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First Trust Consumer Staples AlphaDEX Fund

110 hedge funds and large institutions have $276M invested in First Trust Consumer Staples AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-9
Holders Change %
-7.56%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
60
Closed
14
Calls
$302K
Puts
Net Calls
+$302K
Net Calls Change
+$302K
Name Holding Trade Value Shares
Change
Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$159K +$159K +3,525 New
US Bancorp
77
US Bancorp
Minnesota
$116K -$6.96K -151 -6%
WEC
78
Winslow Evans & Crocker
Massachusetts
$115K -$74.4K -1,616 -39%
RFM
79
Royal Fund Management
Florida
$112K
JCM
80
Jacobi Capital Management
Pennsylvania
$74K +$74K +1,629 New
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$59K
Creative Planning
82
Creative Planning
Kansas
$55K -$1.6K -35 -3%
RFWA
83
RPg Family Wealth Advisory
Massachusetts
$49.5K -$445K -9,672 -90%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48K -$4.15K -90 -8%
AIM
85
Advantage Investment Management
Iowa
$45K -$2.9M -62,878 -98%
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$35K
VWA
87
V Wealth Advisors
Kansas
$34K +$34K +749 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$30K -$17.2K -376 -36%
GWM
89
Geneos Wealth Management
Colorado
$29K -$223 -5 -0.8%
MWM
90
MinichMacGregor Wealth Management
New York
$29K
MLFP
91
MPS Loria Financial Planners
Illinois
$29K +$29K +613 New
HNB
92
Huntington National Bank
Ohio
$25K
AssetMark Inc
93
AssetMark Inc
California
$21K
TFA
94
Transamerica Financial Advisors
Florida
$20K -$6.48K -140 -24%
FANJ
95
Financial Architects (New Jersey)
New Jersey
$18K -$1.72K -37 -9%
TIM
96
Tortoise Investment Management
New York
$18K
BWA
97
Burt Wealth Advisors
Maryland
$18K
PFBT
98
Parkside Financial Bank & Trust
Missouri
$15K +$15K +323 New
MA
99
MCF Advisors
Kentucky
$11K
FCMT
100
Founders Capital Management (Texas)
Texas
$9K