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First Trust Consumer Staples AlphaDEX Fund
FXG

72 hedge funds and large institutions have $376M invested in First Trust Consumer Staples AlphaDEX Fund in 2013 Q2 according to their latest regulatory filings, with 72 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

64.08% more ownership

Funds ownership: 0% → 64.08% (+64%)

Holders
72
Holders Change
+72
Holders Change %
–
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
72
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$92.8M +$93M +3,005,643 New
Wells Fargo
2
Wells Fargo
California
$82.8M +$83M +2,682,864 New
U
3
UBS
Switzerland
$24.6M +$24.6M +795,620 New
Bank of America
4
Bank of America
North Carolina
$19.3M +$19.4M +626,980 New
HA
5
Hays Advisory
Tennessee
$17.7M +$17.8M +575,079 New
Fidelity Investments
6
Fidelity Investments
Massachusetts
$13.6M +$13.6M +439,700 New
PPA
7
Parametric Portfolio Associates
Washington
$12.6M +$12.6M +408,073 New
RJA
8
Raymond James & Associates
Florida
$11.9M +$11.9M +384,803 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.94M +$9.97M +322,058 New
HF
10
Hoxton Financial
West Virginia
$9.36M +$9.38M +303,207 New
LPL Financial
11
LPL Financial
California
$8.9M +$8.92M +288,277 New
BFA
12
Beaumont Financial Advisors
Massachusetts
$6.02M +$6.04M +195,119 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.64M +$5.66M +182,781 New
BUB
14
BBVA USA Bancshares
Texas
$5.32M +$5.34M +172,455 New
B
15
Baird
Wisconsin
$4.15M +$4.16M +134,466 New
JP Morgan Chase
16
JP Morgan Chase
New York
$3.82M +$3.84M +123,912 New
NA
17
Navellier & Associates
Nevada
$3.69M +$3.7M +119,417 New
PI
18
Placemark Investments
Illinois
$3.66M +$3.67M +118,516 New
SNC
19
Stifel Nicolaus & Co
Missouri
$3.34M +$3.35M +108,309 New
PFS
20
Prospera Financial Services
Texas
$2.68M +$2.66M +86,019 New
TT
21
Tower Trust
Indiana
$2.56M +$2.56M +82,820 New
HFS
22
HL Financial Services
Kentucky
$2.49M +$2.5M +80,800 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.36M +$2.37M +76,425 New
Rafferty Asset Management
24
Rafferty Asset Management
New York
$2.27M +$2.27M +73,372 New
FA
25
FDx Advisors
Illinois
$2.07M +$2.08M +67,123 New
1
2 3

FXG Hedge Fund Activity: Q2 2013 in Review

72 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q2 2013, worth a combined $376M.

Buyers outnumbered sellers: 72 funds opened new FXG positions and 0 closed out — a net gain of 72 holders — while 0 added to existing stakes and 0 trimmed.

  • 72 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $376M of First Trust Consumer Staples AlphaDEX Fund stock for Q2 2013.
  • 72 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q2 2013 and 0 closed out, a net change of +72 holders.

Based on aggregated 13F filings for Q2 2013.