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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

148 hedge funds and large institutions have $1.88B invested in First Trust Consumer Staples AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+14
Holders Change %
+10.45%
% of All Funds
3.96%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
26
Increased
51
Reduced
55
Closed
9
Calls
$1K
Puts
$266K
Net Calls
-$265K
Net Calls Change
-$722K

Top Buyers

1
HA
1
Hays Advisory
Tennessee
$27.4M
2
UCFA
2
United Capital Financial Advisors
Texas
$33.5M
3
SAM
3
Shamrock Asset Management
Texas
$14.7M
4
SB
4
Suntrust Banks
Georgia
$6.22M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$43.2M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$678M
2
LPL Financial
2
LPL Financial
California
$37.3M
3
Wells Fargo
3
Wells Fargo
California
$182M
4
CI
4
Cavalier Investments
Georgia
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$252M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
101
Stratos Wealth Partners
Ohio
$413K +$184K +3,804 +80%
Koshinski Asset Management
102
Koshinski Asset Management
Illinois
$397K +$2.47K +51 +0.6%
SS
103
Simplicity Solutions
Minnesota
$358K +$358K +7,391 New
WEC
104
Winslow Evans & Crocker
Massachusetts
$351K +$1.02K +21 +0.3%
WA
105
WFG Advisors
Texas
$349K -$25.2K -521 -7%
M&T Bank
106
M&T Bank
New York
$347K -$16.4K -340 -5%
US Bancorp
107
US Bancorp
Minnesota
$335K +$66.9K +1,386 +25%
Brown Advisory
108
Brown Advisory
Maryland
$334K – – –
CAM
109
Concorde Asset Management
Michigan
$314K +$314K +6,490 New
WS
110
Wedbush Securities
California
$301K +$88K +1,821 +41%
CWM
111
Concert Wealth Management
California
$292K +$292K +5,996 New
Millennium Management
112
Millennium Management
New York
$281K -$3.3M -68,204 -92%
FIM
113
Freedom Investment Management
Connecticut
$277K -$10.4K -215 -4%
CAN
114
Cetera Advisor Networks
California
$271K -$177K -3,611 -40%
RJT
115
Raymond James Trust
Florida
$267K +$4.35K +90 +2%
PTC
116
Private Trust Company
Ohio
$214K – – –
TRCT
117
Tower Research Capital (TRC)
New York
$212K +$212K +4,381 New
ICOA
118
Investment Centers of America
North Dakota
$208K -$15.8K -325 -7%
WP
119
WealthPLAN Partners
Nebraska
$205K +$205K +9,105 New
Creative Planning
120
Creative Planning
Kansas
$120K -$30.9K -639 -20%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$93K +$29.8K +615 +47%
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63K +$16K +329 +34%
ASN
123
Advisory Services Network
Georgia
$57K +$46.6K +964 +450%
AP
124
Advisors Preferred
Maryland
$45K +$21.8K +454 +94%
PFBT
125
Parkside Financial Bank & Trust
Missouri
$44K – – –
3 4
5
6 7