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First Trust Consumer Staples AlphaDEX Fund

121 hedge funds and large institutions have $259M invested in First Trust Consumer Staples AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 54 reducing their positions, and 14 closing their positions.

Holders
121
Holders Change
-7
Holders Change %
-5.47%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
32
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$58.4M 906,000
Morgan Stanley
2
Morgan Stanley
New York
$29.7M 460,368 -19,868 -4%
LPL Financial
3
LPL Financial
California
$23.4M 362,770 -3,615 -1%
Wells Fargo
4
Wells Fargo
California
$15.3M 237,369 -18,927 -7%
IWM
5
IHT Wealth Management
Illinois
$10.5M 162,937 +162,937 New
Bank of America
6
Bank of America
North Carolina
$8.49M 131,835 +4,772 +4%
RJA
7
Raymond James & Associates
Florida
$8.05M 124,860 -8,341 -6%
CAG
8
Csenge Advisory Group
Florida
$6.86M 106,418 +5,772 +6%
UBS Group
9
UBS Group
Switzerland
$6.32M 98,023 +3,142 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.36M 67,681 -7,890 -10%
Citigroup
11
Citigroup
New York
$4.25M 66,017 -1,702 -3%
MWS
12
Maxwell Wealth Strategies
California
$4.15M 64,476 +368 +0.6%
IAA
13
Independent Advisor Alliance
North Carolina
$4.09M 63,520 -2,544 -4%
Stifel Financial
14
Stifel Financial
Missouri
$3.55M 55,114 -3,044 -5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.48M 53,954 -20,717 -28%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.4M 52,697 +5,695 +12%
NA
17
Navellier & Associates
Nevada
$2.68M 41,636 +34,768 +506%
KCFA
18
Key Client Fiduciary Advisors
New Jersey
$2.43M 37,770 +3,875 +11%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.4M 37,186 -1,116 -3%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.38M 36,895 +19,332 +110%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.35M 36,544 -1,504 -4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.12M 32,945 -424 -1%
Citadel Advisors
23
Citadel Advisors
Florida
$2.12M 32,944 +18,433 +127%
Jane Street
24
Jane Street
New York
$2.09M 32,450 +27,966 +624%
PCH
25
PGIM Custom Harvest
New Jersey
$2.08M 32,242 -5,298 -14%