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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

126 hedge funds and large institutions have $2B invested in First Trust Consumer Staples AlphaDEX Fund in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+2
Holders Change %
+1.61%
% of All Funds
3.52%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.25%
New
20
Increased
62
Reduced
30
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$751M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$32.2M
3
HA
3
Hays Advisory
Tennessee
$25.7M
4
ACM
4
Aviance Capital Management
Florida
$25.5M
5
SAM
5
Shamrock Asset Management
Texas
$22.5M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$25.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.58M
3
KP
3
Keel Point
Alabama
$791K
4
FMP
4
Financial Management Professionals
Texas
$0
5
NA
5
Navellier & Associates
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$268K +$8.17K +195 +3%
HIM
102
Hanlon Investment Management
New Jersey
$248K -$38.9K -927 -14%
Millennium Management
103
Millennium Management
New York
$201K +$201K +4,800 New
CFA
104
Carroll Financial Associates
North Carolina
$184K +$184K +4,219 New
ACM
105
Argentus Capital Management
Texas
$176K -$309K -7,397 -64%
Creative Planning
106
Creative Planning
Kansas
$103K +$103K +2,463 New
Bessemer Group
107
Bessemer Group
New Jersey
$88K +$88K +2,109 New
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$52K – – –
IPC
109
Independent Portfolio Consultants
Florida
$38K +$38K +915 New
AWS
110
Aris Wealth Services
Pennsylvania
$19K – – –
GI
111
Gradient Investments
Minnesota
$19K +$18.2K +431 +2,268%
TIM
112
Tortoise Investment Management
New York
$17K – – –
BWA
113
Burt Wealth Advisors
Maryland
$17K – – –
GWM
114
Gupta Wealth Management
California
$17K +$1.48K +35 +10%
BAM
115
Bruderman Asset Management
New York
$16K +$16K +370 New
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$15K +$15K +352 New
JFGIW
117
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K – – –
IWM
118
Integrated Wealth Management
California
$11K – – –
MA
119
MUFG Americas
New York
$11K +$11K +261 New
ASN
120
Advisory Services Network
Georgia
$10K -$3.44K -84 -26%
KCM
121
Karp Capital Management
California
$8K – – –
NFG
122
Next Financial Group
Texas
$5K -$39 -1 -0.8%
FFC
123
First Financial Corp
Indiana
$4K -$4K -100 -50%
PSUF
124
People's United Financial
Connecticut
$4K – – –
WCM
125
Wealthcare Capital Management
Virginia
$3K -$9.15K -253 -75%
2 3 4
5
6