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First Trust Consumer Discretionary AlphaDEX Fund

99 hedge funds and large institutions have $1.59B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
99
Holders Change
+12
Holders Change %
+13.79%
% of All Funds
2.64%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
21
Increased
50
Reduced
21
Closed
7
Calls
$501K
Puts
$177K
Net Calls
+$324K
Net Calls Change
-$8K
Name Market Value Shares Shares
Change
Shares
Change %
FSIM
1
F-Squared Investment Management
Massachusetts
$358M 10,013,787 +1,820,127 +22%
First Trust Advisors
2
First Trust Advisors
Illinois
$234M 6,535,711 +3,442,898 +111%
Morgan Stanley
3
Morgan Stanley
New York
$231M 6,465,304 +1,323,669 +26%
Wells Fargo
4
Wells Fargo
California
$209M 5,832,744 +1,201,913 +26%
UBS Group
5
UBS Group
Switzerland
$81.1M 2,266,145 +2,266,145 New
BTS
6
BB&T Securities
Virginia
$68M 189,915 +32,329 +21%
Bank of America
7
Bank of America
North Carolina
$61.3M 1,713,202 +336,648 +24%
PPA
8
Parametric Portfolio Associates
Washington
$43.8M 1,224,430 +206,165 +20%
RJA
9
Raymond James & Associates
Florida
$31.8M 889,125 +135,091 +18%
BFA
10
Beaumont Financial Advisors
Massachusetts
$30.2M 843,636 -96,798 -10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$22.5M 629,768 +155,263 +33%
PI
12
Placemark Investments
Illinois
$16.9M 473,331 +81,119 +21%
LPL Financial
13
LPL Financial
California
$15.7M 438,137 -35,093 -7%
AIM
14
Astor Investment Management
Illinois
$14.1M 393,931 +79,094 +25%
HF
15
Hoxton Financial
West Virginia
$10.7M 300,110 -9,237 -3%
Ameriprise
16
Ameriprise
Minnesota
$8.68M 243,446 +29,085 +14%
Goldman Sachs
17
Goldman Sachs
New York
$8.61M 240,541 +139,064 +137%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$8.38M 234,026 +84,246 +56%
Stifel Financial
19
Stifel Financial
Missouri
$8.32M 232,309 -85,501 -27%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$8.03M 224,386 +12 +0%
NC
21
NewSquare Capital
Pennsylvania
$7.49M 209,303 +58,982 +39%
AIG
22
American International Group
New York
$6.35M 177,391 +76,072 +75%
B
23
Baird
Wisconsin
$5.36M 149,669 +24,515 +20%
SI
24
Stephens Inc
Arkansas
$4.83M 134,792 +182 +0.1%
CS
25
Credit Suisse
Switzerland
$4.58M 128,022 +26 +0%