FXG icon

First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

122 hedge funds and large institutions have $168M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+3
Holders Change %
+2.52%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
36
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.9M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$12.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.55M
5
GC
Grimes & Company
Massachusetts
+$1.43M

Top Sellers

1
VCM
Virtue Capital Management
Tennessee
-$7.53M
2
Goldman Sachs
Goldman Sachs
New York
-$2.39M
3
UBS Group
UBS Group
Switzerland
-$2.11M
4
Bank of America
Bank of America
North Carolina
-$2M
5
ASN
Advisory Services Network
Georgia
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.4M +$13.9M +220,072 +65%
LPL Financial
2
LPL Financial
California
$18M -$212K -3,343 -1%
VAS
3
Vestmark Advisory Solutions
Massachusetts
$12.5M +$12.5M +197,464 New
Raymond James Financial
4
Raymond James Financial
Florida
$10.9M -$84.4K -1,333 -0.8%
Wells Fargo
5
Wells Fargo
California
$10.2M -$12.6K -199 -0.1%
Bank of America
6
Bank of America
North Carolina
$5.16M -$2M -31,582 -28%
IAA
7
Independent Advisor Alliance
North Carolina
$4.35M +$406K +6,422 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.35M +$2.38M +37,661 +121%
Stifel Financial
9
Stifel Financial
Missouri
$4.07M +$653K +10,326 +19%
Citigroup
10
Citigroup
New York
$3.62M +$55.8K +882 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.53M -$205K -3,239 -5%
GS
12
GTS Securities
New York
$3.28M +$1,000K +15,800 +44%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.79M +$315K +4,983 +13%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.59M +$490K +7,744 +23%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.26M +$1.55M +24,470 +217%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.16M -$68.3K -1,080 -3%
Creative Planning
17
Creative Planning
Kansas
$1.99M -$181K -2,854 -8%
PCH
18
PGIM Custom Harvest
New Jersey
$1.93M -$15.9K -251 -0.8%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.87M +$213K +3,373 +13%
SEIA
20
Signature Estate & Investment Advisors
California
$1.72M -$16.2K -256 -0.9%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.71M +$12.1K +191 +0.7%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.52M +$44.9K +702 +3%
GC
23
Grimes & Company
Massachusetts
$1.43M +$1.43M +22,562 New
MML Investors Services
24
MML Investors Services
Massachusetts
$1.33M +$616K +9,727 +86%
HI
25
Harbour Investments
Wisconsin
$1.27M -$26.7K -422 -2%
1
2 3 4 5