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First Trust Consumer Discretionary AlphaDEX Fund

75 hedge funds and large institutions have $805M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
75
Holders Change
+10
Holders Change %
+15.38%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
19
Increased
36
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$160M 4,946,987 +331,355 +7%
Wells Fargo
2
Wells Fargo
California
$144M 4,456,366 +331,229 +8%
FSIM
3
F-Squared Investment Management
Massachusetts
$143M 4,423,451 +3,491,785 +375%
BTS
4
BB&T Securities
Virginia
$64.5M 199,907 +75,161 +60%
U
5
UBS
Switzerland
$48.9M 1,514,935 +415,319 +38%
Bank of America
6
Bank of America
North Carolina
$41.8M 1,295,799 -8,704 -0.7%
RJA
7
Raymond James & Associates
Florida
$24.3M 753,721 +244,785 +48%
PPA
8
Parametric Portfolio Associates
Washington
$23.7M 736,207 +99,032 +16%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$19.5M 603,201 +171,942 +40%
LPL Financial
10
LPL Financial
California
$15.3M 472,930 +35,545 +8%
BFA
11
Beaumont Financial Advisors
Massachusetts
$13.4M 414,330 +97,936 +31%
HF
12
Hoxton Financial
West Virginia
$10.4M 321,018 -24,464 -7%
PI
13
Placemark Investments
Illinois
$6.74M 208,994 +33,500 +19%
AW
14
ACG Wealth
Georgia
$6.62M 205,132 -2,800 -1%
B
15
Baird
Wisconsin
$5.4M 167,353 +10,455 +7%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$4.7M 145,772 -10,857 -7%
Ameriprise
17
Ameriprise
Minnesota
$4.49M 142,102 +27,596 +24%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.14M 128,298 +105,936 +474%
HFS
19
HL Financial Services
Kentucky
$3.85M 119,419 +4,969 +4%
PFS
20
Prospera Financial Services
Texas
$3.79M 117,394 -6,081 -5%
Goldman Sachs
21
Goldman Sachs
New York
$3.66M 113,559 +113,559 New
FA
22
FDx Advisors
Illinois
$3.47M 113,823 +18,909 +20%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$3.37M 104,389 +7,089 +7%
AIG
24
American International Group
New York
$3.03M 93,847 -2,812 -3%
HighTower Advisors
25
HighTower Advisors
Illinois
$3M 93,091 -17,573 -16%