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First Trust Consumer Staples AlphaDEX Fund

113 hedge funds and large institutions have $139M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 110113 (+3)

0.9% more ownership

Funds ownership: 53.74%54.64% (+0.9%)

6% less capital invested

Capital invested by funds: $148M → $139M (-$8.97M)

38% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 47

Holders
113
Holders Change
+3
Holders Change %
+2.73%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
29
Reduced
47
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26.9M -$4.28M -69,105 -13%
LPL Financial
2
LPL Financial
California
$16.5M -$1.1M -17,772 -6%
Wells Fargo
3
Wells Fargo
California
$9M -$326K -5,265 -3%
Raymond James Financial
4
Raymond James Financial
Florida
$5.75M -$399K -6,437 -6%
VAS
5
Vestmark Advisory Solutions
Massachusetts
$5.62M -$195K -3,152 -3%
Bank of America
6
Bank of America
North Carolina
$5.18M -$29.5K -476 -0.6%
IAA
7
Independent Advisor Alliance
North Carolina
$5.09M +$447K +7,208 +9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.79M +$374K +6,040 +11%
MPIA
9
Milestones Private Investment Advisors
New York
$3.44M +$421K +6,787 +14%
UBS Group
10
UBS Group
Switzerland
$3.34M +$1.14M +18,351 +50%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.2M -$1.4M -22,501 -30%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.2M +$1.71M +27,627 +110%
Goldman Sachs
13
Goldman Sachs
New York
$3M +$1.18M +18,974 +62%
Citigroup
14
Citigroup
New York
$2.56M -$113K -1,817 -4%
Stifel Financial
15
Stifel Financial
Missouri
$2M -$499K -8,053 -20%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.86M -$69K -1,113 -4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.85M -$547K -8,816 -22%
GC
18
Grimes & Company
Massachusetts
$1.84M +$509K +8,215 +37%
Citadel Advisors
19
Citadel Advisors
Florida
$1.84M +$364K +5,873 +24%
PCH
20
PGIM Custom Harvest
New Jersey
$1.75M -$107K -1,729 -6%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.72M +$294K +4,750 +20%
SEIA
22
Signature Estate & Investment Advisors
California
$1.6M -$40.7K -657 -2%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.56M -$112K -1,809 -7%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.56M +$113K +1,815 +8%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.49M +$6.7K +108 +0.4%

FXG Hedge Fund Activity: Q4 2025 in Review

113 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q4 2025, worth a combined $139M — down 6% from $148M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FXG positions and 9 closed out — a net gain of 4 holders — while 29 added to existing stakes and 47 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.71M. The largest seller was Morgan Stanley, cutting an estimated $4.28M.

  • 113 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q4 2025, up from 110 in Q3 2025.
  • Funds reported $139M of First Trust Consumer Staples AlphaDEX Fund stock for Q4 2025, down 6% quarter-over-quarter.
  • 13 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q4 2025 and 9 closed out, a net change of +4 holders.
  • The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q4 2025 was Osaic Holdings, an estimated $1.71M added.
  • The largest First Trust Consumer Staples AlphaDEX Fund seller in Q4 2025 was Morgan Stanley, an estimated $4.28M sold.

Based on aggregated 13F filings for Q4 2025.