FXG icon

First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

109 hedge funds and large institutions have $1.65B invested in First Trust Consumer Staples AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+23
Holders Change %
+26.74%
% of All Funds
2.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
29
Increased
51
Reduced
23
Closed
5
Calls
$558K
Puts
$455K
Net Calls
+$103K
Net Calls Change
+$181K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$241M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$352M
3
Wells Fargo
3
Wells Fargo
California
$207M
4
Morgan Stanley
4
Morgan Stanley
New York
$217M
5
Bank of America
5
Bank of America
North Carolina
$74.2M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$81.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.07M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$30.2M
4
NES
4
New England Securities
New York
$780K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
76
Horizon Investments
North Carolina
$616K -$49.5K -1,164 -7%
MC
77
Moors & Cabot
Massachusetts
$605K +$159K +3,732 +36%
FA
78
FDx Advisors
Illinois
$544K +$156K +3,661 +40%
DC
79
Davenport & Co
Virginia
$539K – – –
WSTAM
80
Wilbanks Smith & Thomas Asset Management
Virginia
$534K +$534K +12,550 New
WI
81
WBI Investments
New Jersey
$477K -$11.2K -262 -2%
DWA
82
Dorsey Wright & Associates
California
$398K -$49K -862 -11%
V
83
Veritable
Delaware
$396K +$396K +9,298 New
KA
84
Kovack Advisors
Florida
$383K +$383K +8,993 New
Brown Advisory
85
Brown Advisory
Maryland
$377K -$50.7K -1,193 -12%
MAS
86
Madden Advisory Services
Florida
$354K +$24.1K +566 +7%
M&T Bank
87
M&T Bank
New York
$288K +$14.4K +338 +5%
WEC
88
Winslow Evans & Crocker
Massachusetts
$276K -$12.6K -296 -4%
CAN
89
Cetera Advisor Networks
California
$257K +$257K +6,057 New
WA
90
WFG Advisors
Texas
$229K +$214K +5,034 +1,434%
US Bancorp
91
US Bancorp
Minnesota
$195K +$50.9K +1,198 +35%
HI
92
Hudock Inc
Pennsylvania
$176K -$322K -7,563 -65%
SAM
93
Shamrock Asset Management
Texas
$176K +$176K +4,130 New
Creative Planning
94
Creative Planning
Kansas
$109K – – –
ASN
95
Advisory Services Network
Georgia
$109K +$109K +2,523 New
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$83K – – –
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$79K +$79K +1,845 New
NFG
98
Next Financial Group
Texas
$53K -$195K -4,588 -79%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$23K +$23K +550 New
TIM
100
Tortoise Investment Management
New York
$17K – – –
1 2 3
4
5