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First Trust Consumer Staples AlphaDEX Fund

64 hedge funds and large institutions have $420M invested in First Trust Consumer Staples AlphaDEX Fund in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-8
Holders Change %
-11.11%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
5
Increased
32
Reduced
19
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PI
51
Placemark Investments
Illinois
$396K -$3.51M -106,501 -90%
SI
52
SII Investments
Wisconsin
$361K -$13.9K -425 -4%
RIA
53
Regal Investment Advisors
Michigan
$284K -$23K -699 -7%
SHA
54
Smith Hayes Advisers
Nebraska
$274K +$274K +8,319 New
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$260K -$61.6K -1,875 -19%
Creative Planning
56
Creative Planning
Kansas
$53K -$6.64K -200 -11%
HI
57
Hudock Inc
Pennsylvania
$25K
PSUF
58
People's United Financial
Connecticut
$20K
AWMS
59
Advocacy Wealth Management Services
Georgia
$19K
PTC
60
Private Trust Company
Ohio
$19K
SHWM
61
Smith & Howard Wealth Management
Georgia
$18K -$1K -30 -5%
TIM
62
Tortoise Investment Management
New York
$13K
SMA
63
Simply Money Advisors
Ohio
$7K
FFC
64
First Financial Corp
Indiana
$7K
Fidelity Investments
65
Fidelity Investments
Massachusetts
-$13.6M -439,700 Closed
PPA
66
Parametric Portfolio Associates
Washington
-$12.6M -408,073 Closed
BFA
67
Beaumont Financial Advisors
Massachusetts
-$6.02M -195,119 Closed
NA
68
Navellier & Associates
Nevada
-$3.69M -119,417 Closed
Rafferty Asset Management
69
Rafferty Asset Management
New York
-$2.27M -73,372 Closed
FA
70
FDx Advisors
Illinois
-$2.07M -67,123 Closed
MFS
71
MSI Financial Services
Massachusetts
-$1.13M -36,560 Closed
BRWA
72
B. Riley Wealth Advisors
Florida
-$257K -8,326 Closed
KIG
73
Kessler Investment Group
Indiana
-$129K -4,183 Closed
FHC
74
First Heartland Consultants
Missouri
-$19K -630 Closed
US Bancorp
75
US Bancorp
Minnesota
-$15K -473 Closed