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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 %
Creative Planning
101
Creative Planning
Kansas
$37K 1,059 +751 +244%
US Bancorp
102
US Bancorp
Minnesota
$28K 792 -10,785 -93%
GBBWRPM
103
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$25K 721 – –
S
104
SignatureFD
Georgia
$21K 606 +606 New
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$18K 500 – –
FANJ
106
Financial Architects (New Jersey)
New Jersey
$17K 496 +496 New
JFGIW
107
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K 451 -216 -32%
TIM
108
Tortoise Investment Management
New York
$16K 468 – –
ASN
109
Advisory Services Network
Georgia
$13K 383 -147 -28%
FCCM
110
First City Capital Management
Georgia
$12.5K 355 – –
CB
111
Community Bank
New York
$9K 251 – –
LWM
112
LBA Wealth Management
Florida
$3K 93 – –
SEI Investments
113
SEI Investments
Pennsylvania
$3K 75 +75 New
HA
114
Hays Advisory
Tennessee
– – -676,718 Closed
SAM
115
Shamrock Asset Management
Texas
– – -526,562 Closed
SG
116
Strid Group
Pennsylvania
– – -432,300 Closed
FHA
117
First Horizon Advisors
Tennessee
– – -127,663 Closed
WA
118
WESPAC Advisors
California
– – -73,997 Closed
CCS
119
Crosspoint Capital Strategies
California
– – -50,581 Closed
VAM
120
Visionary Asset Management
Texas
– – -16,776 Closed
CPIG
121
Chicago Partners Investment Group
Illinois
– – -15,292 Closed
MC
122
Moors & Cabot
Massachusetts
– – -12,323 Closed
BRWA
123
B. Riley Wealth Advisors
Florida
– – -11,245 Closed
V
124
Veritable
Delaware
– – -11,128 Closed
BF
125
BOK Financial
Oklahoma
– – -6,933 Closed
2 3 4
5
6