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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

93 hedge funds and large institutions have $131M invested in First Trust Consumer Staples AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
20
Reduced
33
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAS
Winch Advisory Services
Wisconsin
+$4.01M
2
WP
WealthSource Partners
California
+$1.78M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$977K
4
HR
Howe & Rusling
New York
+$919K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$641K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.64M
2
Stifel Financial
Stifel Financial
Missouri
-$4.85M
3
SI
Stephens Inc
Arkansas
-$2.96M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.79M
5
RJA
Raymond James & Associates
Florida
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
MCF Advisors
Kentucky
$10K – – –
TFA
77
Transamerica Financial Advisors
Florida
$9K -$2.03K -44 -18%
RCG
78
Ruggie Capital Group
Florida
$9K +$9K +209 New
Deutsche Bank
79
Deutsche Bank
Germany
$8K – – –
WIM
80
Westside Investment Management
California
$6.41K – – –
WEC
81
Winslow Evans & Crocker
Massachusetts
$6K – – –
GRP
82
Global Retirement Partners
California
$6K – – –
BRC
83
Bell Rock Capital
Delaware
$6K +$38 +1 +0.6%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
PCG
85
Private Capital Group
Connecticut
$4K – – –
LC
86
Lindbrook Capital
California
$4K +$4K +105 New
LFG
87
LifePlan Financial Group
Ohio
$3K -$387 -8 -11%
PFBT
88
Parkside Financial Bank & Trust
Missouri
$3K – – –
CA
89
Claro Advisors
Massachusetts
$2K +$2K +48 New
SFA
90
Semmax Financial Advisors
North Carolina
$1K +$1K +12 New
Parallax Volatility Advisers
91
Parallax Volatility Advisers
California
$1K +$971 +33 +3,300%
NA
92
NewEdge Advisors
Louisiana
$200 +$200 +4,749 New
SI
93
Stephens Inc
Arkansas
– -$2.96M -62,992 Closed
TRCT
94
Tower Research Capital (TRC)
New York
– -$1.79M -38,111 Closed
BCM
95
Breiter Capital Management
Florida
– -$1.14M -24,196 Closed
ACI
96
Alpha Cubed Investments
California
– -$447K -9,494 Closed
Jane Street
97
Jane Street
New York
– -$315K -6,720 Closed
UCFA
98
United Capital Financial Advisors
Texas
– -$227K -4,842 Closed
FAIM
99
Financial Advocates Investment Management
Washington
– -$212K -4,524 Closed
DAS
100
Dynamic Advisor Solutions
Arizona
– -$210K -4,479 Closed
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4
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