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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

103 hedge funds and large institutions have $152M invested in First Trust Consumer Staples AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+10
Holders Change %
+10.75%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
26
Increased
24
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.52M
2
FI
FormulaFolio Investments
Michigan
+$3.98M
3
SAM
Shamrock Asset Management
Texas
+$3.4M
4
AWM
AE Wealth Management
Kansas
+$2.49M
5
SS
Simplicity Solutions
Minnesota
+$2.29M

Top Sellers

1
WAS
Winch Advisory Services
Wisconsin
-$4.3M
2
WP
WealthSource Partners
California
-$4.25M
3
Wells Fargo
Wells Fargo
California
-$2.28M
4
Morgan Stanley
Morgan Stanley
New York
-$1.71M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28.8M -$1.71M -37,347 -6%
Wells Fargo
2
Wells Fargo
California
$18M -$2.28M -49,759 -11%
Bank of America
3
Bank of America
North Carolina
$13.4M +$4.52M +98,671 +51%
UBS Group
4
UBS Group
Switzerland
$9.67M +$10.7K +234 +0.1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.71M +$273K +5,955 +6%
LPL Financial
6
LPL Financial
California
$4.46M -$293K -6,396 -6%
SPL
7
Smart Portfolios LLC
Washington
$4M -$626K -13,660 -14%
FI
8
FormulaFolio Investments
Michigan
$3.98M +$3.98M +86,827 New
SAM
9
Shamrock Asset Management
Texas
$3.4M +$3.4M +74,294 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$3.26M -$27.8K -607 -0.8%
AG
11
Advisor Group
Arizona
$3.2M -$205K -4,467 -6%
RJA
12
Raymond James & Associates
Florida
$3.17M +$34.8K +760 +1%
Ameriprise
13
Ameriprise
Minnesota
$3.06M -$1.51K -33 -0%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.91M -$328K -7,161 -10%
Stifel Financial
15
Stifel Financial
Missouri
$2.9M -$192K -4,198 -6%
SWM
16
Strategic Wealth Management
Washington
$2.83M -$642K -14,008 -18%
AWM
17
AE Wealth Management
Kansas
$2.49M +$2.49M +54,273 New
Citigroup
18
Citigroup
New York
$2.32M +$98.4K +2,148 +4%
SS
19
Simplicity Solutions
Minnesota
$2.29M +$2.29M +49,899 New
FIM
20
Freedom Investment Management
Connecticut
$1.68M +$1.68M +36,636 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.64M +$240K +5,250 +17%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.61M -$652K -14,245 -29%
ACP
23
Aveo Capital Partners
Colorado
$1.51M +$1.51M +32,898 New
HR
24
Howe & Rusling
New York
$1.37M +$369K +8,062 +37%
Jane Street
25
Jane Street
New York
$1.35M +$1.35M +29,474 New
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