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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

73 hedge funds and large institutions have $580M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
11
Increased
36
Reduced
21
Closed
13
Calls
$324K
Puts
$30K
Net Calls
+$294K
Net Calls Change
+$294K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$19.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$167M
3
U
3
UBS
Switzerland
$56.5M
4
IAS
4
IMA Advisory Services
Colorado
$2.11M
5
NC
5
NewSquare Capital
Pennsylvania
$2.01M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$0
2
BTS
2
BB&T Securities
Virginia
$7.59M
3
PPA
3
Parametric Portfolio Associates
Washington
$0
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$0
5
Wells Fargo
5
Wells Fargo
California
$134M
Name Market Value Shares Shares
Change 		Shares
Change %
SB
26
Suntrust Banks
Georgia
$2.26M 70,582 +18,010 +34%
IAS
27
IMA Advisory Services
Colorado
$2.11M 65,800 +65,800 New
NC
28
NewSquare Capital
Pennsylvania
$2.01M 62,914 +60,649 +2,678%
MFS
29
MSI Financial Services
Massachusetts
$1.92M 59,905 +49,926 +500%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$1.81M 55,709 -5,815 -9%
Deutsche Bank
31
Deutsche Bank
Germany
$1.7M 53,283 +12,744 +31%
AP
32
Advisors Preferred
Maryland
$1.67M 52,253 +31,627 +153%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.63M 50,779 +5,562 +12%
Jane Street
34
Jane Street
New York
$1.6M 49,882 +49,882 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.4M 43,765 +35,865 +454%
SHA
36
Smith Hayes Advisers
Nebraska
$1.15M 35,963 +10,386 +41%
NES
37
New England Securities
New York
$1.13M 35,225 +12,728 +57%
IH
38
IFC Holdings
Florida
$1.11M 34,971 +3,851 +12%
DADC
39
D.A. Davidson & Co
Montana
$980K 30,623 +3,127 +11%
OC
40
Oppenheimer & Co
New York
$923K 28,842 +3,805 +15%
FAAS
41
First Allied Advisory Services
California
$918K 28,855 +3,566 +14%
AIM
42
Astor Investment Management
Illinois
$916K 28,605 +28,605 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$896K 27,969 +7,908 +39%
AW
44
ACG Wealth
Georgia
$891K 27,824 -177,308 -86%
VFS
45
VSR Financial Services
Kansas
$829K 25,906 -11,694 -31%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$794K 24,798 +971 +4%
SFI
47
SPC Financial Inc
Maryland
$772K 24,105 +4,530 +23%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$766K 23,920 -104,378 -81%
DAS
49
Dynamic Advisor Solutions
Arizona
$743K 23,200 +4,429 +24%
BCM
50
Barometer Capital Management
Ontario, Canada
$672K 21,000 +4,200 +25%
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