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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

124 hedge funds and large institutions have $1.76B invested in First Trust Consumer Staples AlphaDEX Fund in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 64 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-6
Holders Change %
-4.62%
% of All Funds
3.34%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
13
Increased
64
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$656M
2
Morgan Stanley
2
Morgan Stanley
New York
$276M
3
Bank of America
3
Bank of America
North Carolina
$86.3M
4
TFA
4
Transamerica Financial Advisors
Florida
$15.6M
5
Stifel Financial
5
Stifel Financial
Missouri
$19.3M

Top Sellers

1
SAM
1
Shamrock Asset Management
Texas
$0
2
HA
2
Hays Advisory
Tennessee
$0
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$12.7M
4
ACM
4
Aviance Capital Management
Florida
$0
5
BUB
5
BBVA USA Bancshares
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SHA
101
Smith Hayes Advisers
Nebraska
$216K -$498K -11,288 -70%
GA
102
Gateway Advisory
New Jersey
$202K -$201K -4,566 -50%
CTB
103
Country Trust Bank
Illinois
$200K +$200K +4,550 New
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$55K – – –
FHA
105
First Horizon Advisors
Tennessee
$48K -$7.59M -174,588 -99%
AWS
106
Aris Wealth Services
Pennsylvania
$20K +$20K +447 New
W
107
Wealthfront
California
$20K +$20K +464 New
TIM
108
Tortoise Investment Management
New York
$17K – – –
BWA
109
Burt Wealth Advisors
Maryland
$17K – – –
GWM
110
Gupta Wealth Management
California
$16K +$12.7K +292 +384%
WCM
111
Wealthcare Capital Management
Virginia
$15K -$86.6K -1,940 -85%
ASN
112
Advisory Services Network
Georgia
$15K -$83.6K -1,829 -85%
JFGIW
113
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K – – –
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$13K – – –
IWM
115
Integrated Wealth Management
California
$12K – – –
NMIS
116
Northwestern Mutual Investment Services
Wisconsin
$12K +$12K +270 New
FFC
117
First Financial Corp
Indiana
$9K – – –
KCM
118
Karp Capital Management
California
$9K – – –
TC
119
Trust Company
Kansas
$6K – – –
NFG
120
Next Financial Group
Texas
$5K -$31.6K -808 -86%
PSUF
121
People's United Financial
Connecticut
$4K – – –
FHC
122
First Heartland Consultants
Missouri
$1.76K +$12 +276 +0.7%
GI
123
Gradient Investments
Minnesota
$1K +$1K +19 New
SAM
124
Shamrock Asset Management
Texas
– -$23.3M -520,985 Closed
HA
125
Hays Advisory
Tennessee
– -$23.2M -519,386 Closed
2 3 4
5
6