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First Trust Consumer Staples AlphaDEX Fund
FXG

Overview Fund Activity

84 hedge funds and large institutions have $94.3M invested in First Trust Consumer Staples AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-16
Holders Change %
-16%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
19
Reduced
40
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.04M
2
HR
Howe & Rusling
New York
+$982K
3
Jane Street
Jane Street
New York
+$726K
4
TRCT
Tower Research Capital (TRC)
New York
+$536K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$510K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$4.61M
2
SS
Simplicity Solutions
Minnesota
-$4.48M
3
VCM
Virtue Capital Management
Tennessee
-$3.72M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.25M
5
AA
Advisory Alpha
Michigan
-$3.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.6M -$2.74M -68,441 -14%
Wells Fargo
2
Wells Fargo
California
$10.3M -$685K -17,144 -6%
Bank of America
3
Bank of America
North Carolina
$5.97M -$654K -16,353 -10%
UBS Group
4
UBS Group
Switzerland
$5.85M -$348K -8,717 -6%
LPL Financial
5
LPL Financial
California
$5.22M +$358K +8,946 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.91M -$3.25M -81,384 -45%
RJA
7
Raymond James & Associates
Florida
$3.15M +$54K +1,351 +2%
SPL
8
Smart Portfolios LLC
Washington
$2.99M -$235K -5,888 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.74M +$2.74M +68,314 New
HR
10
Howe & Rusling
New York
$2.64M +$982K +24,577 +59%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.24M -$56.4K -1,412 -2%
BAM
12
Bellevue Asset Management
Washington
$2.23M -$130K -2,925 -6%
SWM
13
Strategic Wealth Management
Washington
$2.05M -$184K -4,615 -8%
Citigroup
14
Citigroup
New York
$1.93M -$269K -6,722 -12%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.87M +$1.04M +26,003 +125%
Stifel Financial
16
Stifel Financial
Missouri
$1.81M -$2.32M -58,093 -56%
COF
17
Capital One Financial
Virginia
$1.69M +$1.69M +42,152 New
Ameriprise
18
Ameriprise
Minnesota
$1.53M -$58K -1,443 -4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.26M -$83.8K -2,096 -6%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$1.21M -$462K -11,545 -28%
ACP
21
Aveo Capital Partners
Colorado
$1.2M -$33.5K -837 -3%
TRCT
22
Tower Research Capital (TRC)
New York
$1.15M +$536K +13,408 +87%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.03M -$1.54M -38,639 -60%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$933K +$510K +12,754 +120%
Citadel Advisors
25
Citadel Advisors
Florida
$925K -$767K -19,200 -45%
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