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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

103 hedge funds and large institutions have $152M invested in First Trust Consumer Staples AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+10
Holders Change %
+10.75%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
26
Increased
24
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.52M
2
FI
FormulaFolio Investments
Michigan
+$3.98M
3
SAM
Shamrock Asset Management
Texas
+$3.4M
4
AWM
AE Wealth Management
Kansas
+$2.49M
5
SS
Simplicity Solutions
Minnesota
+$2.29M

Top Sellers

1
WAS
Winch Advisory Services
Wisconsin
-$4.3M
2
WP
WealthSource Partners
California
-$4.25M
3
Wells Fargo
Wells Fargo
California
-$2.28M
4
Morgan Stanley
Morgan Stanley
New York
-$1.71M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$343K – – –
ONB
52
Old National Bancorp
Indiana
$336K -$44.6K -973 -12%
KWM
53
Kingsview Wealth Management
Oregon
$314K -$19K -416 -6%
WIA
54
World Investment Advisors
California
$308K – – –
PAG
55
Private Advisor Group
New Jersey
$291K +$28.4K +620 +11%
PFS
56
Prospera Financial Services
Texas
$257K +$257K +5,599 New
GIA
57
Gladstone Institutional Advisory
Florida
$249K +$869 +19 +0.4%
DLHL
58
Donald L. Hagan LLC
Florida
$240K -$110K -2,409 -31%
OC
59
Oppenheimer & Co
New York
$234K -$83.1K -1,813 -26%
SB
60
Suntrust Banks
Georgia
$222K +$432 +9 +0.2%
LNC
61
Lincoln National Corp
Pennsylvania
$219K -$5.28K -115 -2%
UCFA
62
United Capital Financial Advisors
Texas
$204K +$204K +4,459 New
IA
63
IFP Advisors
Florida
$199K -$9.09K -199 -4%
FGAM
64
Financial Gravity Asset Management
Texas
$161K +$161K +3,514 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$149K -$53.8K -1,172 -27%
GSWM
66
Golden State Wealth Management
California
$137K +$137K +3,000 New
RCAG
67
Rehmann Capital Advisory Group
Michigan
$132K +$132K +2,885 New
CAC
68
Certified Advisory Corp
Florida
$130K +$412 +9 +0.3%
VFA
69
Valeo Financial Advisors
Indiana
$82K – – –
CFA
70
Carroll Financial Associates
North Carolina
$65K -$35.7K -790 -35%
WAS
71
Winch Advisory Services
Wisconsin
$53K -$4.3M -93,846 -99%
GWM
72
Geneos Wealth Management
Colorado
$49K – – –
CA
73
Cetera Advisors
Colorado
$49K +$49K +1,055 New
CFGS
74
Concourse Financial Group Securities
Alabama
$47K +$45 +1 +0.1%
US Bancorp
75
US Bancorp
Minnesota
$41K – – –
1 2
3
4 5