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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

112 hedge funds and large institutions have $1.39B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
112
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
13
Increased
44
Reduced
45
Closed
12
Calls
$684K
Puts
–
Net Calls
+$684K
Net Calls Change
-$311K

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$13.2M
2
MFS
2
MSI Financial Services
Massachusetts
$23.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$16.5M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$29.5M
5
Jane Street
5
Jane Street
New York
$4.17M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$624M
2
Morgan Stanley
2
Morgan Stanley
New York
$199M
3
Wells Fargo
3
Wells Fargo
California
$145M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
LPL Financial
5
LPL Financial
California
$7.88M
Name Market Value Shares Shares
Change 		Shares
Change %
FIM
76
Freedom Investment Management
Connecticut
$345K 10,232 -384 -4%
WS
77
Wedbush Securities
California
$341K 10,120 +2,195 +28%
Koshinski Asset Management
78
Koshinski Asset Management
Illinois
$337K 10,002 +61 +0.6%
CWM
79
Concert Wealth Management
California
$329K 9,718 +9,718 New
NPC
80
National Planning Corporation
California
$311K 8,871 -4,181 -32%
M&T Bank
81
M&T Bank
New York
$282K 8,358 -271 -3%
SS
82
Simplicity Solutions
Minnesota
$281K 8,341 +1,293 +18%
SWP
83
Stratos Wealth Partners
Ohio
$278K 8,258 +8,258 New
CAM
84
Concorde Asset Management
Michigan
$255K 7,567 +1,272 +20%
SPC
85
Sigma Planning Corp
Michigan
$204K 6,043 -94 -2%
CA
86
Cetera Advisors
Colorado
$203K 5,998 -1,275 -18%
ACM
87
Argentus Capital Management
Texas
$193K 5,738 -16,822 -75%
WEC
88
Winslow Evans & Crocker
Massachusetts
$138K 4,088 +1 +0%
HIIFS
89
Harel Insurance Investments & Financial Services
Israel
$121K 3,600 +3,600 New
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$86K 2,539 +822 +48%
WP
91
WealthPLAN Partners
Nebraska
$61.8K 4,392 +4,392 New
PFBT
92
Parkside Financial Bank & Trust
Missouri
$58K 1,715 – –
GWM
93
Geneos Wealth Management
Colorado
$45K 1,344 -1,258 -48%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39K 1,162 +82 +8%
WI
95
Wintrust Investments
Illinois
$33K 15,811 +15,811 New
Creative Planning
96
Creative Planning
Kansas
$26K 759 -300 -28%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$26K 764 +264 +53%
US Bancorp
98
US Bancorp
Minnesota
$25K 733 -59 -7%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$24K 700 -700 -50%
AIM
100
Advantage Investment Management
Iowa
$22K 640 +640 New
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4
5