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First Trust Consumer Staples AlphaDEX Fund

126 hedge funds and large institutions have $2B invested in First Trust Consumer Staples AlphaDEX Fund in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 30 reducing their positions, and 16 closing their positions.

Holders
126
Holders Change
+2
Holders Change %
+1.61%
% of All Funds
3.52%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.25%
New
20
Increased
62
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$751M 17,914,309 +3,016,250 +20%
Morgan Stanley
2
Morgan Stanley
New York
$268M 6,390,813 +127,799 +2%
Wells Fargo
3
Wells Fargo
California
$220M 5,238,977 +133,740 +3%
Bank of America
4
Bank of America
North Carolina
$87.5M 2,088,396 +127,004 +6%
UBS Group
5
UBS Group
Switzerland
$86.6M 2,066,304 -55,070 -3%
RJA
6
Raymond James & Associates
Florida
$48.2M 1,150,720 +201,338 +21%
Ameriprise
7
Ameriprise
Minnesota
$32.7M 783,554 +403,970 +106%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$32.2M 767,571 +767,571 New
LPL Financial
9
LPL Financial
California
$25.9M 594,559 -144,336 -20%
HA
10
Hays Advisory
Tennessee
$25.7M 613,521 +613,521 New
ACM
11
Aviance Capital Management
Florida
$25.5M 607,557 +607,557 New
MFS
12
MSI Financial Services
Massachusetts
$23.7M 566,625 +131,873 +30%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$23M 548,511 +34,540 +7%
TFA
14
Transamerica Financial Advisors
Florida
$22.7M 541,268 +187,191 +53%
SAM
15
Shamrock Asset Management
Texas
$22.5M 536,879 +536,879 New
AIM
16
Astor Investment Management
Illinois
$18.7M 446,819 +45,664 +11%
Stifel Financial
17
Stifel Financial
Missouri
$15.9M 378,987 -15,044 -4%
UCFA
18
United Capital Financial Advisors
Texas
$15.5M 369,295 +146,919 +66%
Goldman Sachs
19
Goldman Sachs
New York
$15.4M 367,286 +367,286 New
NC
20
NewSquare Capital
Pennsylvania
$14.2M 339,186 +49,753 +17%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$13.7M 327,362 +221,127 +208%
BFA
22
Beaumont Financial Advisors
Massachusetts
$12.7M 283,811
CS
23
Credit Suisse
Switzerland
$12.1M 288,473 +137,425 +91%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$11.1M 265,768 +26,864 +11%
HF
25
Hoxton Financial
West Virginia
$10.9M 260,458 +3,150 +1%