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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 Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
76
M&T Bank
New York
$322K +$15.8K +441 +5%
FIM
77
Freedom Investment Management
Connecticut
$314K +$30.1K +841 +11%
NPC
78
National Planning Corporation
California
$311K +$24.4K +693 +9%
WA
79
WFG Advisors
Texas
$302K +$218K +6,104 +260%
ICAS
80
Investors Capital Advisory Services
Massachusetts
$259K – – –
WS
81
Wedbush Securities
California
$245K +$245K +6,852 New
US Bancorp
82
US Bancorp
Minnesota
$197K +$50.6K +1,410 +35%
HI
83
Hudock Inc
Pennsylvania
$181K -$313K -8,751 -63%
NES
84
New England Securities
New York
$174K -$1.63M -45,503 -90%
BRWM
85
B. Riley Wealth Management
Tennessee
$132K -$1.56M -43,681 -92%
ASN
86
Advisory Services Network
Georgia
$92K +$92K +2,685 New
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$90K – – –
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$80K +$80K +2,247 New
FAM
89
Formidable Asset Management
Ohio
$50K – – –
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$45K +$8.71K +242 +24%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$23K +$23K +646 New
TIM
92
Tortoise Investment Management
New York
$17K – – –
NCM
93
Nelson Capital Management
California
$15K – – –
CTC
94
Central Trust Company
Missouri
$11K +$11K +294 New
CB
95
Community Bank
New York
$9K +$9K +251 New
AFS
96
Aft Forsyth & Sober
Florida
$7K – – –
GI
97
Gradient Investments
Minnesota
$4K +$4K +118 New
BRWA
98
B. Riley Wealth Advisors
Florida
$86 +$86 +2,401 New
VF
99
Virtu Financial
New York
– -$1.33M -41,139 Closed
CWM
100
Concert Wealth Management
California
– -$611K -18,961 Closed
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