First Trust Consumer Staples AlphaDEX Fund
FXG
135 hedge funds and large institutions have $331M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 69 reducing their positions, and 21 closing their positions.
5.05% more ownership
Funds ownership: 68.35% → 73.4% (+5%)
10% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 21
2% less funds holding
Funds holding: 138 → 135 (-3)
23% less capital invested
Capital invested by funds: $429M → $331M (-$98.1M)
70% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 69
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.9M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.64M |
| 3 |
GS
GTS Securities
New York
|
+$2.23M |
| 4 |
KDA
Kraft Davis & Associates
St. Louis,
Missouri
|
+$2.04M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$662K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
-$58.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$9.38M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$9.31M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$7.98M |
FXG Hedge Fund Activity: Q4 2023 in Review
135 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q4 2023, worth a combined $331M — down 23% from $429M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of FXG and 19 opened new positions — a net loss of 2 holders — while 69 trimmed existing stakes and 21 added.
The largest buyer was Morgan Stanley, adding an estimated $14.9M. The largest seller was J. Arnold Wealth Management, cutting an estimated $58.5M.
- 135 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q4 2023, down from 138 in Q3 2023.
- Funds reported $331M of First Trust Consumer Staples AlphaDEX Fund stock for Q4 2023, down 23% quarter-over-quarter.
- 19 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q4 2023 and 21 closed out, a net change of -2 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q4 2023 was Morgan Stanley, an estimated $14.9M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q4 2023 was J. Arnold Wealth Management, an estimated $58.5M sold.
Based on aggregated 13F filings for Q4 2023.