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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

99 hedge funds and large institutions have $1.59B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
99
Holders Change
+12
Holders Change %
+13.79%
% of All Funds
2.64%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
21
Increased
50
Reduced
21
Closed
7
Calls
$501K
Puts
$177K
Net Calls
+$324K
Net Calls Change
-$8K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$234M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$358M
3
Morgan Stanley
3
Morgan Stanley
New York
$231M
4
Wells Fargo
4
Wells Fargo
California
$209M
5
Bank of America
5
Bank of America
North Carolina
$61.3M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$30.2M
2
Stifel Financial
2
Stifel Financial
Missouri
$8.32M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.16M
4
NES
4
New England Securities
New York
$174K
5
BRWM
5
B. Riley Wealth Management
Tennessee
$132K
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
26
HL Financial Services
Kentucky
$4.49M 125,384 +4,062 +3%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$4.44M 124,100 +5,605 +5%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$4.16M 116,224 -76,111 -40%
Citigroup
29
Citigroup
New York
$3.98M 111,161 -8,497 -7%
MFS
30
MSI Financial Services
Massachusetts
$3.9M 108,926 +39,659 +57%
SPC
31
Sigma Planning Corp
Michigan
$3.66M 102,208 +102,208 New
HighTower Advisors
32
HighTower Advisors
Illinois
$3.64M 101,801 +11,088 +12%
SAM
33
SignalPoint Asset Management
Missouri
$3.36M 93,826 +666 +0.7%
SB
34
Suntrust Banks
Georgia
$3.24M 90,418 +9,294 +11%
WA
35
WESPAC Advisors
California
$3.2M 89,359 +7,787 +10%
PHS
36
Pekin Hardy Strauss
Illinois
$3.2M 89,359 +89,359 New
NA
37
NewEdge Advisors
Louisiana
$2.94M 81,988 +81,988 New
SAG
38
Sterne Agee Group
Alabama
$2.57M 71,660 -1,178 -2%
IAS
39
IMA Advisory Services
Colorado
$2.54M 70,840 -210 -0.3%
ONB
40
Old National Bancorp
Indiana
$2.49M 69,519 -10,637 -13%
VFS
41
VSR Financial Services
Kansas
$2.38M 66,514 +19,961 +43%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$2.36M 65,956 +12,277 +23%
Jane Street
43
Jane Street
New York
$2.28M 63,635 +63,635 New
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$2M 56,448 -3,593 -6%
OC
45
Oppenheimer & Co
New York
$1.95M 54,484 +17,998 +49%
Deutsche Bank
46
Deutsche Bank
Germany
$1.83M 51,093 +6,299 +14%
RIA
47
Regal Investment Advisors
Michigan
$1.81M 50,581 +11 +0%
NA
48
Navellier & Associates
Nevada
$1.73M 48,187 +7,099 +17%
IH
49
IFC Holdings
Florida
$1.47M 40,857 +1,456 +4%
BCM
50
Barometer Capital Management
Ontario, Canada
$1.43M 39,800 +2,100 +6%
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