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First Trust Consumer Staples AlphaDEX Fund

119 hedge funds and large institutions have $154M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-7
Holders Change %
-5.56%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
32
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.2M -$1.42M -21,806 -6%
LPL Financial
2
LPL Financial
California
$18.8M -$1.85M -28,260 -9%
Raymond James Financial
3
Raymond James Financial
Florida
$11.4M +$584K +8,945 +5%
Wells Fargo
4
Wells Fargo
California
$10.6M -$2.52M -38,579 -19%
VCM
5
Virtue Capital Management
Tennessee
$7.53M +$7.53M +115,222 New
Bank of America
6
Bank of America
North Carolina
$7.39M +$1.1M +16,843 +17%
IAA
7
Independent Advisor Alliance
North Carolina
$4.07M -$1.21M -18,551 -23%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.86M -$470K -7,188 -11%
Citigroup
9
Citigroup
New York
$3.69M -$337K -5,158 -8%
Stifel Financial
10
Stifel Financial
Missouri
$3.52M -$1.02M -15,545 -22%
UBS Group
11
UBS Group
Switzerland
$3.44M -$1.42M -21,727 -29%
Goldman Sachs
12
Goldman Sachs
New York
$3.34M -$2.57M -39,305 -43%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.55M -$209K -3,196 -8%
GS
14
GTS Securities
New York
$2.35M +$1.46M +22,298 +163%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.3M -$36.8K -563 -2%
Creative Planning
16
Creative Planning
Kansas
$2.24M +$2.24M +34,251 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.17M -$142K -2,173 -6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.03M +$287K +4,398 +17%
PCH
19
PGIM Custom Harvest
New Jersey
$2.01M -$26K -398 -1%
SEIA
20
Signature Estate & Investment Advisors
California
$1.8M +$1.18K +18 +0.1%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.76M +$37K +566 +2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.71M -$113K -1,734 -6%
Citadel Advisors
23
Citadel Advisors
Florida
$1.63M -$254K -3,891 -13%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.5M -$137K -2,092 -8%
HI
25
Harbour Investments
Wisconsin
$1.34M -$78.5K -1,201 -6%