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First Trust Consumer Staples AlphaDEX Fund

123 hedge funds and large institutions have $171M 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

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $154M → $171M (+$16.6M)

4.39% more ownership

Funds ownership: 53.09%57.48% (+4.4%)

3% more funds holding

Funds holding: 120123 (+3)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
36
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$35.4M +$14.1M +220,072 +65%
LPL Financial
2
LPL Financial
California
$18M -$214K -3,343 -1%
VAS
3
Vestmark Advisory Solutions
Massachusetts
$12.5M +$12.6M +197,464 New
Raymond James Financial
4
Raymond James Financial
Florida
$10.9M -$85.4K -1,333 -0.8%
Wells Fargo
5
Wells Fargo
California
$10.2M -$12.7K -199 -0.1%
Bank of America
6
Bank of America
North Carolina
$5.16M -$2.02M -31,582 -28%
IAA
7
Independent Advisor Alliance
North Carolina
$4.35M +$411K +6,422 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.35M +$2.41M +37,661 +121%
Stifel Financial
9
Stifel Financial
Missouri
$4.07M +$661K +10,326 +19%
Citigroup
10
Citigroup
New York
$3.62M +$56.5K +882 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.53M -$207K -3,239 -5%
GS
12
GTS Securities
New York
$3.28M +$1.01M +15,800 +44%
MPIA
13
Milestones Private Investment Advisors
New York
$3.14M +$3.18M +49,598 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.79M +$319K +4,983 +13%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.59M +$496K +7,744 +23%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.26M +$1.57M +24,470 +217%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.15M -$69.2K -1,080 -3%
Creative Planning
18
Creative Planning
Kansas
$1.99M -$183K -2,854 -8%
PCH
19
PGIM Custom Harvest
New Jersey
$1.93M -$16.1K -251 -0.8%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.87M +$216K +3,373 +13%
SEIA
21
Signature Estate & Investment Advisors
California
$1.72M -$16.4K -256 -0.9%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.71M +$12.2K +191 +0.7%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.67M +$219K +3,414 +15%
GC
24
Grimes & Company
Massachusetts
$1.43M +$1.44M +22,562 New
MML Investors Services
25
MML Investors Services
Massachusetts
$1.33M +$623K +9,727 +86%

FXG Hedge Fund Activity: Q2 2025 in Review

123 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q2 2025, worth a combined $171M — up 11% from $154M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FXG positions and 10 closed out — a net gain of 3 holders — while 36 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.1M. The largest seller was Virtue Capital Management, exiting entirely with an estimated $7.53M sold.

  • 123 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q2 2025, up from 120 in Q1 2025.
  • Funds reported $171M of First Trust Consumer Staples AlphaDEX Fund stock for Q2 2025, up 11% quarter-over-quarter.
  • 13 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q2 2025 and 10 closed out, a net change of +3 holders.
  • The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q2 2025 was Morgan Stanley, an estimated $14.1M added.
  • The largest First Trust Consumer Staples AlphaDEX Fund seller in Q2 2025 was Virtue Capital Management, an estimated $7.53M sold.

Based on aggregated 13F filings for Q2 2025.