FXD icon

First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

103 hedge funds and large institutions have $1.99B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
2.75%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
14
Increased
58
Reduced
24
Closed
8
Calls
$280K
Puts
$35K
Net Calls
+$245K
Net Calls Change
-$79K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$460M
2
Morgan Stanley
2
Morgan Stanley
New York
$295M
3
Wells Fargo
3
Wells Fargo
California
$269M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$24.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$20.2M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$306M
2
BTS
2
BB&T Securities
Virginia
$61.9M
3
PPA
3
Parametric Portfolio Associates
Washington
$38.8M
4
SB
4
Suntrust Banks
Georgia
$0
5
PHS
5
Pekin Hardy Strauss
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KP
26
Keel Point
Alabama
$5.99M 160,459 +160,459 New
BFEC
27
Benjamin F. Edwards & Company
Missouri
$5.41M 144,906 +20,806 +17%
HFS
28
HL Financial Services
Kentucky
$5.38M 144,226 +18,842 +15%
Citigroup
29
Citigroup
New York
$5.1M 136,657 +25,496 +23%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$5.09M 136,366 +20,142 +17%
ACM
31
Aviance Capital Management
Florida
$4.78M 128,222 +99,381 +345%
CS
32
Credit Suisse
Switzerland
$4.75M 127,322 -700 -0.5%
HighTower Advisors
33
HighTower Advisors
Illinois
$4.24M 113,714 +11,913 +12%
NA
34
NewEdge Advisors
Louisiana
$3.6M 96,419 +14,431 +18%
SPC
35
Sigma Planning Corp
Michigan
$3.5M 93,861 -8,347 -8%
WA
36
WESPAC Advisors
California
$3.4M 91,245 +1,886 +2%
SAG
37
Sterne Agee Group
Alabama
$2.65M 70,849 -811 -1%
VFS
38
VSR Financial Services
Kansas
$2.62M 70,110 +3,596 +5%
OC
39
Oppenheimer & Co
New York
$2.59M 69,505 +15,021 +28%
IAS
40
IMA Advisory Services
Colorado
$2.59M 69,340 -1,500 -2%
ONB
41
Old National Bancorp
Indiana
$2.57M 68,910 -609 -0.9%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$2.54M 67,997 +2,041 +3%
SI
43
Stephens Inc
Arkansas
$2.47M 66,291 -68,501 -51%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$2.34M 63,182 +6,734 +12%
NA
45
Navellier & Associates
Nevada
$2.02M 54,115 +5,928 +12%
RIA
46
Regal Investment Advisors
Michigan
$1.87M 50,175 -406 -0.8%
Jane Street
47
Jane Street
New York
$1.81M 48,411 -15,224 -24%
BCM
48
Barometer Capital Management
Ontario, Canada
$1.68M 45,000 +5,200 +13%
IH
49
IFC Holdings
Florida
$1.56M 42,230 +1,373 +3%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$1.53M 41,085 +39,835 +3,187%
1
2
3 4 5