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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

94 hedge funds and large institutions have $207M invested in First Trust Consumer Staples AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-13
Holders Change %
-12.15%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
37
Reduced
30
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$54.6M
2
FEG
Financial Enhancement Group
Indiana
+$4.24M
3
AA
Advisory Alpha
Michigan
+$2.72M
4
VCM
Virtue Capital Management
Tennessee
+$2.08M
5
Stifel Financial
Stifel Financial
Missouri
+$1.79M

Top Sellers

1
NA
Navellier & Associates
Nevada
-$11.8M
2
Morgan Stanley
Morgan Stanley
New York
-$9.83M
3
FI
FormulaFolio Investments
Michigan
-$4.21M
4
Wells Fargo
Wells Fargo
California
-$3.93M
5
CW
CreativeOne Wealth
Kansas
-$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$54.6M +$54.6M +1,126,000 New
Morgan Stanley
2
Morgan Stanley
New York
$24.1M -$9.83M -203,347 -29%
Wells Fargo
3
Wells Fargo
California
$14.3M -$3.93M -81,366 -22%
Bank of America
4
Bank of America
North Carolina
$10.5M +$171K +3,542 +2%
UBS Group
5
UBS Group
Switzerland
$9.1M -$750K -15,524 -8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.64M +$1.02M +21,094 +22%
LPL Financial
7
LPL Financial
California
$5.36M +$435K +8,994 +9%
Stifel Financial
8
Stifel Financial
Missouri
$4.9M +$1.79M +37,002 +58%
AWM
9
AE Wealth Management
Kansas
$4.78M +$389K +8,044 +9%
SS
10
Simplicity Solutions
Minnesota
$4.67M +$414K +8,562 +10%
FEG
11
Financial Enhancement Group
Indiana
$4.24M +$4.24M +87,664 +292,213%
SPL
12
Smart Portfolios LLC
Washington
$4.03M -$115K -2,404 -3%
VCM
13
Virtue Capital Management
Tennessee
$3.53M +$2.08M +43,139 +144%
RJA
14
Raymond James & Associates
Florida
$3.38M -$287K -5,939 -8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.21M +$1.48M +30,633 +86%
SAM
16
Shamrock Asset Management
Texas
$3.13M -$283K -5,859 -8%
Citigroup
17
Citigroup
New York
$2.95M +$439K +9,075 +17%
AG
18
Advisor Group
Arizona
$2.93M -$50.3K -1,041 -2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.93M -$333K -6,882 -10%
SWM
20
Strategic Wealth Management
Washington
$2.86M -$102K -2,101 -3%
AA
21
Advisory Alpha
Michigan
$2.72M +$2.72M +57,914 New
Ameriprise
22
Ameriprise
Minnesota
$2.59M -$336K -6,956 -11%
CL
23
Cabana LLC
Arkansas
$2.46M +$121K +2,512 +5%
HR
24
Howe & Rusling
New York
$1.87M +$431K +8,926 +30%
ACP
25
Aveo Capital Partners
Colorado
$1.81M +$158K +3,280 +10%
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