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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

73 hedge funds and large institutions have $580M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
11
Increased
36
Reduced
21
Closed
13
Calls
$324K
Puts
$30K
Net Calls
+$294K
Net Calls Change
+$294K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$19.4M
2
Stifel Financial
2
Stifel Financial
Missouri
$8.43M
3
Morgan Stanley
3
Morgan Stanley
New York
$167M
4
U
4
UBS
Switzerland
$56.5M
5
IAS
5
IMA Advisory Services
Colorado
$2.11M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$0
2
BTS
2
BB&T Securities
Virginia
$7.59M
3
PPA
3
Parametric Portfolio Associates
Washington
$0
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$0
5
Wells Fargo
5
Wells Fargo
California
$134M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$167M 5,209,923 +262,936 +5%
Wells Fargo
2
Wells Fargo
California
$134M 4,176,046 -280,320 -6%
U
3
UBS
Switzerland
$56.5M 1,764,490 +249,555 +16%
Bank of America
4
Bank of America
North Carolina
$42M 1,311,508 +15,709 +1%
RJA
5
Raymond James & Associates
Florida
$22.1M 689,790 -63,931 -8%
First Trust Advisors
6
First Trust Advisors
Illinois
$19.4M 606,599 +606,599 New
LPL Financial
7
LPL Financial
California
$14.2M 444,113 -28,817 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14M 436,698 -166,503 -28%
HF
9
Hoxton Financial
West Virginia
$9.9M 309,130 -11,888 -4%
Stifel Financial
10
Stifel Financial
Missouri
$8.43M 263,298 +263,298 New
BTS
11
BB&T Securities
Virginia
$7.59M 23,718 -176,189 -88%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$5.13M 160,078 +14,306 +10%
Ameriprise
13
Ameriprise
Minnesota
$4.98M 155,428 +13,326 +9%
HFS
14
HL Financial Services
Kentucky
$3.96M 123,658 +4,239 +4%
Goldman Sachs
15
Goldman Sachs
New York
$3.88M 121,126 +7,567 +7%
HighTower Advisors
16
HighTower Advisors
Illinois
$3.63M 115,419 +22,328 +24%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$3.26M 101,826 -2,563 -2%
B
18
Baird
Wisconsin
$3.26M 101,677 -65,676 -39%
AIG
19
American International Group
New York
$3.24M 101,230 +7,383 +8%
SAM
20
SignalPoint Asset Management
Missouri
$3.02M 94,310 +4,344 +5%
SI
21
Stephens Inc
Arkansas
$2.93M 91,608 -1,449 -2%
SAG
22
Sterne Agee Group
Alabama
$2.74M 85,580 -1,898 -2%
CS
23
Credit Suisse
Switzerland
$2.74M 85,531 +14,524 +20%
TT
24
Tower Trust
Indiana
$2.69M 83,900 +739 +0.9%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$2.6M 81,077 +1,304 +2%
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