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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

112 hedge funds and large institutions have $2.05B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
112
Holders Change
+9
Holders Change %
+8.74%
% of All Funds
3.02%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
22
Increased
52
Reduced
28
Closed
11
Calls
$342K
Puts
$41K
Net Calls
+$301K
Net Calls Change
+$56K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$627M
2
HA
2
Hays Advisory
Tennessee
$22M
3
SAM
3
Shamrock Asset Management
Texas
$22M
4
Bank of America
4
Bank of America
North Carolina
$89.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$305M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$184M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$12.7M
3
PPA
3
Parametric Portfolio Associates
Washington
$28.6M
4
ACM
4
Aviance Capital Management
Florida
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$6.78M 185,762 +49,396 +36%
FHA
27
First Horizon Advisors
Tennessee
$6.7M 183,570 +183,570 New
Baird Financial Group
28
Baird Financial Group
Wisconsin
$6.49M 177,846 +177,846 New
KP
29
Keel Point
Alabama
$6.15M 164,790 +4,331 +3%
BTS
30
BB&T Securities
Virginia
$6.15M 168,381 +2,550 +2%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$6.06M 165,971 +21,065 +15%
CS
32
Credit Suisse
Switzerland
$5.33M 146,044 +18,722 +15%
LFG
33
LifePlan Financial Group
Ohio
$4.86M 133,203 +133,203 New
BA
34
BKS Advisors
Michigan
$4.59M 125,628 +125,628 New
HFS
35
HL Financial Services
Kentucky
$4.4M 120,386 -23,840 -17%
Citigroup
36
Citigroup
New York
$4.12M 112,833 -23,824 -17%
AIG
37
American International Group
New York
$3.93M 107,554 -73,777 -41%
SB
38
Suntrust Banks
Georgia
$3.8M 103,964 +103,964 New
NA
39
NewEdge Advisors
Louisiana
$3.78M 103,500 +7,081 +7%
HighTower Advisors
40
HighTower Advisors
Illinois
$3.76M 102,883 -10,831 -10%
WA
41
WESPAC Advisors
California
$3.43M 93,964 +2,719 +3%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$3.43M 93,904 +30,722 +49%
VFS
43
VSR Financial Services
Kansas
$2.69M 73,797 +3,687 +5%
OC
44
Oppenheimer & Co
New York
$2.58M 70,662 +1,157 +2%
IAS
45
IMA Advisory Services
Colorado
$2.55M 69,870 +530 +0.8%
SPC
46
Sigma Planning Corp
Michigan
$2.51M 68,688 -25,173 -27%
SI
47
Stephens Inc
Arkansas
$2.43M 66,550 +259 +0.4%
ONB
48
Old National Bancorp
Indiana
$2.3M 62,872 -6,038 -9%
MAA
49
Managed Account Advisors
New Jersey
$2.2M 60,332 +29,607 +96%
RIA
50
Regal Investment Advisors
Michigan
$1.91M 52,421 +2,246 +4%
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