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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

134 hedge funds and large institutions have $1.9B invested in First Trust Consumer Staples AlphaDEX Fund in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 69 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-13
Holders Change %
-8.84%
% of All Funds
3.58%
Holding in Top 10
5
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-61.54%
% of All Funds
0.13%
New
12
Increased
36
Reduced
69
Closed
23
Calls
$457K
Puts
–
Net Calls
+$457K
Net Calls Change
+$457K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$25.5M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$16M
3
HF
Hoxton Financial
West Virginia
+$6.31M
4
LPL Financial
LPL Financial
California
+$5.31M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.93M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$229M
2
Morgan Stanley
Morgan Stanley
New York
-$69.8M
3
Wells Fargo
Wells Fargo
California
-$66.1M
4
UBS Group
UBS Group
Switzerland
-$27.7M
5
HA
Hays Advisory
Tennessee
-$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
SII Investments
Wisconsin
$6.56M +$2.91M +63,122 +80%
HFS
27
HL Financial Services
Kentucky
$5.71M -$119K -2,578 -2%
Citigroup
28
Citigroup
New York
$5.58M +$340K +7,373 +6%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$5.49M -$526K -11,412 -9%
RAM
30
Riggs Asset Management
Pennsylvania
$5.39M -$75.2K -1,631 -1%
TFA
31
Transamerica Financial Advisors
Florida
$4.91M -$20.3M -439,094 -80%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$3.85M -$1.44M -31,281 -27%
AIG
33
American International Group
New York
$3.74M +$624K +13,521 +20%
SAM
34
SignalPoint Asset Management
Missouri
$3.51M -$891K -19,332 -20%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$3.5M -$207K -4,545 -6%
Millennium Management
36
Millennium Management
New York
$3.41M +$3.41M +74,004 New
NC
37
NewSquare Capital
Pennsylvania
$3.28M -$13.7M -296,236 -81%
SG Americas Securities
38
SG Americas Securities
New York
$3.21M +$3.21M +69,639 New
BTS
39
BB&T Securities
Virginia
$3.21M -$1.06M -22,921 -25%
PAG
40
Private Advisor Group
New Jersey
$3.21M +$2.31M +50,080 +258%
AIM
41
Advantage Investment Management
Iowa
$2.96M -$85.1K -1,845 -3%
CIBC World Market
42
CIBC World Market
Ontario, Canada
$2.78M +$100K +2,174 +4%
RIA
43
Regal Investment Advisors
Michigan
$2.78M +$205K +4,439 +8%
VFS
44
VSR Financial Services
Kansas
$2.69M -$287K -6,219 -10%
FHC
45
First Heartland Consultants
Missouri
$2.65M +$845K +18,312 +47%
LFG
46
LifePlan Financial Group
Ohio
$2.6M -$2.66M -57,598 -51%
HighTower Advisors
47
HighTower Advisors
Illinois
$2.6M -$174K -3,776 -6%
FFS
48
Founders Financial Securities
Maryland
$2.23M +$201K +4,362 +10%
WA
49
WESPAC Advisors
California
$2.18M -$681K -14,772 -24%
JWM
50
Jackson Wealth Management
Florida
$2.04M +$60.8K +1,319 +3%
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