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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

94 hedge funds and large institutions have $207M invested in First Trust Consumer Staples AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-13
Holders Change %
-12.15%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
37
Reduced
30
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$54.6M
2
FEG
Financial Enhancement Group
Indiana
+$4.24M
3
AA
Advisory Alpha
Michigan
+$2.72M
4
VCM
Virtue Capital Management
Tennessee
+$2.08M
5
Stifel Financial
Stifel Financial
Missouri
+$1.79M

Top Sellers

1
NA
Navellier & Associates
Nevada
-$11.8M
2
Morgan Stanley
Morgan Stanley
New York
-$9.83M
3
FI
FormulaFolio Investments
Michigan
-$4.21M
4
Wells Fargo
Wells Fargo
California
-$3.93M
5
CW
CreativeOne Wealth
Kansas
-$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$22K -$49 -1 -0.2%
AssetMark Inc
77
AssetMark Inc
California
$22K – – –
OIA
78
Optimum Investment Advisors
Illinois
$22K – – –
CFA
79
Carroll Financial Associates
North Carolina
$21K -$47.8K -1,000 -69%
BWA
80
Burt Wealth Advisors
Maryland
$20K – – –
SFS
81
Sowell Financial Services
Arkansas
$18K +$18K +377 New
APA
82
American Portfolios Advisors
New York
$15.3K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
S
84
SignatureFD
Georgia
$13K – – –
FANJ
85
Financial Architects (New Jersey)
New Jersey
$12K – – –
MA
86
MCF Advisors
Kentucky
$12K – – –
WAS
87
Winch Advisory Services
Wisconsin
$10K +$51 +1 +0.5%
TIM
88
Tortoise Investment Management
New York
$9K – – –
LC
89
Lindbrook Capital
California
$9K +$1.7K +35 +23%
BRC
90
Bell Rock Capital
Delaware
$7K – – –
WEC
91
Winslow Evans & Crocker
Massachusetts
$6K – – –
CFGS
92
Concourse Financial Group Securities
Alabama
$3K -$43.7K -947 -94%
PFBT
93
Parkside Financial Bank & Trust
Missouri
$3K – – –
LFG
94
LifePlan Financial Group
Ohio
$3K – – –
RFM
95
Royal Fund Management
Florida
$3K +$3K +69 New
NA
96
Navellier & Associates
Nevada
– -$11.8M -258,472 Closed
FI
97
FormulaFolio Investments
Michigan
– -$4.21M -92,204 Closed
CW
98
CreativeOne Wealth
Kansas
– -$1.75M -38,254 Closed
Baird Financial Group
99
Baird Financial Group
Wisconsin
– -$801K -17,543 Closed
DLHL
100
Donald L. Hagan LLC
Florida
– -$602K -13,188 Closed
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4
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