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First Trust Consumer Staples AlphaDEX Fund

147 hedge funds and large institutions have $2.33B invested in First Trust Consumer Staples AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+21
Holders Change %
+16.67%
% of All Funds
3.86%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.34%
New
30
Increased
63
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$880M +$83.7M +1,882,795 +11%
Morgan Stanley
2
Morgan Stanley
New York
$316M +$31.7M +713,544 +11%
Wells Fargo
3
Wells Fargo
California
$251M +$18.5M +415,757 +8%
UBS Group
4
UBS Group
Switzerland
$96.9M +$5.01M +112,675 +5%
Bank of America
5
Bank of America
North Carolina
$93.3M +$448K +10,078 +0.5%
LPL Financial
6
LPL Financial
California
$61.9M +$35.6M +807,384 +136%
RJA
7
Raymond James & Associates
Florida
$57.9M +$6.75M +151,804 +13%
Ameriprise
8
Ameriprise
Minnesota
$38.6M +$3.76M +84,512 +11%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$38M +$3.87M +87,016 +11%
MFS
10
MSI Financial Services
Massachusetts
$31.5M +$6.36M +143,027 +25%
ACM
11
Aviance Capital Management
Florida
$28.5M +$1.49M +33,494 +6%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$25.9M +$11.3M +254,332 +78%
HA
13
Hays Advisory
Tennessee
$24.6M -$2.63M -59,238 -10%
TFA
14
Transamerica Financial Advisors
Florida
$24.3M +$191K +4,305 +0.8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$20.3M -$4.1M -92,349 -17%
CI
16
Cavalier Investments
Georgia
$19.6M +$19.6M +440,671 New
SAM
17
Shamrock Asset Management
Texas
$19.3M -$4.53M -101,958 -19%
Stifel Financial
18
Stifel Financial
Missouri
$18.1M +$1.22M +27,388 +7%
AIM
19
Astor Investment Management
Illinois
$17.1M -$2.8M -63,005 -14%
NC
20
NewSquare Capital
Pennsylvania
$16.3M +$1.25M +28,195 +8%
SG
21
Strid Group
Pennsylvania
$16.1M +$16.1M +362,657 New
UCFA
22
United Capital Financial Advisors
Texas
$13.3M -$3.12M -70,150 -19%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$12.9M +$3.77M +84,799 +41%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$12.2M +$371K +8,346 +3%
BFA
25
Beaumont Financial Advisors
Massachusetts
$11.5M -$1.07M -24,027 -8%