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First Trust Consumer Staples AlphaDEX Fund

93 hedge funds and large institutions have $125M invested in First Trust Consumer Staples AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
16
Reduced
40
Closed
15
Calls
$272K
Puts
Net Calls
+$272K
Net Calls Change
+$272K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.5M -$6.63M -141,306 -21%
Wells Fargo
2
Wells Fargo
California
$17.3M -$1.82M -38,763 -10%
Bank of America
3
Bank of America
North Carolina
$9.32M -$1.26M -26,762 -12%
RJA
4
Raymond James & Associates
Florida
$6.76M -$145K -3,098 -2%
LPL Financial
5
LPL Financial
California
$5.73M -$670K -14,285 -10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.16M +$4.35K +93 +0.1%
Ameriprise
7
Ameriprise
Minnesota
$4.19M -$2.11M -45,037 -34%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.92M +$3.92M +83,605 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.62M +$998K +21,272 +38%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$3.4M -$144K -3,068 -4%
UBS Group
11
UBS Group
Switzerland
$3.4M -$385K -8,212 -10%
Citigroup
12
Citigroup
New York
$2.64M -$8.3K -177 -0.3%
BTS
13
BB&T Securities
Virginia
$2.53M +$47.2K +1,006 +2%
Stifel Financial
14
Stifel Financial
Missouri
$2.53M +$164K +3,496 +7%
SWM
15
Segment Wealth Management
Texas
$2.1M +$2.1M +44,805 New
AG
16
Advisor Group
Arizona
$2.03M -$45.1K -961 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.67M +$63.1K +1,344 +4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.52M -$172K -3,672 -10%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.38M +$101K +2,148 +8%
MAS
20
Madden Advisory Services
Florida
$1.12M -$5.86K -125 -0.5%
Goldman Sachs
21
Goldman Sachs
New York
$1.1M +$1.1M +23,533 New
MML Investors Services
22
MML Investors Services
Massachusetts
$1.09M -$1.77M -37,779 -62%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.03M -$9.76K -208 -0.9%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$1.02M +$1.02M +21,718 New
RIA
25
Regal Investment Advisors
Michigan
$987K +$46.9K +1,000 +5%