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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

93 hedge funds and large institutions have $131M invested in First Trust Consumer Staples AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
20
Reduced
33
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAS
Winch Advisory Services
Wisconsin
+$4.01M
2
WP
WealthSource Partners
California
+$1.78M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$977K
4
HR
Howe & Rusling
New York
+$919K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$641K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.64M
2
Stifel Financial
Stifel Financial
Missouri
-$4.85M
3
SI
Stephens Inc
Arkansas
-$2.96M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.79M
5
RJA
Raymond James & Associates
Florida
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$902K -$65.3K -1,549 -7%
SFG
27
StrategIQ Financial Group
Indiana
$815K -$10.8K -257 -1%
RIA
28
Regal Investment Advisors
Michigan
$800K +$505K +11,956 +171%
MML Investors Services
29
MML Investors Services
Massachusetts
$775K +$85.7K +2,031 +12%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$687K +$80.7K +1,906 +13%
FAAS
31
First Allied Advisory Services
California
$660K -$111K -2,637 -14%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$641K +$641K +15,183 New
LFAS
33
Level Four Advisory Services
Texas
$640K -$31.7K -752 -5%
CBFP
34
Cedar Brook Financial Partners
Ohio
$491K +$491K +11,629 New
SWP
35
Stratos Wealth Partners
Ohio
$472K -$7.39K -175 -2%
HighTower Advisors
36
HighTower Advisors
Illinois
$456K -$48.5K -1,151 -10%
SWA
37
SFMG Wealth Advisors
Texas
$398K -$1.86K -44 -0.5%
ONB
38
Old National Bancorp
Indiana
$351K – – –
HCIA
39
Hochman Cole Investment Advisors
Illinois
$339K -$1.1K -26 -0.3%
DLHL
40
Donald L. Hagan LLC
Florida
$323K +$57.3K +1,356 +22%
DADC
41
D.A. Davidson & Co
Montana
$319K -$4.14K -98 -1%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$312K -$5.91K -140 -2%
KWM
43
Kingsview Wealth Management
Oregon
$307K -$12.7K -301 -4%
WIA
44
World Investment Advisors
California
$304K +$304K +6,726 New
OC
45
Oppenheimer & Co
New York
$292K -$7.76K -184 -3%
SAM
46
SignalPoint Asset Management
Missouri
$278K +$2.05K +66 +0.7%
PAG
47
Private Advisor Group
New Jersey
$242K -$2.7K -64 -1%
GIA
48
Gladstone Institutional Advisory
Florida
$229K +$229K +5,427 New
SB
49
Suntrust Banks
Georgia
$222K -$58K -1,204 -21%
LNC
50
Lincoln National Corp
Pennsylvania
$206K +$206K +4,882 New
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