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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

87 hedge funds and large institutions have $165M invested in First Trust Consumer Staples AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$33.9M
2
UBS Group
UBS Group
Switzerland
$11.1M
3
Wells Fargo
Wells Fargo
California
$24.3M
4
Stifel Financial
Stifel Financial
Missouri
$8.32M
5
SPL
Smart Portfolios LLC
Washington
$4.8M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$1.8M
2
SWM
Segment Wealth Management
Texas
$0
3
Goldman Sachs
Goldman Sachs
New York
$0
4
Ameriprise
Ameriprise
Minnesota
$3.17M
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
51
Carroll Financial Associates
North Carolina
$127K – – –
RFM
52
Royal Fund Management
Florida
$115K – – –
US Bancorp
53
US Bancorp
Minnesota
$105K -$83.6K -1,770 -44%
CAC
54
Certified Advisory Corp
Florida
$98K +$142 +3 +0.1%
VFA
55
Valeo Financial Advisors
Indiana
$84K – – –
JCM
56
Jacobi Capital Management
Pennsylvania
$61K +$190 +4 +0.3%
SPIA
57
Steward Partners Investment Advisory
New York
$60K +$28.3K +600 +90%
QCIG
58
Quad-Cities Investment Group
Iowa
$49K +$49K +1,025 New
BCP
59
Blackhawk Capital Partners
Wisconsin
$38K – – –
AIM
60
Advantage Investment Management
Iowa
$38K +$47 +1 +0.1%
NWM
61
Northwest Wealth Management
Iowa
$35K -$17.5K -368 -33%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$33K +$17.6K +370 +114%
HNB
63
Huntington National Bank
Ohio
$25K -$25K – –
MWM
64
MinichMacGregor Wealth Management
New York
$25K – – –
SEI Investments
65
SEI Investments
Pennsylvania
$23K -$8.11K -171 -26%
AssetMark Inc
66
AssetMark Inc
California
$21K – – –
OIA
67
Optimum Investment Advisors
Illinois
$21K – – –
TIM
68
Tortoise Investment Management
New York
$19K – – –
BWA
69
Burt Wealth Advisors
Maryland
$19K – – –
PFP
70
Pinnacle Financial Partners
Tennessee
$17K – – –
WWM
71
Wagner Wealth Management
South Carolina
$16K – – –
GWM
72
Geneos Wealth Management
Colorado
$16K – – –
WP
73
WealthShield Partners
North Carolina
$15K – – –
S
74
SignatureFD
Georgia
$13K – – –
TFA
75
Transamerica Financial Advisors
Florida
$12K -$1.9K -37 -14%
1 2
3
4 5