FXG icon

First Trust Consumer Staples AlphaDEX Fund

86 hedge funds and large institutions have $1.14B invested in First Trust Consumer Staples AlphaDEX Fund in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
9
Increased
52
Reduced
21
Closed
10
Calls
$238K
Puts
$316K
Net Calls
-$78K
Net Calls Change
+$627K
Name Market Value Shares Shares
Change
Shares
Change %
FSIM
1
F-Squared Investment Management
Massachusetts
$269M 6,874,934 +1,518,358 +28%
Morgan Stanley
2
Morgan Stanley
New York
$169M 4,338,088 +226,958 +6%
Wells Fargo
3
Wells Fargo
California
$139M 3,545,601 +254,407 +8%
First Trust Advisors
4
First Trust Advisors
Illinois
$105M 2,683,583 +1,066,531 +66%
BTS
5
BB&T Securities
Virginia
$79.1M 202,427 -34,663 -15%
Bank of America
6
Bank of America
North Carolina
$51.9M 1,327,617 +89,863 +7%
U
7
UBS
Switzerland
$50.9M 1,302,664 -201,543 -13%
PPA
8
Parametric Portfolio Associates
Washington
$33.5M 857,595 +116,511 +16%
BFA
9
Beaumont Financial Advisors
Massachusetts
$30.5M 780,124 +206,661 +36%
RJA
10
Raymond James & Associates
Florida
$24.3M 622,905 +53,471 +9%
LPL Financial
11
LPL Financial
California
$18.6M 481,229 -180,155 -27%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$12.9M 330,309 +60,685 +23%
PI
13
Placemark Investments
Illinois
$12.9M 330,006 +79,532 +32%
HF
14
Hoxton Financial
West Virginia
$10.8M 277,313 +1,520 +0.6%
Stifel Financial
15
Stifel Financial
Missouri
$9.85M 252,036 +81,923 +48%
AIM
16
Astor Investment Management
Illinois
$9.05M 231,559 +58,133 +34%
BUB
17
BBVA USA Bancshares
Texas
$8.2M 209,905 +3,561 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.99M 178,865 -49,616 -22%
Ameriprise
19
Ameriprise
Minnesota
$6.9M 176,698 +28,775 +19%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$6.58M 168,430 +27,384 +19%
MFS
21
MSI Financial Services
Massachusetts
$5.56M 142,401 +15,534 +12%
CS
22
Credit Suisse
Switzerland
$5.25M 134,400 +929 +0.7%
NC
23
NewSquare Capital
Pennsylvania
$5.19M 132,777 +39,421 +42%
Citigroup
24
Citigroup
New York
$5.01M 128,322 +101,857 +385%
HFS
25
HL Financial Services
Kentucky
$4.27M 109,301 +691 +0.6%