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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

92 hedge funds and large institutions have $160M invested in First Trust Consumer Staples AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
20
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.26M
2
WP
WealthSource Partners
California
+$2.75M
3
AG
Advisor Group
Arizona
+$2.52M
4
TRCT
Tower Research Capital (TRC)
New York
+$1.79M
5
BCM
Breiter Capital Management
Florida
+$1.14M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.18M
2
Bank of America
Bank of America
North Carolina
-$4.21M
3
RJA
Raymond James & Associates
Florida
-$4.12M
4
LPL Financial
LPL Financial
California
-$3.58M
5
Wells Fargo
Wells Fargo
California
-$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
76
Pinnacle Financial Partners
Tennessee
$17K – – –
WWM
77
Wagner Wealth Management
South Carolina
$16K – – –
GWM
78
Geneos Wealth Management
Colorado
$16K – – –
WP
79
WealthShield Partners
North Carolina
$15K – – –
S
80
SignatureFD
Georgia
$13K – – –
TFA
81
Transamerica Financial Advisors
Florida
$12K +$251 +5 +2%
MA
82
MCF Advisors
Kentucky
$11K – – –
Deutsche Bank
83
Deutsche Bank
Germany
$9K – – –
WIM
84
Westside Investment Management
California
$7.09K – – –
GRP
85
Global Retirement Partners
California
$7K – – –
ASN
86
Advisory Services Network
Georgia
$7K – – –
BRC
87
Bell Rock Capital
Delaware
$7K +$44 +1 +0.6%
WEC
88
Winslow Evans & Crocker
Massachusetts
$6K – – –
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +125 New
PCG
90
Private Capital Group
Connecticut
$4K +$4K +104 New
PFBT
91
Parkside Financial Bank & Trust
Missouri
$3K – – –
LFG
92
LifePlan Financial Group
Ohio
$3K – – –
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
– -$5.18M -110,012 Closed
Baird Financial Group
94
Baird Financial Group
Wisconsin
– -$1.05M -22,230 Closed
NA
95
NewEdge Advisors
Louisiana
– -$342 -7,324 Closed
HFS
96
HL Financial Services
Kentucky
– -$249K -5,290 Closed
CF
97
Centaurus Financial
California
– -$184K -3,896 Closed
RFM
98
Royal Fund Management
Florida
– -$115K -2,450 Closed
BCP
99
Blackhawk Capital Partners
Wisconsin
– -$38K -805 Closed
SEI Investments
100
SEI Investments
Pennsylvania
– -$23K -485 Closed
1 2 3
4
5