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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

99 hedge funds and large institutions have $1.59B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
99
Holders Change
+12
Holders Change %
+13.79%
% of All Funds
2.64%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
21
Increased
50
Reduced
21
Closed
7
Calls
$501K
Puts
$177K
Net Calls
+$324K
Net Calls Change
-$8K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$234M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$358M
3
Morgan Stanley
3
Morgan Stanley
New York
$231M
4
Wells Fargo
4
Wells Fargo
California
$209M
5
Bank of America
5
Bank of America
North Carolina
$61.3M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$30.2M
2
Stifel Financial
2
Stifel Financial
Missouri
$8.32M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.16M
4
NES
4
New England Securities
New York
$174K
5
BRWM
5
B. Riley Wealth Management
Tennessee
$132K
Name Market Value Shares Shares
Change 		Shares
Change %
SS
51
Simplicity Solutions
Minnesota
$1.33M 37,233 +37,233 New
PFS
52
Prospera Financial Services
Texas
$1.33M 37,191 -394 -1%
SFI
53
SPC Financial Inc
Maryland
$1.27M 35,445 +11,640 +49%
AP
54
Atwood & Palmer
Missouri
$1.24M 34,691 +8,105 +30%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$1.19M 33,128 +3,733 +13%
DADC
56
D.A. Davidson & Co
Montana
$1.08M 30,203 +27,384 +971%
ACM
57
Aviance Capital Management
Florida
$1.03M 28,841 +28,841 New
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$960K 26,804 -965 -3%
TFA
59
Transamerica Financial Advisors
Florida
$805K 22,475 +22,475 New
PAG
60
Private Advisor Group
New Jersey
$773K 21,587 +20,607 +2,103%
AW
61
ACG Wealth
Georgia
$756K 21,108 -359 -2%
FAAS
62
First Allied Advisory Services
California
$715K 19,994 -3,797 -16%
SHA
63
Smith Hayes Advisers
Nebraska
$713K 19,930 +6 +0%
HI
64
Horizon Investments
North Carolina
$633K 17,671 -731 -4%
FFS
65
Founders Financial Securities
Maryland
$632K 17,658 -726 -4%
CAM
66
Concorde Asset Management
Michigan
$619K 17,299 +17,299 New
DAS
67
Dynamic Advisor Solutions
Arizona
$581K 16,237 -9,957 -38%
FA
68
FDx Advisors
Illinois
$549K 15,325 +4,459 +41%
MC
69
Moors & Cabot
Massachusetts
$510K 14,216 -179 -1%
WEC
70
Winslow Evans & Crocker
Massachusetts
$458K 12,790 +8,554 +202%
SI
71
SII Investments
Wisconsin
$435K 12,127 +558 +5%
ACM
72
Argentus Capital Management
Texas
$409K 11,411 +11,411 New
V
73
Veritable
Delaware
$398K 11,128 +11,128 New
Brown Advisory
74
Brown Advisory
Maryland
$387K 10,805 – –
CA
75
Cetera Advisors
Colorado
$363K 10,189 +10,189 New
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3
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