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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

87 hedge funds and large institutions have $1.05B invested in First Trust Consumer Staples AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+11
Holders Change %
+14.47%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
20
Increased
46
Reduced
16
Closed
8
Calls
$215K
Puts
$920K
Net Calls
-$705K
Net Calls Change
-$705K

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$213M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$64.4M
3
BTS
3
BB&T Securities
Virginia
$94.4M
4
PPA
4
Parametric Portfolio Associates
Washington
$29.5M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$22.8M

Top Sellers

1
SAMT
1
Select Asset Management & Trust
Pennsylvania
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
SB
3
Suntrust Banks
Georgia
$0
4
RJA
4
Raymond James & Associates
Florida
$22.7M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$1.13M +$447K +11,240 +66%
Citigroup
52
Citigroup
New York
$1.05M +$98.1K +2,464 +10%
Deutsche Bank
53
Deutsche Bank
Germany
$1.05M -$1.1M -27,547 -51%
FAAS
54
First Allied Advisory Services
California
$1.01M -$3.49K -88 -0.3%
CWM
55
Concert Wealth Management
California
$964K +$7.08K +191 +0.7%
VFS
56
VSR Financial Services
Kansas
$921K -$929K -23,333 -50%
WA
57
WESPAC Advisors
California
$865K -$228K -5,736 -21%
AP
58
Atwood & Palmer
Missouri
$864K +$192K +4,815 +29%
SFI
59
SPC Financial Inc
Maryland
$826K – – –
DADC
60
D.A. Davidson & Co
Montana
$755K -$327K -8,214 -30%
Goldman Sachs
61
Goldman Sachs
New York
$748K -$232K -5,815 -24%
DAS
62
Dynamic Advisor Solutions
Arizona
$737K +$68.4K +1,718 +10%
FFS
63
Founders Financial Securities
Maryland
$717K +$53.9K +1,353 +8%
HI
64
Horizon Investments
North Carolina
$625K -$46.9K -1,178 -7%
FA
65
FDx Advisors
Illinois
$537K +$537K +13,481 New
DC
66
Davenport & Co
Virginia
$504K -$1.87K -47 -0.4%
NPC
67
National Planning Corporation
California
$494K +$41.4K +1,041 +9%
MC
68
Moors & Cabot
Massachusetts
$413K +$159K +3,986 +62%
VF
69
Virtu Financial
New York
$402K +$402K +10,086 New
Brown Advisory
70
Brown Advisory
Maryland
$400K +$400K +10,058 New
FHC
71
First Heartland Consultants
Missouri
$387K +$21.8K +548 +6%
DWA
72
Dorsey Wright & Associates
California
$323K +$1.79K +45 +0.6%
NFG
73
Next Financial Group
Texas
$228K +$228K +5,983 New
WEC
74
Winslow Evans & Crocker
Massachusetts
$173K +$134K +3,363 +340%
Creative Planning
75
Creative Planning
Kansas
$158K +$56K +1,406 +55%
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