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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

103 hedge funds and large institutions have $1.99B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
2.75%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
14
Increased
58
Reduced
24
Closed
8
Calls
$280K
Puts
$35K
Net Calls
+$245K
Net Calls Change
-$79K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$460M
2
Morgan Stanley
2
Morgan Stanley
New York
$295M
3
Wells Fargo
3
Wells Fargo
California
$269M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$24.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$20.2M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$306M
2
BTS
2
BB&T Securities
Virginia
$61.9M
3
PPA
3
Parametric Portfolio Associates
Washington
$38.8M
4
SB
4
Suntrust Banks
Georgia
$0
5
PHS
5
Pekin Hardy Strauss
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NPC
76
National Planning Corporation
California
$463K 12,747 +3,908 +44%
WEC
77
Winslow Evans & Crocker
Massachusetts
$451K 12,086 -704 -6%
V
78
Veritable
Delaware
$415K 11,128 – –
GA
79
Gateway Advisory
New Jersey
$409K 10,956 +10,956 New
FA
80
FDx Advisors
Illinois
$404K 10,800 -4,525 -30%
Brown Advisory
81
Brown Advisory
Maryland
$403K 10,805 – –
KA
82
Kovack Advisors
Florida
$381K 10,227 +10,227 New
WA
83
WFG Advisors
Texas
$374K 10,023 +1,574 +19%
SS
84
Simplicity Solutions
Minnesota
$356K 9,549 -27,684 -74%
M&T Bank
85
M&T Bank
New York
$317K 8,510 -489 -5%
WS
86
Wedbush Securities
California
$302K 8,087 +1,235 +18%
ICAS
87
Investors Capital Advisory Services
Massachusetts
$270K 7,249 +3 +0%
CAM
88
Concorde Asset Management
Michigan
$264K 7,087 -10,212 -59%
US Bancorp
89
US Bancorp
Minnesota
$239K 6,418 +923 +17%
WCM
90
Wealthcare Capital Management
Virginia
$111K 2,974 +2,974 New
ASN
91
Advisory Services Network
Georgia
$101K 2,683 -2 -0.1%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$93K 2,497 +250 +11%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$64K 1,717 -790 -32%
FAM
94
Formidable Asset Management
Ohio
$52K 1,409 – –
IP
95
Investment Partners
Ohio
$37K 988 +988 New
JFGIW
96
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K 667 +667 New
TIM
97
Tortoise Investment Management
New York
$17K 468 – –
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$12K 323 -323 -50%
Creative Planning
99
Creative Planning
Kansas
$12K 324 +324 New
CB
100
Community Bank
New York
$9K 251 – –
1 2 3
4
5