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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

100 hedge funds and large institutions have $319M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
26
Reduced
34
Closed
9
Calls
$16K
Puts
–
Net Calls
+$16K
Net Calls Change
+$13K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$83M
2
Morgan Stanley
2
Morgan Stanley
New York
$59M
3
UBS Group
3
UBS Group
Switzerland
$28.4M
4
Stifel Financial
4
Stifel Financial
Missouri
$8.86M
5
RJA
5
Raymond James & Associates
Florida
$16.9M

Top Sellers

1
NA
1
Navellier & Associates
Nevada
$8.38M
2
CS
2
Credit Suisse
Switzerland
$1.84M
3
BCM
3
Barometer Capital Management
Ontario, Canada
$2.44M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$0
5
VF
5
Virtu Financial
New York
$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.62M -$307K -7,292 -16%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.57M +$66.6K +1,583 +4%
LFAS
28
Level Four Advisory Services
Texas
$1.53M +$126K +2,988 +9%
GFPC
29
Global Financial Private Capital
Florida
$1.44M -$233K -5,531 -14%
IWM
30
IHT Wealth Management
Illinois
$1.32M +$33.7K +781 +3%
SCA
31
Snowden Capital Advisors
New York
$1.31M +$10.1K +239 +0.8%
BTS
32
BB&T Securities
Virginia
$1.3M +$118K +2,807 +10%
BCM
33
Breiter Capital Management
Florida
$1.27M +$1.27M +30,209 New
FI
34
FormulaFolio Investments
Michigan
$1.26M +$1.26M +29,997 New
LA
35
LexAurum Advisors
Kansas
$1.18M +$1.18M +26,546 New
HH
36
Hilltop Holdings
Texas
$1.15M +$1.15M +27,412 New
Baird Financial Group
37
Baird Financial Group
Wisconsin
$1.15M -$725K -17,229 -39%
VCM
38
Virtue Capital Management
Tennessee
$1.03M +$1.03M +24,479 New
SI
39
Stephens Inc
Arkansas
$849K +$2.57K +61 +0.3%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$700K -$106K -2,517 -13%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$657K -$2.86K -68 -0.4%
AW
42
ACG Wealth
Georgia
$571K +$673 +16 +0.1%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$556K -$22.3K -530 -4%
SAM
44
SignalPoint Asset Management
Missouri
$547K -$28.9K -688 -5%
SWP
45
Stratos Wealth Partners
Ohio
$534K +$7.91K +188 +2%
Citigroup
46
Citigroup
New York
$523K +$5.65K +134 +1%
RFM
47
Royal Fund Management
Florida
$488K +$362K +8,618 +289%
Citadel Advisors
48
Citadel Advisors
Florida
$485K -$301K -7,144 -38%
AI
49
Atria Investments
North Carolina
$484K -$498K -11,837 -51%
FAAS
50
First Allied Advisory Services
California
$481K +$180K +4,270 +60%
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