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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

103 hedge funds and large institutions have $152M invested in First Trust Consumer Staples AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+10
Holders Change %
+10.75%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
26
Increased
24
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.52M
2
FI
FormulaFolio Investments
Michigan
+$3.98M
3
SAM
Shamrock Asset Management
Texas
+$3.4M
4
AWM
AE Wealth Management
Kansas
+$2.49M
5
SS
Simplicity Solutions
Minnesota
+$2.29M

Top Sellers

1
WAS
Winch Advisory Services
Wisconsin
-$4.3M
2
WP
WealthSource Partners
California
-$4.25M
3
Wells Fargo
Wells Fargo
California
-$2.28M
4
Morgan Stanley
Morgan Stanley
New York
-$1.71M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
26
BB&T Securities
Virginia
$1.24M -$273K -5,968 -18%
MAS
27
Madden Advisory Services
Florida
$1.22M +$4.12K +90 +0.3%
Goldman Sachs
28
Goldman Sachs
New York
$1.2M +$1.2M +26,145 New
CL
29
Cabana LLC
Arkansas
$1.04M +$1.04M +22,735 New
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$1.02M +$36.3K +793 +4%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$976K -$11.2K -245 -1%
SFG
32
StrategIQ Financial Group
Indiana
$885K +$779 +17 +0.1%
ACM
33
AlphaStar Capital Management
North Carolina
$851K +$851K +18,592 New
RIA
34
Regal Investment Advisors
Michigan
$846K -$22.5K -492 -3%
MML Investors Services
35
MML Investors Services
Massachusetts
$846K +$4.99K +109 +0.6%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$829K +$134K +2,927 +19%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$793K +$793K +17,322 New
FAAS
38
First Allied Advisory Services
California
$718K -$5.24K -114 -0.7%
LFAS
39
Level Four Advisory Services
Texas
$713K +$17.6K +385 +3%
TRCT
40
Tower Research Capital (TRC)
New York
$681K +$681K +14,877 New
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$664K -$79.7K -1,739 -11%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$646K +$307K +6,707 +91%
CBFP
43
Cedar Brook Financial Partners
Ohio
$541K +$8.43K +184 +2%
FIA
44
Foundations Investment Advisors
Arizona
$495K +$495K +10,815 New
HighTower Advisors
45
HighTower Advisors
Illinois
$475K -$19.8K -432 -4%
WSTAM
46
Wilbanks Smith & Thomas Asset Management
Virginia
$455K +$455K +9,928 New
SWP
47
Stratos Wealth Partners
Ohio
$440K -$71.8K -1,568 -14%
AIC
48
Ameritas Investment Company
Nebraska
$408K -$657K -14,378 -62%
SAM
49
SignalPoint Asset Management
Missouri
$397K -$13.2K -288 -3%
HCIA
50
Hochman Cole Investment Advisors
Illinois
$383K +$15.2K +332 +4%
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