RJA
6
Raymond James & Associates
Florida
$12.6M 199,218 +77,175 +63%
NA
7
NewEdge Advisors
Louisiana
$10.8M 172,831 -98,845 -36%
Bank of America
8
Bank of America
North Carolina
$8.06M 127,694 -132,778 -51%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.85M 108,495 -105,881 -49%
CAG
10
Csenge Advisory Group
Florida
$6.68M 105,822 -2,114 -2%
UBS Group
11
UBS Group
Switzerland
$6.34M 100,414 -154,845 -61%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.68M 89,969 -215,421 -71%
Stifel Financial
13
Stifel Financial
Missouri
$5M 79,313 -4,574 -5%
CAN
14
Cetera Advisor Networks
California
$4.49M 71,219 -31,677 -31%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.46M 70,729 -9,018 -11%
IAA
16
Independent Advisor Alliance
North Carolina
$4.03M 63,863 +510 +0.8%
Citigroup
17
Citigroup
New York
$3.96M 62,700 -6,226 -9%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.91M 61,954 -25,306 -29%
GS
19
GTS Securities
New York
$2.97M 47,147 +37,039 +366%
Citadel Advisors
20
Citadel Advisors
Florida
$2.64M 41,814 -156,126 -79%
MWS
21
Maxwell Wealth Strategies
California
$2.63M 41,712 +41,712 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.55M 40,451 +589 +1%
HI
23
Harbour Investments
Wisconsin
$2.46M 39,013 -11,742 -23%
PCH
24
PGIM Custom Harvest
New Jersey
$2.42M 38,408 -11,429 -23%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.41M 38,218 -42,515 -53%
1
2 3 4 5