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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

130 hedge funds and large institutions have $1.67B invested in First Trust Consumer Staples AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+21
Holders Change %
+19.27%
% of All Funds
3.47%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.29%
New
37
Increased
54
Reduced
31
Closed
14
Calls
–
Puts
$237K
Net Calls
-$237K
Net Calls Change
-$340K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$224M
2
Morgan Stanley
Morgan Stanley
New York
+$39.5M
3
HA
Hays Advisory
Tennessee
+$23.2M
4
SAM
Shamrock Asset Management
Texas
+$23.1M
5
ACM
Aviance Capital Management
Florida
+$16.7M

Top Sellers

1
FSIM
F-Squared Investment Management
Massachusetts
-$352M
2
BTS
BB&T Securities
Virginia
-$48.9M
3
PPA
Parametric Portfolio Associates
Washington
-$43.6M
4
Citigroup
Citigroup
New York
-$8.37M
5
VF
Virtu Financial
New York
-$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAM
76
Visionary Asset Management
Texas
$755K +$755K +16,919 New
SHA
77
Smith Hayes Advisers
Nebraska
$722K -$42.5K -952 -6%
ICAS
78
Investors Capital Advisory Services
Massachusetts
$711K +$32.1K +719 +5%
HI
79
Horizon Investments
North Carolina
$697K +$51K +1,142 +8%
NPC
80
National Planning Corporation
California
$653K -$1.23M -28,035 -65%
MC
81
Moors & Cabot
Massachusetts
$652K +$20.9K +471 +3%
BRWA
82
B. Riley Wealth Advisors
Florida
$640K +$203K +4,544 +46%
PAG
83
Private Advisor Group
New Jersey
$620K -$568K -12,735 -48%
ACM
84
Argentus Capital Management
Texas
$602K +$602K +13,486 New
SG Americas Securities
85
SG Americas Securities
New York
$595K -$2.78M -62,243 -82%
DC
86
Davenport & Co
Virginia
$587K +$21.6K +485 +4%
KA
87
Kovack Advisors
Florida
$476K +$74.2K +1,661 +18%
WP
88
WealthPLAN Partners
Nebraska
$433K +$433K +9,695 New
V
89
Veritable
Delaware
$415K – – –
GA
90
Gateway Advisory
New Jersey
$408K +$408K +9,146 New
Brown Advisory
91
Brown Advisory
Maryland
$396K – – –
FIM
92
Freedom Investment Management
Connecticut
$377K +$377K +8,455 New
SS
93
Simplicity Solutions
Minnesota
$373K -$1.04M -23,362 -74%
CAM
94
Concorde Asset Management
Michigan
$323K -$375K -8,387 -54%
CAN
95
Cetera Advisor Networks
California
$307K +$38.9K +880 +15%
WEC
96
Winslow Evans & Crocker
Massachusetts
$305K +$15.9K +356 +5%
AP
97
Advisors Preferred
Maryland
$292K +$292K +6,549 New
WA
98
WFG Advisors
Texas
$284K +$43.5K +973 +18%
SWP
99
Stratos Wealth Partners
Ohio
$269K +$269K +6,061 New
M&T Bank
100
M&T Bank
New York
$261K -$41.1K -919 -14%
2 3
4
5 6