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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 %
MC
76
Moors & Cabot
Massachusetts
$453K 12,428 -194 -2%
CA
77
Cetera Advisors
Colorado
$450K 12,338 -69 -0.6%
CAM
78
Concorde Asset Management
Michigan
$438K 11,958 +4,871 +69%
V
79
Veritable
Delaware
$406K 11,128 – –
Brown Advisory
80
Brown Advisory
Maryland
$394K 10,805 – –
WA
81
WFG Advisors
Texas
$386K 10,566 +543 +5%
KA
82
Kovack Advisors
Florida
$379K 10,382 +155 +2%
M&T Bank
83
M&T Bank
New York
$359K 9,831 +1,321 +16%
VFA
84
Voya Financial Advisors
Connecticut
$313K 8,581 +8,581 New
PAG
85
Private Advisor Group
New Jersey
$302K 8,281 +8,281 New
WS
86
Wedbush Securities
California
$292K 8,007 -80 -1%
US Bancorp
87
US Bancorp
Minnesota
$285K 7,800 +1,382 +22%
ICAS
88
Investors Capital Advisory Services
Massachusetts
$265K 7,261 +12 +0.2%
WEC
89
Winslow Evans & Crocker
Massachusetts
$262K 7,170 -4,916 -41%
BF
90
BOK Financial
Oklahoma
$254K 6,933 +6,933 New
Koshinski Asset Management
91
Koshinski Asset Management
Illinois
$229K 6,260 +6,260 New
VF
92
Virtu Financial
New York
$224K 6,135 +6,135 New
GA
93
Gateway Advisory
New Jersey
$200K 5,491 -5,465 -50%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$126K 3,453 +956 +38%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$63K 1,717 – –
FAM
96
Formidable Asset Management
Ohio
$51K 1,409 – –
AP
97
Advisors Preferred
Maryland
$45K 1,232 +1,232 New
IPC
98
Independent Portfolio Consultants
Florida
$37K 1,010 +1,010 New
JFGIW
99
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K 667 – –
ASN
100
Advisory Services Network
Georgia
$22K 591 -2,092 -78%
1 2 3
4
5