FXG icon

First Trust Consumer Staples AlphaDEX Fund

128 hedge funds and large institutions have $273M invested in First Trust Consumer Staples AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 62 reducing their positions, and 17 closing their positions.

Holders
128
Holders Change
-7
Holders Change %
-5.19%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
22
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$62.1M 906,000
Morgan Stanley
2
Morgan Stanley
New York
$32.9M 480,236 -530,424 -52%
LPL Financial
3
LPL Financial
California
$25.1M 366,385 +34,466 +10%
Wells Fargo
4
Wells Fargo
California
$17.6M 256,296 -47,952 -16%
RJA
5
Raymond James & Associates
Florida
$9.12M 133,201 -66,017 -33%
Bank of America
6
Bank of America
North Carolina
$8.7M 127,063 -631 -0.5%
CAG
7
Csenge Advisory Group
Florida
$6.89M 100,646 -5,176 -5%
UBS Group
8
UBS Group
Switzerland
$6.5M 94,881 -5,533 -6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.18M 75,571 -32,924 -30%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$5.11M 74,671 +48,206 +182%
Citigroup
11
Citigroup
New York
$4.64M 67,719 +5,019 +8%
IAA
12
Independent Advisor Alliance
North Carolina
$4.52M 66,064 +2,201 +3%
MWS
13
Maxwell Wealth Strategies
California
$4.18M 64,108 +22,396 +54%
Stifel Financial
14
Stifel Financial
Missouri
$3.98M 58,158 -21,155 -27%
CAN
15
Cetera Advisor Networks
California
$3.53M 51,508 -19,711 -28%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.22M 47,002 -14,952 -24%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.78M 40,652 -49,317 -55%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.62M 38,302 +1,189 +3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.61M 38,048 -170 -0.4%
PCH
20
PGIM Custom Harvest
New Jersey
$2.57M 37,540 -868 -2%
HI
21
Harbour Investments
Wisconsin
$2.33M 34,089 -4,924 -13%
KCFA
22
Key Client Fiduciary Advisors
New Jersey
$2.32M 33,895 -115 -0.3%
CASC
23
Coppell Advisory Solutions Corp
Texas
$2.3M 33,574 +33,574 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.29M 33,400 -37,329 -53%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.29M 33,369 -4,550 -12%