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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

110 hedge funds and large institutions have $276M invested in First Trust Consumer Staples AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-9
Holders Change %
-7.56%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
60
Closed
14
Calls
$302K
Puts
–
Net Calls
+$302K
Net Calls Change
+$302K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$64M
2
Stifel Financial
2
Stifel Financial
Missouri
$7.44M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$3.01M
4
SG Americas Securities
4
SG Americas Securities
New York
$2.33M
5
FAAS
5
First Allied Advisory Services
California
$1.24M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$44.2M
2
AIM
2
Astor Investment Management
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$8.84M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$961K
5
Bank of America
5
Bank of America
North Carolina
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
101
Mark Sheptoff Financial Planning
Connecticut
$7K -$47 -1 -0.7%
BRC
102
Bell Rock Capital
Delaware
$7K – – –
WIM
103
Westside Investment Management
California
$6.88K – – –
NFG
104
Next Financial Group
Texas
$6K – – –
MFW
105
Mosaic Family Wealth
Missouri
$6K – – –
GRP
106
Global Retirement Partners
California
$6K – – –
PSUF
107
People's United Financial
Connecticut
$5K – – –
GT
108
Glenmede Trust
Pennsylvania
$4K – – –
BWA
109
BDO Wealth Advisors
Florida
$4K +$4K +81 New
IWM
110
IHT Wealth Management
Illinois
$6 – – –
AIM
111
Astor Investment Management
Illinois
– -$7.67M -166,252 Closed
GFPC
112
Global Financial Private Capital
Florida
– -$2.32M -50,194 Closed
WI
113
WBI Investments
New Jersey
– -$1.22M -26,453 Closed
Brown Advisory
114
Brown Advisory
Maryland
– -$319K -6,915 Closed
SWM
115
Stockman Wealth Management
Montana
– -$221K -4,780 Closed
RCG
116
Ruggie Capital Group
Florida
– -$120K -2,610 Closed
WP
117
WealthPLAN Partners
Nebraska
– -$79K -1,721 Closed
AP
118
Atwood & Palmer
Missouri
– -$21K -450 Closed
CAL
119
Capital Advisors Ltd
Ohio
– -$21K -447 Closed
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
– -$20K -427 Closed
HCA
121
Harbour Capital Advisors
Virginia
– -$9.23K -200 Closed
CBT
122
Central Bank & Trust
Kentucky
– -$8K -172 Closed
BC
123
Bartlett & Co
Ohio
– -$5K -100 Closed
ASN
124
Advisory Services Network
Georgia
– -$2K -39 Closed
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