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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

148 hedge funds and large institutions have $1.88B invested in First Trust Consumer Staples AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+14
Holders Change %
+10.45%
% of All Funds
3.96%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
26
Increased
51
Reduced
55
Closed
9
Calls
$1K
Puts
$266K
Net Calls
-$265K
Net Calls Change
-$722K

Top Buyers

1
HA
1
Hays Advisory
Tennessee
$27.4M
2
UCFA
2
United Capital Financial Advisors
Texas
$33.5M
3
SAM
3
Shamrock Asset Management
Texas
$14.7M
4
SB
4
Suntrust Banks
Georgia
$6.22M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$43.2M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$678M
2
LPL Financial
2
LPL Financial
California
$37.3M
3
Wells Fargo
3
Wells Fargo
California
$182M
4
CI
4
Cavalier Investments
Georgia
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$252M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
51
LifePlan Financial Group
Ohio
$2.56M -$162K -3,357 -6%
WA
52
WESPAC Advisors
California
$2.53M +$237K +4,904 +10%
FFS
53
Founders Financial Securities
Maryland
$2.51M +$174K +3,595 +7%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$2.47M +$784K +16,201 +46%
VFS
55
VSR Financial Services
Kansas
$2.41M -$411K -8,491 -15%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$2.19M +$678K +14,008 +45%
MAS
57
Madden Advisory Services
Florida
$2.08M +$30.8K +637 +2%
JWM
58
Jackson Wealth Management
Florida
$2.04M -$104K -2,141 -5%
DADC
59
D.A. Davidson & Co
Montana
$2.03M +$65.4K +1,353 +3%
ONB
60
Old National Bancorp
Indiana
$1.74M -$157K -3,245 -8%
SFG
61
StrategIQ Financial Group
Indiana
$1.67M +$1.67M +34,564 New
AP
62
Atwood & Palmer
Missouri
$1.63M -$3.63K -75 -0.2%
OC
63
Oppenheimer & Co
New York
$1.63M -$447K -9,244 -22%
DC
64
Davenport & Co
Virginia
$1.56M -$4.4K -91 -0.3%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$1.55M -$29.3K -605 -2%
NA
66
NewEdge Advisors
Louisiana
$1.43M +$267K +5,547 +23%
FAAS
67
First Allied Advisory Services
California
$1.41M -$300K -6,169 -18%
PFS
68
Prospera Financial Services
Texas
$1.4M +$409K +8,450 +41%
VKH
69
Virtu KCG Holdings
New York
$1.24M +$1.24M +25,540 New
SFI
70
SPC Financial Inc
Maryland
$1.13M -$424K -8,775 -27%
HH
71
Hilltop Holdings
Texas
$1.13M – – –
IA
72
IFP Advisors
Florida
$1.11M +$896K +18,534 +425%
MWM
73
MinichMacGregor Wealth Management
New York
$1.09M +$29.9K +618 +3%
WAS
74
WESPAC Advisors SoCal
California
$991K -$15K -310 -1%
LNC
75
Lincoln National Corp
Pennsylvania
$981K +$302K +6,236 +44%
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3
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