FXG icon

First Trust Consumer Staples AlphaDEX Fund

95 hedge funds and large institutions have $147M invested in First Trust Consumer Staples AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-3
Holders Change %
-3.06%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
42
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SG Americas Securities
51
SG Americas Securities
New York
$279K -$390K -8,000 -58%
RJT
52
Raymond James Trust
Florida
$248K -$16.3K -335 -6%
PFS
53
Prospera Financial Services
Texas
$246K +$4.34K +89 +2%
CIAS
54
Capital Investment Advisory Services
North Carolina
$224K -$3.07K -63 -1%
US Bancorp
55
US Bancorp
Minnesota
$211K +$90.5K +1,856 +75%
SI
56
SII Investments
Wisconsin
$202K -$913K -18,967 -82%
CFA
57
Carroll Financial Associates
North Carolina
$192K -$55.4K -1,140 -22%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$153K -$6.81K -140 -4%
RFM
59
Royal Fund Management
Florida
$119K
CAC
60
Certified Advisory Corp
Florida
$95K +$95K +1,960 New
VFA
61
Valeo Financial Advisors
Indiana
$87K
JCM
62
Jacobi Capital Management
Pennsylvania
$63K -$14.2K -289 -18%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$63K
W
64
WealthShield
North Carolina
$57K +$57K +1,180 New
WP
65
WealthShield Partners
North Carolina
$57K +$57K +1,180 New
RFWA
66
RPg Family Wealth Advisory
Massachusetts
$52K -$10.5K -216 -17%
AIM
67
Advantage Investment Management
Iowa
$39K
BCP
68
Blackhawk Capital Partners
Wisconsin
$39K +$39K +805 New
SEI Investments
69
SEI Investments
Pennsylvania
$32K +$32K +656 New
SPIA
70
Steward Partners Investment Advisory
New York
$32K +$32K +670 New
MWM
71
MinichMacGregor Wealth Management
New York
$31K
MOS
72
MGO One Seven
Ohio
$31K +$31K +630 New
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$30K
HNB
74
Huntington National Bank
Ohio
$26K -$25K
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$24K