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First Trust Consumer Discretionary AlphaDEX Fund

82 hedge funds and large institutions have $640M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 3 closing their positions.

Holders
82
Holders Change
+9
Holders Change %
+12.33%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
13
Increased
40
Reduced
24
Closed
3
Calls
$592K
Puts
$268K
Net Calls
+$324K
Net Calls Change
+$30K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$168M 5,056,670 -153,253 -3%
Wells Fargo
2
Wells Fargo
California
$136M 4,092,210 -83,836 -2%
First Trust Advisors
3
First Trust Advisors
Illinois
$62M 1,863,611 +1,257,012 +207%
U
4
UBS
Switzerland
$50.9M 1,531,035 -233,455 -13%
Bank of America
5
Bank of America
North Carolina
$43.8M 1,316,138 +4,630 +0.4%
RJA
6
Raymond James & Associates
Florida
$23.7M 712,979 +23,189 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$14.7M 441,375 +4,677 +1%
LPL Financial
8
LPL Financial
California
$12.8M 384,753 -59,360 -13%
HF
9
Hoxton Financial
West Virginia
$10.2M 307,254 -1,876 -0.6%
BTS
10
BB&T Securities
Virginia
$9.16M 27,544 +3,826 +16%
Stifel Financial
11
Stifel Financial
Missouri
$9.03M 271,504 +8,206 +3%
AIM
12
Astor Investment Management
Illinois
$7.86M 236,449 +207,844 +727%
Ameriprise
13
Ameriprise
Minnesota
$5.73M 172,122 +16,694 +11%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$5.49M 165,029 +4,951 +3%
HFS
15
HL Financial Services
Kentucky
$4.2M 126,442 +2,784 +2%
NC
16
NewSquare Capital
Pennsylvania
$3.59M 108,014 +45,100 +72%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$3.59M 107,872 +6,046 +6%
B
18
Baird
Wisconsin
$3.56M 107,148 +5,471 +5%
SI
19
Stephens Inc
Arkansas
$3.47M 104,396 +12,788 +14%
AIG
20
American International Group
New York
$3.3M 99,111 -2,119 -2%
CS
21
Credit Suisse
Switzerland
$3.28M 98,588 +13,057 +15%
HighTower Advisors
22
HighTower Advisors
Illinois
$3.25M 97,807 -17,612 -15%
SAM
23
SignalPoint Asset Management
Missouri
$3.07M 92,308 -2,002 -2%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$2.86M 86,070 +4,993 +6%
ONB
25
Old National Bancorp
Indiana
$2.79M 83,800 +83,800 New