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

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$678M
2
LPL Financial
LPL Financial
California
$37.3M
3
Wells Fargo
Wells Fargo
California
$182M
4
CI
Cavalier Investments
Georgia
$0
5
Morgan Stanley
Morgan Stanley
New York
$252M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
126
Bruderman Asset Management
New York
$42K +$42K +875 New
IPC
127
Independent Portfolio Consultants
Florida
$40K +$40K +820 New
GWM
128
Geneos Wealth Management
Colorado
$33K -$38.6K -805 -54%
GI
129
Gradient Investments
Minnesota
$24K -$1.53K -31 -6%
AssetMark Inc
130
AssetMark Inc
California
$22K – – –
FANJ
131
Financial Architects (New Jersey)
New Jersey
$21K +$2.92K +59 +16%
BWA
132
Burt Wealth Advisors
Maryland
$19K – – –
TIM
133
Tortoise Investment Management
New York
$19K – – –
MFW
134
Mosaic Family Wealth
Missouri
$17K +$97 +2 +0.6%
IWM
135
Integrated Wealth Management
California
$16K +$2.71K +55 +20%
ECM
136
Exchange Capital Management
Michigan
$16K +$16K +337 New
S
137
SignatureFD
Georgia
$13K -$14.4K -304 -53%
JFGIW
138
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K – – –
MA
139
MCF Advisors
Kentucky
$12K – – –
AWMS
140
Advocacy Wealth Management Services
Georgia
$7K +$7K +155 New
NFG
141
Next Financial Group
Texas
$6K – – –
CFA
142
CT Financial Advisors
Pennsylvania
$5.8K +$5.8K +120 New
GT
143
Glenmede Trust
Pennsylvania
$5K – – –
PSUF
144
People's United Financial
Connecticut
$5K – – –
WCM
145
Wealthcare Capital Management
Virginia
$4K – – –
LWM
146
LBA Wealth Management
Florida
$4K – – –
FHC
147
First Heartland Consultants
Missouri
$2.76K -$18 -363 -0.6%
CI
148
Cavalier Investments
Georgia
– -$19.3M -419,187 Closed
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
– -$15.5M -337,142 Closed
AIG
150
American International Group
New York
– -$3.74M -81,172 Closed
3 4 5
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