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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 %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$1.77M 48,435 +11,928 +33%
IH
52
IFC Holdings
Florida
$1.61M 42,744 +514 +1%
DADC
53
D.A. Davidson & Co
Montana
$1.45M 39,766 +3,726 +10%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$1.45M 39,651 -1,434 -3%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$1.38M 37,853 +1,123 +3%
SFI
56
SPC Financial Inc
Maryland
$1.27M 34,725 -405 -1%
AP
57
Atwood & Palmer
Missouri
$1.26M 34,405 -1,576 -4%
HI
58
Hudock Inc
Pennsylvania
$1.19M 32,627 +5,089 +18%
PFS
59
Prospera Financial Services
Texas
$1.06M 28,966 +6,930 +31%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$1.01M 27,773 +4,199 +18%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$970K 26,567 +26,567 New
RPG
62
Risk Paradigm Group
Texas
$888K 24,324 +2,116 +10%
FAAS
63
First Allied Advisory Services
California
$886K 24,293 -96 -0.4%
AW
64
ACG Wealth
Georgia
$857K 23,466 -1,895 -7%
BRWM
65
B. Riley Wealth Management
Tennessee
$850K 23,289 -807 -3%
HI
66
Horizon Investments
North Carolina
$768K 21,034 +2,010 +11%
FFS
67
Founders Financial Securities
Maryland
$766K 20,989 +2,259 +12%
AI
68
Atria Investments
North Carolina
$721K 19,757 +411 +2%
ACM
69
Argentus Capital Management
Texas
$692K 18,963 +4,943 +35%
DAS
70
Dynamic Advisor Solutions
Arizona
$690K 18,900 +859 +5%
VAM
71
Visionary Asset Management
Texas
$682K 18,677 +18,677 New
FIM
72
Freedom Investment Management
Connecticut
$677K 18,551 +1,834 +11%
SS
73
Simplicity Solutions
Minnesota
$558K 15,295 +5,746 +60%
SI
74
SII Investments
Wisconsin
$489K 13,420 -28 -0.2%
NPC
75
National Planning Corporation
California
$470K 12,814 +67 +0.5%
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