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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

92 hedge funds and large institutions have $160M invested in First Trust Consumer Staples AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
20
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.26M
2
WP
WealthSource Partners
California
+$2.75M
3
AG
Advisor Group
Arizona
+$2.52M
4
TRCT
Tower Research Capital (TRC)
New York
+$1.79M
5
BCM
Breiter Capital Management
Florida
+$1.14M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.18M
2
Bank of America
Bank of America
North Carolina
-$4.21M
3
RJA
Raymond James & Associates
Florida
-$4.12M
4
LPL Financial
LPL Financial
California
-$3.58M
5
Wells Fargo
Wells Fargo
California
-$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
51
Financial Advocates Investment Management
Washington
$212K -$42.7K -912 -17%
DAS
52
Dynamic Advisor Solutions
Arizona
$210K +$94 +2 +0%
CIAS
53
Capital Investment Advisory Services
North Carolina
$205K -$4.28K -91 -2%
CAC
54
Certified Advisory Corp
Florida
$131K +$34.1K +730 +35%
CFA
55
Carroll Financial Associates
North Carolina
$104K -$21.9K -470 -17%
VFA
56
Valeo Financial Advisors
Indiana
$83K – – –
US Bancorp
57
US Bancorp
Minnesota
$79K -$25.7K -546 -25%
SPIA
58
Steward Partners Investment Advisory
New York
$60K – – –
JCM
59
Jacobi Capital Management
Pennsylvania
$50K -$10.7K -226 -18%
QCIG
60
Quad-Cities Investment Group
Iowa
$49K – – –
AIM
61
Advantage Investment Management
Iowa
$38K – – –
MWPCG
62
Measured Wealth Private Client Group
New Hampshire
$38K +$38K +800 New
NWM
63
Northwest Wealth Management
Iowa
$34K – – –
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$33K – – –
CFGS
65
Concourse Financial Group Securities
Alabama
$29K +$29K +616 New
AA
66
Ancora Advisors
Ohio
$28K +$28K +605 New
HIIFS
67
Harel Insurance Investments & Financial Services
Israel
$26K +$26K +550 New
MWM
68
MinichMacGregor Wealth Management
New York
$25K – – –
HNB
69
Huntington National Bank
Ohio
$25K -$25K – –
GP
70
Girard Partners
Pennsylvania
$25K +$25K +550 New
AssetMark Inc
71
AssetMark Inc
California
$21K – – –
OIA
72
Optimum Investment Advisors
Illinois
$21K – – –
NFG
73
Next Financial Group
Texas
$20K +$20K +424 New
BWA
74
Burt Wealth Advisors
Maryland
$19K – – –
TIM
75
Tortoise Investment Management
New York
$18K – – –
1 2
3
4 5