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First Trust Consumer Staples AlphaDEX Fund

146 hedge funds and large institutions have $1.75B invested in First Trust Consumer Staples AlphaDEX Fund in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 63 reducing their positions, and 10 closing their positions.

Holders
146
Holders Change
-2
Holders Change %
-1.35%
% of All Funds
3.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
11
Increased
56
Reduced
63
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$626M 13,491,095 -532,336 -4%
Morgan Stanley
2
Morgan Stanley
New York
$214M 4,602,872 -603,024 -12%
Wells Fargo
3
Wells Fargo
California
$181M 3,900,221 +146,329 +4%
Bank of America
4
Bank of America
North Carolina
$71.2M 1,533,091 -90,121 -6%
UBS Group
5
UBS Group
Switzerland
$67.6M 1,456,393 -36,028 -2%
RJA
6
Raymond James & Associates
Florida
$44M 948,349 -71,648 -7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$41.5M 892,815 -1,151 -0.1%
Ameriprise
8
Ameriprise
Minnesota
$36.1M 765,689 -7,401 -1%
MFS
9
MSI Financial Services
Massachusetts
$33.4M 719,408 -31,874 -4%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$28.8M 619,739 +60,159 +11%
LPL Financial
11
LPL Financial
California
$27.9M 607,550 -161,026 -21%
HA
12
Hays Advisory
Tennessee
$25.6M 551,349 -15,344 -3%
ACM
13
Aviance Capital Management
Florida
$20.3M 437,041 -74,972 -15%
UCFA
14
United Capital Financial Advisors
Texas
$19.3M 416,699 -280,397 -40%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$19.2M 414,130 +166,490 +67%
NC
16
NewSquare Capital
Pennsylvania
$17M 365,171 +253,586 +227%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$15.7M 338,751 +338,751 New
Stifel Financial
18
Stifel Financial
Missouri
$13.8M 296,218 -49,349 -14%
CPO
19
Cerity Partners OCIO
New York
$13.7M 295,687 +50,141 +20%
AIM
20
Astor Investment Management
Illinois
$13.5M 291,276 +26,621 +10%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$13.5M 290,300 -3,617 -1%
SAM
22
Shamrock Asset Management
Texas
$12.6M 270,352 -32,964 -11%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$8.36M 180,147 -2,584 -1%
Citigroup
24
Citigroup
New York
$8.11M 174,610 +28,390 +19%
TFA
25
Transamerica Financial Advisors
Florida
$7.73M 166,474 +46,427 +39%