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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

94 hedge funds and large institutions have $207M invested in First Trust Consumer Staples AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-13
Holders Change %
-12.15%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
37
Reduced
30
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$54.6M
2
FEG
Financial Enhancement Group
Indiana
+$4.24M
3
AA
Advisory Alpha
Michigan
+$2.72M
4
VCM
Virtue Capital Management
Tennessee
+$2.08M
5
Stifel Financial
Stifel Financial
Missouri
+$1.79M

Top Sellers

1
NA
Navellier & Associates
Nevada
-$11.8M
2
Morgan Stanley
Morgan Stanley
New York
-$9.83M
3
FI
FormulaFolio Investments
Michigan
-$4.21M
4
Wells Fargo
Wells Fargo
California
-$3.93M
5
CW
CreativeOne Wealth
Kansas
-$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$365K – – –
AIC
52
Ameritas Investment Company
Nebraska
$363K +$142K +2,929 +64%
TRCT
53
Tower Research Capital (TRC)
New York
$347K +$171K +3,534 +97%
ACM
54
AlphaStar Capital Management
North Carolina
$319K -$167K -3,459 -34%
ONB
55
Old National Bancorp
Indiana
$306K -$10.8K -224 -3%
WIA
56
World Investment Advisors
California
$284K -$14.5K -300 -5%
WSTAM
57
Wilbanks Smith & Thomas Asset Management
Virginia
$265K -$27.6K -571 -9%
PAG
58
Private Advisor Group
New Jersey
$265K -$18K -373 -6%
IA
59
IFP Advisors
Florida
$263K +$263K +5,461 New
SB
60
Suntrust Banks
Georgia
$238K +$15.8K +329 +7%
UCFA
61
United Capital Financial Advisors
Texas
$216K +$48 +1 +0%
OC
62
Oppenheimer & Co
New York
$213K -$25K -517 -11%
GSWM
63
Golden State Wealth Management
California
$145K – – –
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$142K -$4.98K -103 -3%
NFG
65
Next Financial Group
Texas
$134K +$7.23K +150 +6%
SPIA
66
Steward Partners Investment Advisory
New York
$115K +$53.8K +1,115 +88%
VFA
67
Valeo Financial Advisors
Indiana
$86K – – –
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$61K +$61K +1,260 New
GWM
69
Geneos Wealth Management
Colorado
$52K – – –
US Bancorp
70
US Bancorp
Minnesota
$46K +$2.14K +44 +5%
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$33K – – –
GWMIA
72
Global Wealth Management Investment Advisory
Florida
$31K +$30.6K +641 +7,122%
AIM
73
Advantage Investment Management
Iowa
$29K -$9.09K -188 -24%
HNB
74
Huntington National Bank
Ohio
$26K -$25K – –
JCM
75
Jacobi Capital Management
Pennsylvania
$26K +$146 +3 +0.6%
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3
4 5