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First Trust Consumer Staples AlphaDEX Fund

126 hedge funds and large institutions have $226M invested in First Trust Consumer Staples AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 11 closing their positions.

Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
28
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$58M 906,000
Morgan Stanley
2
Morgan Stanley
New York
$23.1M 361,302 -91,348 -20%
LPL Financial
3
LPL Financial
California
$20.2M 316,048 -43,380 -12%
Wells Fargo
4
Wells Fargo
California
$12.8M 200,296 -5,013 -2%
Raymond James Financial
5
Raymond James Financial
Florida
$10.6M 165,378 +165,378 New
CAG
6
Csenge Advisory Group
Florida
$7.28M 113,681 +3,557 +3%
Bank of America
7
Bank of America
North Carolina
$6.17M 96,267 -26,678 -22%
Goldman Sachs
8
Goldman Sachs
New York
$5.79M 90,412 +83,850 +1,278%
IAA
9
Independent Advisor Alliance
North Carolina
$5.18M 80,910 +12,969 +19%
UBS Group
10
UBS Group
Switzerland
$4.76M 74,370 -15,821 -18%
Stifel Financial
11
Stifel Financial
Missouri
$4.45M 69,462 +2,025 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.25M 66,271 -381 -0.6%
Citigroup
13
Citigroup
New York
$3.94M 61,560 -1,453 -2%
KCFA
14
Key Client Fiduciary Advisors
New Jersey
$3.3M 51,440 +3,015 +6%
NA
15
Navellier & Associates
Nevada
$2.98M 46,596 +8,693 +23%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.71M 42,251 +31,239 +284%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.29M 35,703 -391 -1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.27M 35,389 +1,048 +3%
MWS
19
Maxwell Wealth Strategies
California
$2.11M 32,977 -383 -1%
PCH
20
PGIM Custom Harvest
New Jersey
$2M 31,206 -1,023 -3%
Citadel Advisors
21
Citadel Advisors
Florida
$1.85M 28,888 +18,227 +171%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.79M 27,953 -13,698 -33%
SEIA
23
Signature Estate & Investment Advisors
California
$1.76M 27,477 -1,037 -4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.71M 26,650 -2,130 -7%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.69M 26,332 +256 +1%