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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 Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Concert Wealth Management
California
$618K +$50.8K +1,609 +9%
Citigroup
52
Citigroup
New York
$613K +$18.2K +569 +3%
AP
53
Atwood & Palmer
Missouri
$612K +$73.8K +2,306 +14%
HI
54
Horizon Investments
North Carolina
$602K -$10.3K -322 -2%
CA
55
Cetera Advisors
Colorado
$582K -$18.5K -577 -3%
PI
56
Placemark Investments
Illinois
$529K -$6.18M -192,506 -92%
PFS
57
Prospera Financial Services
Texas
$524K -$2.1M -93,932 -80%
CAN
58
Cetera Advisor Networks
California
$500K -$6.39K -199 -1%
NA
59
Navellier & Associates
Nevada
$309K +$25.4K +793 +9%
FHC
60
First Heartland Consultants
Missouri
$268K +$268K +8,383 New
MC
61
Moors & Cabot
Massachusetts
$234K +$234K +7,295 New
NPC
62
National Planning Corporation
California
$231K +$231K +7,066 New
RIA
63
Regal Investment Advisors
Michigan
$172K +$172K +5,360 New
WA
64
WFG Advisors
Texas
$77K +$64 +2 +0.1%
FAM
65
Formidable Asset Management
Ohio
$44K – – –
WEC
66
Winslow Evans & Crocker
Massachusetts
$36.8K -$128K -4,004 -78%
HI
67
Hudock Inc
Pennsylvania
$27K – – –
BRWM
68
B. Riley Wealth Management
Tennessee
$22K +$22K +689 New
TIM
69
Tortoise Investment Management
New York
$15K – – –
CFS
70
Community Financial System
New York
$8K – – –
HR
71
Howe & Rusling
New York
$8K +$8K +235 New
AFS
72
Aft Forsyth & Sober
Florida
$6K – – –
FFS
73
Founders Financial Securities
Maryland
$605 -$7 -206 -1%
FSIM
74
F-Squared Investment Management
Massachusetts
– -$143M -4,423,451 Closed
PPA
75
Parametric Portfolio Associates
Washington
– -$23.7M -736,207 Closed
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