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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

93 hedge funds and large institutions have $131M invested in First Trust Consumer Staples AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
20
Reduced
33
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAS
Winch Advisory Services
Wisconsin
+$4.01M
2
WP
WealthSource Partners
California
+$1.78M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$977K
4
HR
Howe & Rusling
New York
+$919K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$641K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.64M
2
Stifel Financial
Stifel Financial
Missouri
-$4.85M
3
SI
Stephens Inc
Arkansas
-$2.96M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.79M
5
RJA
Raymond James & Associates
Florida
-$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28.1M -$9.64M -228,321 -26%
Wells Fargo
2
Wells Fargo
California
$18.6M -$190K -4,504 -1%
UBS Group
3
UBS Group
Switzerland
$8.9M -$688K -16,308 -7%
Bank of America
4
Bank of America
North Carolina
$8.15M +$584K +13,848 +8%
LPL Financial
5
LPL Financial
California
$4.38M -$183K -4,329 -4%
SPL
6
Smart Portfolios LLC
Washington
$4.26M -$47.5K -1,126 -1%
WP
7
WealthSource Partners
California
$4.25M +$1.78M +42,059 +72%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.09M +$977K +23,158 +31%
WAS
9
Winch Advisory Services
Wisconsin
$4.01M +$4.01M +95,003 New
SWM
10
Strategic Wealth Management
Washington
$3.2M -$15.6K -370 -0.5%
AG
11
Advisor Group
Arizona
$3.13M -$384K -9,099 -11%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$3.03M +$136K +3,214 +5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.99M +$596K +14,130 +25%
RJA
14
Raymond James & Associates
Florida
$2.89M -$1.78M -42,189 -38%
Stifel Financial
15
Stifel Financial
Missouri
$2.86M -$4.85M -114,996 -63%
Ameriprise
16
Ameriprise
Minnesota
$2.82M +$16.1K +382 +0.6%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.08M +$547K +12,966 +36%
Citigroup
18
Citigroup
New York
$2.05M -$140K -3,321 -6%
Citadel Advisors
19
Citadel Advisors
Florida
$1.42M +$339K +8,028 +31%
BTS
20
BB&T Securities
Virginia
$1.39M -$1.08M -25,608 -44%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.29M -$26.4K -625 -2%
MAS
22
Madden Advisory Services
Florida
$1.12M +$128K +3,042 +13%
AIC
23
Ameritas Investment Company
Nebraska
$983K +$983K +23,302 New
HR
24
Howe & Rusling
New York
$919K +$919K +21,775 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$909K -$150K -3,551 -14%
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