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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

117 hedge funds and large institutions have $261M invested in First Trust Consumer Staples AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 55 reducing their positions, and 15 closing their positions.

Holders
117
Holders Change
-4
Holders Change %
-3.31%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
25
Reduced
55
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
1
Financial Enhancement Group
Indiana
$3.81M
2
SPWM
2
Schrum Private Wealth Management
Florida
$1.89M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.61M
4
KCFA
4
Key Client Fiduciary Advisors
New Jersey
$3.31M
5
RJA
5
Raymond James & Associates
Florida
$9.18M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$14M
2
MWS
2
Maxwell Wealth Strategies
California
$2.25M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.71M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$752K
5
Citadel Advisors
5
Citadel Advisors
Florida
$728K
Name Market Value Shares Shares
Change 		Shares
Change %
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$61.9M 906,000 – –
Morgan Stanley
2
Morgan Stanley
New York
$30.9M 452,650 -7,718 -2%
LPL Financial
3
LPL Financial
California
$24.6M 359,428 -3,342 -0.9%
Wells Fargo
4
Wells Fargo
California
$14M 205,309 -32,060 -14%
IWM
5
IHT Wealth Management
Illinois
$10.9M 159,274 -3,663 -2%
RJA
6
Raymond James & Associates
Florida
$9.18M 134,384 +9,524 +8%
Bank of America
7
Bank of America
North Carolina
$8.4M 122,945 -8,890 -7%
CAG
8
Csenge Advisory Group
Florida
$7.4M 110,124 +3,706 +3%
UBS Group
9
UBS Group
Switzerland
$6.16M 90,191 -7,832 -8%
IAA
10
Independent Advisor Alliance
North Carolina
$4.64M 67,941 +4,421 +7%
Stifel Financial
11
Stifel Financial
Missouri
$4.61M 67,437 +12,323 +22%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.55M 66,652 -1,029 -2%
Citigroup
13
Citigroup
New York
$4.31M 63,013 -3,004 -5%
FEG
14
Financial Enhancement Group
Indiana
$3.81M 60,636 +60,636 New
KCFA
15
Key Client Fiduciary Advisors
New Jersey
$3.31M 48,425 +10,655 +28%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.85M 41,651 -12,303 -23%
NA
17
Navellier & Associates
Nevada
$2.59M 37,903 -3,733 -9%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.49M 36,426 -118 -0.3%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.47M 36,094 -1,092 -3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.35M 34,341 +1,396 +4%
MWS
21
Maxwell Wealth Strategies
California
$2.25M 33,360 -31,116 -48%
PCH
22
PGIM Custom Harvest
New Jersey
$2.2M 32,229 -13 -0%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.97M 28,780 -168 -0.6%
SEIA
24
Signature Estate & Investment Advisors
California
$1.95M 28,514 -314 -1%
SPWM
25
Schrum Private Wealth Management
Florida
$1.89M 27,670 +12,723 +85%
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