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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

113 hedge funds and large institutions have $1.58B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 68 reducing their positions, and 22 closing their positions.

Holders
113
Holders Change
-14
Holders Change %
-11.02%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.13%
New
9
Increased
22
Reduced
68
Closed
22
Calls
$995K
Puts
–
Net Calls
+$995K
Net Calls Change
+$416K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$12.7M
2
CS
2
Credit Suisse
Switzerland
$7.87M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$14.6M
4
BCM
4
Barometer Capital Management
Ontario, Canada
$1.37M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.59M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$688M
2
Morgan Stanley
2
Morgan Stanley
New York
$235M
3
Wells Fargo
3
Wells Fargo
California
$169M
4
UBS Group
4
UBS Group
Switzerland
$66.7M
5
HA
5
Hays Advisory
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KA
76
Kovack Advisors
Florida
$542K 15,394 -404 -3%
WF
77
WealthTrust Fairport
Ohio
$482K 13,700 +2,295 +20%
Citadel Advisors
78
Citadel Advisors
Florida
$470K 13,351 -28,928 -68%
NPC
79
National Planning Corporation
California
$447K 13,052 -1,903 -13%
WA
80
WFG Advisors
Texas
$425K 12,070 -107 -0.9%
VKH
81
Virtu KCG Holdings
New York
$393K 11,183 -18,382 -62%
Brown Advisory
82
Brown Advisory
Maryland
$380K 10,805 – –
FIM
83
Freedom Investment Management
Connecticut
$373K 10,616 -5,662 -35%
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$350K 9,941 -529 -5%
M&T Bank
85
M&T Bank
New York
$304K 8,629 -3,921 -31%
VF
86
Virtu Financial
New York
$295K 8,379 +8,379 New
WS
87
Wedbush Securities
California
$279K 7,925 -3,227 -29%
CA
88
Cetera Advisors
Colorado
$256K 7,273 -1,067 -13%
SS
89
Simplicity Solutions
Minnesota
$248K 7,048 -7,480 -51%
CAM
90
Concorde Asset Management
Michigan
$221K 6,295 -3,579 -36%
SPC
91
Sigma Planning Corp
Michigan
$216K 6,137 +155 +3%
KP
92
Keel Point
Alabama
$210K 5,963 -171,119 -97%
WEC
93
Winslow Evans & Crocker
Massachusetts
$144K 4,087 -1,401 -26%
HIIFS
94
Harel Insurance Investments & Financial Services
Israel
– – -3,600 Closed
GWM
95
Geneos Wealth Management
Colorado
$91K 2,602 +2,602 New
PFBT
96
Parkside Financial Bank & Trust
Missouri
$60K 1,715 – –
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$60K 1,717 – –
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$49K 1,400 – –
FAM
99
Formidable Asset Management
Ohio
$49K 1,409 – –
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38K 1,080 +459 +74%
2 3
4
5 6