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First Trust Consumer Staples AlphaDEX Fund

130 hedge funds and large institutions have $1.67B invested in First Trust Consumer Staples AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+21
Holders Change %
+19.27%
% of All Funds
3.47%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.29%
New
37
Increased
54
Reduced
31
Closed
14
Calls
Puts
$237K
Net Calls
-$237K
Net Calls Change
-$340K
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$477M +$224M +5,023,736 +89%
Morgan Stanley
2
Morgan Stanley
New York
$267M +$39.5M +884,831 +17%
Wells Fargo
3
Wells Fargo
California
$233M +$16.2M +362,090 +7%
UBS Group
4
UBS Group
Switzerland
$95.2M +$9.78M +219,121 +11%
Bank of America
5
Bank of America
North Carolina
$76.3M -$1.43M -32,069 -2%
RJA
6
Raymond James & Associates
Florida
$38.3M +$5.26M +117,948 +16%
BTS
7
BB&T Securities
Virginia
$37M -$48.9M -109,585 -57%
BFA
8
Beaumont Financial Advisors
Massachusetts
$32.3M +$634K +14,214 +2%
LPL Financial
9
LPL Financial
California
$30.2M -$1.81M -40,576 -6%
SAM
10
Shamrock Asset Management
Texas
$23.3M +$23.1M +516,855 +12,515%
HA
11
Hays Advisory
Tennessee
$23.2M +$23.2M +519,386 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$22.8M +$1.61M +35,973 +8%
MFS
13
MSI Financial Services
Massachusetts
$17.8M +$10M +224,006 +128%
ACM
14
Aviance Capital Management
Florida
$17.6M +$16.7M +373,910 +1,818%
Ameriprise
15
Ameriprise
Minnesota
$16.9M +$8.09M +181,767 +92%
AIM
16
Astor Investment Management
Illinois
$15.3M +$2.38M +53,334 +18%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$14.7M +$6.23M +139,676 +74%
Stifel Financial
18
Stifel Financial
Missouri
$11.7M -$1.64M -36,740 -12%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$11.5M +$2.81M +62,894 +32%
HF
20
Hoxton Financial
West Virginia
$11.4M -$436K -9,777 -4%
NC
21
NewSquare Capital
Pennsylvania
$10.7M +$3M +67,268 +39%
BUB
22
BBVA USA Bancshares
Texas
$10.4M -$383K -8,579 -4%
UCFA
23
United Capital Financial Advisors
Texas
$10.2M +$10.2M +234,556 New
FHA
24
First Horizon Advisors
Tennessee
$7.89M +$7.89M +175,692 New
TFA
25
Transamerica Financial Advisors
Florida
$6.96M +$6.14M +137,651 +756%