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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

104 hedge funds and large institutions have $381M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 17 increasing their positions, 56 reducing their positions, and 28 closing their positions.

Holders
104
Holders Change
-10
Holders Change %
-8.77%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
17
Reduced
56
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$4.02M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.1M
3
VKH
3
Virtu KCG Holdings
New York
$2.29M
4
TRCT
4
Tower Research Capital (TRC)
New York
$3.6M
5
LFAS
5
Level Four Advisory Services
Texas
$1.27M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$70M
3
Wells Fargo
3
Wells Fargo
California
$88.5M
4
Bank of America
4
Bank of America
North Carolina
$19.7M
5
UBS Group
5
UBS Group
Switzerland
$32.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$90K 2,537 -205,437 -99%
WB
77
Webster Bank
Connecticut
$82K 2,307 +2,307 New
SSB
78
Sandy Spring Bank
Maryland
$74K 2,087 +2,087 New
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56K 1,571 +797 +103%
NFG
80
Next Financial Group
Texas
$48K 1,342 – –
GWM
81
Geneos Wealth Management
Colorado
$46K 1,306 – –
RFWA
82
RPg Family Wealth Advisory
Massachusetts
$44.1K 1,241 +1,241 New
MWM
83
MinichMacGregor Wealth Management
New York
$42K 25,894 -3,305 -11%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$38K 1,079 -1,583 -59%
TFA
85
Transamerica Financial Advisors
Florida
$28K 778 -221,143 -100%
Creative Planning
86
Creative Planning
Kansas
$27K 759 -2,833 -79%
AIM
87
Advantage Investment Management
Iowa
$23K 640 – –
FANJ
88
Financial Architects (New Jersey)
New Jersey
$22K 609 – –
CFA
89
Camarda Financial Advisors
Florida
$19K 540 +540 New
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$18K 500 +500 New
US Bancorp
91
US Bancorp
Minnesota
$17K 490 -131 -21%
TIM
92
Tortoise Investment Management
New York
$17K 468 – –
AA
93
AlphaMark Advisors
Kentucky
$14K 400 +400 New
FCFS
94
First Command Financial Services
Texas
$12K 342 +342 New
FCB
95
First Command Bank
Texas
$12K 342 +342 New
BIG
96
Bellwether Investment Group
Tennessee
$12K 352 +352 New
HI
97
Hudock Inc
Pennsylvania
$10K 296 +1 +0.3%
SEI Investments
98
SEI Investments
Pennsylvania
$8K 225 -6 -3%
FTUS
99
Flow Traders U.S.
New York
$6K 164 +164 New
CFD
100
Creative Financial Designs
Indiana
$6K 179 +179 New
2 3
4
5 6