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First Trust Consumer Staples AlphaDEX Fund

134 hedge funds and large institutions have $1.9B invested in First Trust Consumer Staples AlphaDEX Fund in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 69 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-13
Holders Change %
-8.84%
% of All Funds
3.58%
Holding in Top 10
5
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-61.54%
% of All Funds
0.13%
New
12
Increased
36
Reduced
69
Closed
23
Calls
$457K
Puts
Net Calls
+$457K
Net Calls Change
+$457K
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$684M -$229M -4,970,144 -25%
Morgan Stanley
2
Morgan Stanley
New York
$258M -$69.8M -1,513,144 -21%
Wells Fargo
3
Wells Fargo
California
$195M -$66.1M -1,433,790 -25%
Bank of America
4
Bank of America
North Carolina
$81M -$15.8M -342,934 -16%
UBS Group
5
UBS Group
Switzerland
$72.8M -$27.7M -600,294 -28%
LPL Financial
6
LPL Financial
California
$69.9M +$5.31M +115,195 +8%
RJA
7
Raymond James & Associates
Florida
$49.5M -$10.6M -229,979 -18%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$42.9M +$16M +347,576 +60%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$36.4M -$3.06M -66,366 -8%
Ameriprise
10
Ameriprise
Minnesota
$35.4M -$4.63M -100,386 -12%
MFS
11
MSI Financial Services
Massachusetts
$31.8M -$943K -20,448 -3%
Goldman Sachs
12
Goldman Sachs
New York
$27.9M +$25.5M +553,405 +1,084%
ACM
13
Aviance Capital Management
Florida
$24.2M -$5.34M -115,695 -18%
CI
14
Cavalier Investments
Georgia
$19.3M -$991K -21,484 -5%
HF
15
Hoxton Financial
West Virginia
$18.2M +$6.31M +136,755 +53%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$17.4M -$3.66M -79,280 -17%
UCFA
17
United Capital Financial Advisors
Texas
$17M +$3.21M +69,551 +23%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$15.5M +$2.91M +63,028 +23%
Stifel Financial
19
Stifel Financial
Missouri
$14.6M -$4.12M -89,363 -22%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$11.4M -$1.9M -41,180 -14%
AIM
21
Astor Investment Management
Illinois
$10M -$7.68M -166,524 -43%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$9.32M +$4.93M +106,895 +112%
CPO
23
Cerity Partners OCIO
New York
$9.21M +$1.06M +23,053 +13%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$7.99M -$811K -17,575 -9%
BFA
25
Beaumont Financial Advisors
Massachusetts
$7.83M -$4.16M -90,120 -35%