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First Trust Consumer Discretionary AlphaDEX Fund
FXD

66 hedge funds and large institutions have $411M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2013 Q2 according to their latest regulatory filings, with 66 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

65.54% more ownership

Funds ownership: 0% → 65.54% (+66%)

Holders
66
Holders Change
+66
Holders Change %
–
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
66
Increased
–
Reduced
–
Closed
–
Calls
$206K
Puts
–
Net Calls
+$206K
Net Calls Change
+$206K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$103M +$101M +3,790,475 New
Wells Fargo
2
Wells Fargo
California
$102M +$100M +3,756,919 New
Bank of America
3
Bank of America
North Carolina
$29.8M +$29.3M +1,099,966 New
U
4
UBS
Switzerland
$28.7M +$28.2M +1,057,496 New
RJA
5
Raymond James & Associates
Florida
$13M +$12.7M +477,583 New
PPA
6
Parametric Portfolio Associates
Washington
$12.5M +$12.2M +458,962 New
Fidelity Investments
7
Fidelity Investments
Massachusetts
$12.1M +$11.8M +444,000 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.71M +$9.54M +357,974 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.39M +$9.23M +346,217 New
HF
10
Hoxton Financial
West Virginia
$9.35M +$9.19M +344,566 New
AW
11
ACG Wealth
Georgia
$7.82M +$7.68M +288,116 New
BFA
12
Beaumont Financial Advisors
Massachusetts
$6.02M +$5.92M +221,945 New
SNC
13
Stifel Nicolaus & Co
Missouri
$5.33M +$5.23M +196,330 New
LPL Financial
14
LPL Financial
California
$5.21M +$5.12M +191,889 New
JP Morgan Chase
15
JP Morgan Chase
New York
$4.4M +$4.32M +162,074 New
B
16
Baird
Wisconsin
$4.21M +$4.13M +155,054 New
NA
17
Navellier & Associates
Nevada
$3.7M +$3.63M +136,246 New
PI
18
Placemark Investments
Illinois
$3.57M +$3.51M +131,552 New
Citigroup
19
Citigroup
New York
$3.12M +$3.06M +114,650 New
HFS
20
HL Financial Services
Kentucky
$2.92M +$2.87M +107,682 New
PFS
21
Prospera Financial Services
Texas
$2.67M +$2.59M +97,302 New
SI
22
Stephens Inc
Arkansas
$2.56M +$2.52M +94,438 New
HighTower Advisors
23
HighTower Advisors
Illinois
$2.49M +$2.45M +91,821 New
AIG
24
American International Group
New York
$2.32M +$2.28M +85,366 New
SAM
25
SignalPoint Asset Management
Missouri
$2.11M +$2.07M +77,737 New
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