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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.

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

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$688M
2
Morgan Stanley
Morgan Stanley
New York
$235M
3
Wells Fargo
Wells Fargo
California
$169M
4
UBS Group
UBS Group
Switzerland
$66.7M
5
HA
Hays Advisory
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ICAS
126
Investors Capital Advisory Services
Massachusetts
– -$206K -6,063 Closed
SWP
127
Stratos Wealth Partners
Ohio
– -$203K -5,965 Closed
AFP
128
Ausdal Financial Partners
Iowa
– -$191K -5,614 Closed
AIM
129
Advantage Investment Management
Iowa
– -$133K -3,909 Closed
IPC
130
Independent Portfolio Consultants
Florida
– -$34K -1,000 Closed
CG
131
Cutler Group
California
– -$6K -205 Closed
AFS
132
Aft Forsyth & Sober
Florida
– -$7K -191 Closed
AIA
133
Allegis Investment Advisors
Idaho
– -$5K -138 Closed
NMIS
134
Northwestern Mutual Investment Services
Wisconsin
– -$1K -43 Closed
2 3 4 5
6