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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

93 hedge funds and large institutions have $131M invested in First Trust Consumer Staples AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
20
Reduced
33
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAS
Winch Advisory Services
Wisconsin
+$4.01M
2
WP
WealthSource Partners
California
+$1.78M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$977K
4
HR
Howe & Rusling
New York
+$919K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$641K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.64M
2
Stifel Financial
Stifel Financial
Missouri
-$4.85M
3
SI
Stephens Inc
Arkansas
-$2.96M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.79M
5
RJA
Raymond James & Associates
Florida
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
– -$60K -1,270 Closed
QCIG
102
Quad-Cities Investment Group
Iowa
– -$49K -1,025 Closed
MWPCG
103
Measured Wealth Private Client Group
New Hampshire
– -$38K -800 Closed
NWM
104
Northwest Wealth Management
Iowa
– -$34K -735 Closed
AA
105
Ancora Advisors
Ohio
– -$28K -605 Closed
MWM
106
MinichMacGregor Wealth Management
New York
– -$25K -555 Closed
GP
107
Girard Partners
Pennsylvania
– -$25K -550 Closed
PFP
108
Pinnacle Financial Partners
Tennessee
– -$17K -359 Closed
ASN
109
Advisory Services Network
Georgia
– -$7K -143 Closed
1 2 3 4
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