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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

87 hedge funds and large institutions have $165M invested in First Trust Consumer Staples AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$33.9M
2
UBS Group
2
UBS Group
Switzerland
$11.1M
3
Wells Fargo
3
Wells Fargo
California
$24.3M
4
Stifel Financial
4
Stifel Financial
Missouri
$8.32M
5
SPL
5
Smart Portfolios LLC
Washington
$4.8M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.8M
2
SWM
2
Segment Wealth Management
Texas
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Ameriprise
4
Ameriprise
Minnesota
$3.17M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33.9M 718,734 +196,223 +38%
Wells Fargo
2
Wells Fargo
California
$24.3M 515,162 +146,496 +40%
Bank of America
3
Bank of America
North Carolina
$12.7M 268,981 +70,305 +35%
UBS Group
4
UBS Group
Switzerland
$11.1M 235,646 +163,198 +225%
RJA
5
Raymond James & Associates
Florida
$9.35M 198,541 +54,457 +38%
LPL Financial
6
LPL Financial
California
$8.69M 184,399 +62,158 +51%
Stifel Financial
7
Stifel Financial
Missouri
$8.32M 176,601 +122,703 +228%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.18M 110,012 -192 -0.2%
SPL
9
Smart Portfolios LLC
Washington
$4.8M 101,935 +101,935 New
SWM
10
Strategic Wealth Management
Washington
$3.61M 76,592 +76,592 New
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$3.32M 70,503 -2,071 -3%
Ameriprise
12
Ameriprise
Minnesota
$3.17M 67,285 -21,979 -25%
SI
13
Stephens Inc
Arkansas
$2.77M 58,748 +58,748 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.71M 57,619 -19,570 -25%
Citigroup
15
Citigroup
New York
$2.49M 52,831 -3,366 -6%
BTS
16
BB&T Securities
Virginia
$2.41M 51,168 -2,854 -5%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.12M 44,896 +44,896 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.8M 38,120 -45,485 -54%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.59M 33,697 -1,901 -5%
AG
20
Advisor Group
Arizona
$1.4M 29,643 -13,666 -32%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.38M 29,405 – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.26M 26,816 -5,485 -17%
MAS
23
Madden Advisory Services
Florida
$1.11M 23,529 -411 -2%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$1.09M 23,032 +991 +4%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.05M 22,230 +512 +2%
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