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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

148 hedge funds and large institutions have $1.88B invested in First Trust Consumer Staples AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 9 closing their positions.

Holders
148
Holders Change
+14
Holders Change %
+10.45%
% of All Funds
3.96%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
26
Increased
51
Reduced
55
Closed
9
Calls
$1K
Puts
$266K
Net Calls
-$265K
Net Calls Change
-$722K

Top Buyers

1
HA
1
Hays Advisory
Tennessee
$27.4M
2
UCFA
2
United Capital Financial Advisors
Texas
$33.5M
3
SAM
3
Shamrock Asset Management
Texas
$14.7M
4
SB
4
Suntrust Banks
Georgia
$6.22M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$43.2M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$678M
2
LPL Financial
2
LPL Financial
California
$37.3M
3
Wells Fargo
3
Wells Fargo
California
$182M
4
CI
4
Cavalier Investments
Georgia
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$252M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$678M 14,023,431 -803,529 -5%
Morgan Stanley
2
Morgan Stanley
New York
$252M 5,205,896 -385,317 -7%
Wells Fargo
3
Wells Fargo
California
$182M 3,753,892 -467,052 -11%
Bank of America
4
Bank of America
North Carolina
$78.5M 1,623,212 -132,328 -8%
UBS Group
5
UBS Group
Switzerland
$72.2M 1,492,421 -86,264 -5%
RJA
6
Raymond James & Associates
Florida
$49.3M 1,019,997 -52,548 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$43.2M 893,966 +105,745 +13%
Ameriprise
8
Ameriprise
Minnesota
$37.3M 773,090 +5,410 +0.7%
LPL Financial
9
LPL Financial
California
$37.3M 768,576 -748,562 -49%
MFS
10
MSI Financial Services
Massachusetts
$36.3M 751,282 +62,078 +9%
UCFA
11
United Capital Financial Advisors
Texas
$33.5M 697,096 +328,400 +89%
HA
12
Hays Advisory
Tennessee
$27.4M 566,693 +566,693 New
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$27.1M 559,580 -369,690 -40%
ACM
14
Aviance Capital Management
Florida
$24.8M 512,013 -13,343 -3%
Stifel Financial
15
Stifel Financial
Missouri
$16.7M 345,567 +28,555 +9%
Goldman Sachs
16
Goldman Sachs
New York
$16.3M 337,156 -267,288 -44%
SAM
17
Shamrock Asset Management
Texas
$14.7M 303,316 +303,316 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$14.2M 293,917 -82,965 -22%
AIM
19
Astor Investment Management
Illinois
$12.8M 264,655 +47,365 +22%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$12M 247,640 -601 -0.2%
CPO
21
Cerity Partners OCIO
New York
$11.6M 245,546 +45,840 +23%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$10.3M 212,227 +10,247 +5%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$8.9M 182,731 +9,502 +5%
BTS
24
BB&T Securities
Virginia
$8.03M 165,952 +96,331 +138%
Citigroup
25
Citigroup
New York
$7.07M 146,220 +25,290 +21%
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