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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

109 hedge funds and large institutions have $1.65B invested in First Trust Consumer Staples AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+23
Holders Change %
+26.74%
% of All Funds
2.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
29
Increased
51
Reduced
23
Closed
5
Calls
$558K
Puts
$455K
Net Calls
+$103K
Net Calls Change
+$181K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$241M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$352M
3
Wells Fargo
3
Wells Fargo
California
$207M
4
Morgan Stanley
4
Morgan Stanley
New York
$217M
5
Bank of America
5
Bank of America
North Carolina
$74.2M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$81.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.07M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$30.2M
4
NES
4
New England Securities
New York
$780K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
Navellier & Associates
Nevada
$1.77M +$1.77M +41,650 New
OC
52
Oppenheimer & Co
New York
$1.74M +$470K +11,041 +37%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$1.39M +$374K +8,793 +37%
SS
54
Simplicity Solutions
Minnesota
$1.35M +$1.35M +31,730 New
BRWM
55
B. Riley Wealth Management
Tennessee
$1.32M +$151K +3,558 +13%
Millennium Management
56
Millennium Management
New York
$1.28M +$1.28M +29,993 New
AP
57
Atwood & Palmer
Missouri
$1.25M +$253K +5,930 +25%
SFI
58
SPC Financial Inc
Maryland
$1.22M +$346K +8,135 +40%
Deutsche Bank
59
Deutsche Bank
Germany
$1.22M +$94.2K +2,214 +8%
SI
60
Stephens Inc
Arkansas
$1.22M -$247K -5,808 -17%
FFS
61
Founders Financial Securities
Maryland
$1.18M +$147K +3,456 +14%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.15M -$691K -16,229 -38%
PAG
63
Private Advisor Group
New Jersey
$1.13M +$694K +16,307 +158%
FHC
64
First Heartland Consultants
Missouri
$1.11M +$225K +5,280 +25%
DADC
65
D.A. Davidson & Co
Montana
$1.04M +$173K +4,075 +20%
FAAS
66
First Allied Advisory Services
California
$957K -$186K -4,373 -16%
ACM
67
Aviance Capital Management
Florida
$876K +$876K +20,569 New
DAS
68
Dynamic Advisor Solutions
Arizona
$872K +$25.6K +601 +3%
VKH
69
Virtu KCG Holdings
New York
$860K +$594K +13,952 +223%
NES
70
New England Securities
New York
$780K -$1.79M -42,041 -70%
TFA
71
Transamerica Financial Advisors
Florida
$775K +$775K +18,203 New
Citadel Advisors
72
Citadel Advisors
Florida
$758K +$758K +17,797 New
SHA
73
Smith Hayes Advisers
Nebraska
$730K -$12.3K -289 -2%
CAM
74
Concorde Asset Management
Michigan
$666K +$666K +15,619 New
ICAS
75
Investors Capital Advisory Services
Massachusetts
$647K +$647K +15,221 New
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3
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