FXG icon

First Trust Consumer Staples AlphaDEX Fund

93 hedge funds and large institutions have $125M invested in First Trust Consumer Staples AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
16
Reduced
40
Closed
15
Calls
$272K
Puts
Net Calls
+$272K
Net Calls Change
+$272K
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
51
Raymond James Trust
Florida
$232K -$7.66K -163 -3%
DAS
52
Dynamic Advisor Solutions
Arizona
$215K -$92.2K -1,965 -30%
PFS
53
Prospera Financial Services
Texas
$215K -$22.4K -476 -9%
US Bancorp
54
US Bancorp
Minnesota
$187K -$15.8K -337 -8%
CFA
55
Carroll Financial Associates
North Carolina
$126K -$58.4K -1,250 -32%
RFM
56
Royal Fund Management
Florida
$114K
CAC
57
Certified Advisory Corp
Florida
$97K +$5.07K +108 +6%
VFA
58
Valeo Financial Advisors
Indiana
$84K
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$61K
JCM
60
Jacobi Capital Management
Pennsylvania
$59K +$92 +2 +0.2%
NWM
61
Northwest Wealth Management
Iowa
$52K +$52K +1,103 New
RFWA
62
RPg Family Wealth Advisory
Massachusetts
$42.8K -$7.32K -156 -15%
BCP
63
Blackhawk Capital Partners
Wisconsin
$38K
AIM
64
Advantage Investment Management
Iowa
$38K
CCA
65
Clearwater Capital Advisors
Illinois
$35K +$35K +742 New
SEI Investments
66
SEI Investments
Pennsylvania
$31K
SPIA
67
Steward Partners Investment Advisory
New York
$31K
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$29K
MWM
69
MinichMacGregor Wealth Management
New York
$26K -$4.31K -92 -14%
HNB
70
Huntington National Bank
Ohio
$25K -$26K
AssetMark Inc
71
AssetMark Inc
California
$21K
OIA
72
Optimum Investment Advisors
Illinois
$21K +$21K +450 New
MOS
73
MGO One Seven
Ohio
$19K -$11K -231 -37%
BWA
74
Burt Wealth Advisors
Maryland
$19K
TIM
75
Tortoise Investment Management
New York
$18K