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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

87 hedge funds and large institutions have $165M invested in First Trust Consumer Staples AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$33.9M
2
UBS Group
UBS Group
Switzerland
$11.1M
3
Wells Fargo
Wells Fargo
California
$24.3M
4
Stifel Financial
Stifel Financial
Missouri
$8.32M
5
SPL
Smart Portfolios LLC
Washington
$4.8M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$1.8M
2
SWM
Segment Wealth Management
Texas
$0
3
Goldman Sachs
Goldman Sachs
New York
$0
4
Ameriprise
Ameriprise
Minnesota
$3.17M
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
26
Pacific Sun Financial
California
$932K -$42.9K -900 -4%
SFG
27
StrategIQ Financial Group
Indiana
$928K -$14.2K -301 -2%
RIA
28
Regal Investment Advisors
Michigan
$868K -$124K -2,625 -12%
FAAS
29
First Allied Advisory Services
California
$839K -$21.5K -455 -2%
LFAS
30
Level Four Advisory Services
Texas
$748K -$12.2K -260 -2%
MML Investors Services
31
MML Investors Services
Massachusetts
$740K -$358K -7,605 -33%
HighTower Advisors
32
HighTower Advisors
Illinois
$584K -$567 -12 -0.1%
Citadel Advisors
33
Citadel Advisors
Florida
$579K -$238K -5,062 -29%
SWP
34
Stratos Wealth Partners
Ohio
$579K -$6.98K -148 -1%
SB
35
Suntrust Banks
Georgia
$475K -$132K -2,747 -22%
SWA
36
SFMG Wealth Advisors
Texas
$439K +$2.78K +59 +0.6%
SAM
37
SignalPoint Asset Management
Missouri
$434K +$3.62K +77 +0.8%
ONB
38
Old National Bancorp
Indiana
$410K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$388K +$29.5K +628 +8%
HCIA
40
Hochman Cole Investment Advisors
Illinois
$380K -$106K -2,245 -22%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$360K -$11.7K -249 -3%
DADC
42
D.A. Davidson & Co
Montana
$356K -$10.6K -225 -3%
KWM
43
Kingsview Wealth Management
Oregon
$327K -$238K -5,051 -42%
OC
44
Oppenheimer & Co
New York
$311K -$43.4K -921 -12%
IA
45
IFP Advisors
Florida
$265K -$30.5K -649 -10%
FAIM
46
Financial Advocates Investment Management
Washington
$254K -$66.7K -1,428 -21%
HFS
47
HL Financial Services
Kentucky
$249K -$31.8K -675 -11%
DAS
48
Dynamic Advisor Solutions
Arizona
$211K -$4.95K -105 -2%
CIAS
49
Capital Investment Advisory Services
North Carolina
$210K +$210K +4,453 New
CF
50
Centaurus Financial
California
$184K +$184K +3,896 New
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