FXD icon

First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

103 hedge funds and large institutions have $1.99B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
2.75%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
14
Increased
58
Reduced
24
Closed
8
Calls
$280K
Puts
$35K
Net Calls
+$245K
Net Calls Change
-$79K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$460M
2
Morgan Stanley
2
Morgan Stanley
New York
$295M
3
Wells Fargo
3
Wells Fargo
California
$269M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$24.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$20.2M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$306M
2
BTS
2
BB&T Securities
Virginia
$61.9M
3
PPA
3
Parametric Portfolio Associates
Washington
$38.8M
4
SB
4
Suntrust Banks
Georgia
$0
5
PHS
5
Pekin Hardy Strauss
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$460M 12,325,608 +5,789,897 +89%
FSIM
2
F-Squared Investment Management
Massachusetts
$306M 8,216,623 -1,797,164 -18%
Morgan Stanley
3
Morgan Stanley
New York
$295M 7,921,106 +1,455,802 +23%
Wells Fargo
4
Wells Fargo
California
$269M 7,211,528 +1,378,784 +24%
UBS Group
5
UBS Group
Switzerland
$95M 2,546,993 +280,848 +12%
Bank of America
6
Bank of America
North Carolina
$71.6M 1,919,164 +205,962 +12%
BTS
7
BB&T Securities
Virginia
$61.9M 165,831 -24,084 -13%
PPA
8
Parametric Portfolio Associates
Washington
$38.8M 1,040,083 -184,347 -15%
RJA
9
Raymond James & Associates
Florida
$37.8M 1,014,669 +125,544 +14%
BFA
10
Beaumont Financial Advisors
Massachusetts
$32.3M 865,900 +22,264 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$26.8M 717,688 +87,920 +14%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$24.8M 664,309 +439,923 +196%
AIM
13
Astor Investment Management
Illinois
$22.8M 612,037 +218,106 +55%
LPL Financial
14
LPL Financial
California
$20.6M 552,874 +114,737 +26%
Goldman Sachs
15
Goldman Sachs
New York
$20.2M 542,485 +301,944 +126%
Ameriprise
16
Ameriprise
Minnesota
$15.3M 410,781 +167,335 +69%
MFS
17
MSI Financial Services
Massachusetts
$12.9M 344,703 +235,777 +216%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$11.7M 313,021 +78,995 +34%
HF
19
Hoxton Financial
West Virginia
$11.1M 296,817 -3,293 -1%
NC
20
NewSquare Capital
Pennsylvania
$10.9M 291,008 +81,705 +39%
Stifel Financial
21
Stifel Financial
Missouri
$10.3M 277,122 +44,813 +19%
TFA
22
Transamerica Financial Advisors
Florida
$7.08M 189,808 +167,333 +745%
B
23
Baird
Wisconsin
$6.96M 186,617 +36,948 +25%
SAM
24
SignalPoint Asset Management
Missouri
$6.91M 185,347 +91,521 +98%
AIG
25
American International Group
New York
$6.76M 181,331 +3,940 +2%
1
2 3 4 5