FXD icon

First Trust Consumer Discretionary AlphaDEX Fund

114 hedge funds and large institutions have $1.43B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 59 reducing their positions, and 7 closing their positions.

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
11
Increased
34
Reduced
59
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$627M 17,791,024 -700,839 -4%
Morgan Stanley
2
Morgan Stanley
New York
$200M 5,662,784 -228,524 -4%
Wells Fargo
3
Wells Fargo
California
$157M 4,464,786 +168,725 +4%
UBS Group
4
UBS Group
Switzerland
$55.8M 1,583,856 -90,941 -5%
Bank of America
5
Bank of America
North Carolina
$52.8M 1,498,945 -131,668 -8%
RJA
6
Raymond James & Associates
Florida
$35.3M 1,000,863 +71,519 +8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$32.9M 932,108 +58,712 +7%
MFS
8
MSI Financial Services
Massachusetts
$23.6M 669,857 -36,731 -5%
NC
9
NewSquare Capital
Pennsylvania
$17.2M 488,145 +330,478 +210%
AIM
10
Astor Investment Management
Illinois
$14.5M 411,439 -64,247 -14%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12.8M 363,442 +37,387 +11%
Ameriprise
12
Ameriprise
Minnesota
$12.4M 353,071 +62,754 +22%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12.2M 345,170 -30,246 -8%
UCFA
14
United Capital Financial Advisors
Texas
$11.6M 329,263 -57,850 -15%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$11.1M 313,701 +313,701 New
Stifel Financial
16
Stifel Financial
Missouri
$10.2M 289,742 -63,811 -18%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$8.21M 232,912 -2,899 -1%
TFA
18
Transamerica Financial Advisors
Florida
$7.82M 221,921 +60,104 +37%
SAM
19
SignalPoint Asset Management
Missouri
$7.56M 214,399 +89,184 +71%
LPL Financial
20
LPL Financial
California
$7.39M 209,790 -23,055 -10%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$7.33M 207,974 +144,679 +229%
SB
22
Suntrust Banks
Georgia
$6.45M 183,098 +8,261 +5%
CS
23
Credit Suisse
Switzerland
$6.01M 170,346 -119,799 -41%
HFS
24
HL Financial Services
Kentucky
$5.68M 161,221 +39,813 +33%
ACM
25
Aviance Capital Management
Florida
$5.66M 160,473 -27,001 -14%