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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

82 hedge funds and large institutions have $640M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 3 closing their positions.

Holders
82
Holders Change
+9
Holders Change %
+12.33%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
13
Increased
40
Reduced
24
Closed
3
Calls
$592K
Puts
$268K
Net Calls
+$324K
Net Calls Change
+$30K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$62M
2
AIM
2
Astor Investment Management
Illinois
$7.86M
3
ONB
3
Old National Bancorp
Indiana
$2.79M
4
WA
4
WESPAC Advisors
California
$1.91M
5
NC
5
NewSquare Capital
Pennsylvania
$3.59M

Top Sellers

1
U
1
UBS
Switzerland
$50.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$168M
3
Wells Fargo
3
Wells Fargo
California
$136M
4
LPL Financial
4
LPL Financial
California
$12.8M
5
AP
5
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$712K -$306K -9,202 -30%
BCM
52
Barometer Capital Management
Ontario, Canada
$698K – – –
PI
53
Placemark Investments
Illinois
$613K +$63.5K +1,906 +12%
FFS
54
Founders Financial Securities
Maryland
$594K -$34.1K -1,027 -5%
HI
55
Horizon Investments
North Carolina
$594K -$30.5K -917 -5%
CWM
56
Concert Wealth Management
California
$594K +$4.79K +159 +0.8%
Citigroup
57
Citigroup
New York
$586K -$50.3K -1,513 -8%
MC
58
Moors & Cabot
Massachusetts
$526K +$282K +8,433 +116%
CAN
59
Cetera Advisor Networks
California
$516K +$430 +13 +0.1%
SI
60
SII Investments
Wisconsin
$376K +$376K +11,320 New
Brown Advisory
61
Brown Advisory
Maryland
$359K +$359K +10,805 New
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$274K -$1.18M -35,519 -81%
FHC
63
First Heartland Consultants
Missouri
$263K -$16.2K -485 -6%
NPC
64
National Planning Corporation
California
$256K +$21.2K +637 +9%
ICAS
65
Investors Capital Advisory Services
Massachusetts
$238K +$238K +7,178 New
FIM
66
Freedom Investment Management
Connecticut
$236K +$236K +7,086 New
WA
67
WFG Advisors
Texas
$78K -$2.37K -71 -3%
RIA
68
Regal Investment Advisors
Michigan
$67K -$113K -3,360 -63%
FAM
69
Formidable Asset Management
Ohio
$47K – – –
BRWM
70
B. Riley Wealth Management
Tennessee
$46K +$23.2K +700 +102%
Creative Planning
71
Creative Planning
Kansas
$41K +$41K +1,245 New
NCM
72
Nelson Capital Management
California
$30K +$30K +915 New
HI
73
Hudock Inc
Pennsylvania
$27K -$1.97K -58 -7%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$26K +$26K +790 New
BRWA
75
B. Riley Wealth Advisors
Florida
$17.9K +$17.9K +537 New
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