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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

93 hedge funds and large institutions have $131M invested in First Trust Consumer Staples AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
20
Reduced
33
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAS
Winch Advisory Services
Wisconsin
+$4.01M
2
WP
WealthSource Partners
California
+$1.78M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$977K
4
HR
Howe & Rusling
New York
+$919K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$641K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.64M
2
Stifel Financial
Stifel Financial
Missouri
-$4.85M
3
SI
Stephens Inc
Arkansas
-$2.96M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.79M
5
RJA
Raymond James & Associates
Florida
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$191K -$12.1K -288 -6%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$187K -$55.3K -1,307 -23%
CIAS
53
Capital Investment Advisory Services
North Carolina
$184K – – –
CAC
54
Certified Advisory Corp
Florida
$119K +$1.26K +30 +1%
CFA
55
Carroll Financial Associates
North Carolina
$96K – – –
NFG
56
Next Financial Group
Texas
$95K +$77.2K +1,835 +433%
VFA
57
Valeo Financial Advisors
Indiana
$75K – – –
GWM
58
Geneos Wealth Management
Colorado
$45K +$30.5K +736 +210%
CFGS
59
Concourse Financial Group Securities
Alabama
$44K +$18.1K +430 +70%
US Bancorp
60
US Bancorp
Minnesota
$38K -$32.7K -775 -46%
AIM
61
Advantage Investment Management
Iowa
$34K – – –
WCM
62
WealthBridge Capital Management
Ohio
$34K +$34K +797 New
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$29K – – –
BAM
64
Bruderman Asset Management
New York
$25K +$25K +587 New
BOPW
65
Brandywine Oak Private Wealth
Pennsylvania
$25K +$25K +603 New
HNB
66
Huntington National Bank
Ohio
$23K -$25K – –
HIIFS
67
Harel Insurance Investments & Financial Services
Israel
$23K – – –
JCM
68
Jacobi Capital Management
Pennsylvania
$22K -$22.3K -532 -50%
AssetMark Inc
69
AssetMark Inc
California
$19K – – –
OIA
70
Optimum Investment Advisors
Illinois
$19K – – –
TIM
71
Tortoise Investment Management
New York
$17K – – –
BWA
72
Burt Wealth Advisors
Maryland
$17K – – –
WP
73
WealthShield Partners
North Carolina
$14K – – –
S
74
SignatureFD
Georgia
$12K – – –
MOS
75
MGO One Seven
Ohio
$11K +$11K +274 New
1 2
3
4 5