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First Trust Consumer Staples AlphaDEX Fund
FXG

127 hedge funds and large institutions have $226M invested in First Trust Consumer Staples AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

9% more funds holding

Funds holding: 117 → 127 (+10)

1.4% less ownership

Funds ownership: 62.67% → 61.26% (-1.4%)

13% less capital invested

Capital invested by funds: $261M → $226M (-$35M)

35% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 43

Holders
127
Holders Change
+10
Holders Change %
+8.55%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
28
Reduced
43
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$5.64M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.23M
4
ASN
Advisory Services Network
Georgia
+$1.17M
5
IAA
Independent Advisor Alliance
North Carolina
+$873K

Top Sellers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
-$10.9M
2
Morgan Stanley
Morgan Stanley
New York
-$6.15M
3
FEG
Financial Enhancement Group
Indiana
-$3.81M
4
LPL Financial
LPL Financial
California
-$2.92M
5
Bank of America
Bank of America
North Carolina
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.61M +$125K +1,862 +8%
HI
27
Harbour Investments
Wisconsin
$1.39M -$399K -5,930 -21%
SWM
28
Spire Wealth Management
Virginia
$1.14M – – –
ASN
29
Advisory Services Network
Georgia
$1.11M +$1.17M +17,367 New
Truist Financial
30
Truist Financial
North Carolina
$1.09M -$76K -1,129 -6%
RIA
31
Regal Investment Advisors
Michigan
$1.07M – – –
BAM
32
Belpointe Asset Management
Nevada
$986K -$202 -3 -0%
KAS
33
Kestra Advisory Services
Texas
$961K +$243K +3,612 +32%
SPWM
34
Schrum Private Wealth Management
Florida
$958K -$856K -12,723 -46%
CAS
35
Coppell Advisory Solutions
Texas
$913K -$201K -2,992 -17%
GS
36
GTS Securities
New York
$878K -$91.3K -1,356 -9%
MSAM
37
Moloney Securities Asset Management
Missouri
$870K -$438K -6,514 -32%
PSF
38
Pacific Sun Financial
California
$870K -$44.7K -664 -5%
JP Morgan Chase
39
JP Morgan Chase
New York
$833K -$45.8K -680 -5%
NWM
40
Nova Wealth Management
Florida
$812K +$853K +12,670 New
MML Investors Services
41
MML Investors Services
Massachusetts
$762K -$214K -3,182 -21%
HighTower Advisors
42
HighTower Advisors
Illinois
$737K -$30.7K -456 -4%
MWM
43
Meridian Wealth Management
Kentucky
$708K -$13.9K -207 -2%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$692K -$956K -14,199 -57%
TWM
45
Trueblood Wealth Management
Ohio
$645K – – –
NA
46
NewEdge Advisors
Louisiana
$639K -$111K -1,649 -14%
WA
47
Waverly Advisors
Alabama
$632K – – –
SAM
48
SignalPoint Asset Management
Missouri
$612K +$67 +1 +0%
TRCT
49
Tower Research Capital (TRC)
New York
$590K +$620K +9,209 New
AWS
50
Atria Wealth Solutions
New York
$589K -$51.6K -767 -8%
1
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3 4 5

FXG Hedge Fund Activity: Q4 2024 in Review

127 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q4 2024, worth a combined $226M — down 13% from $261M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FXG positions and 11 closed out — a net gain of 12 holders — while 28 added to existing stakes and 43 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.64M. The largest seller was IHT Wealth Management, exiting entirely with an estimated $10.9M sold.

  • 127 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q4 2024, up from 117 in Q3 2024.
  • Funds reported $226M of First Trust Consumer Staples AlphaDEX Fund stock for Q4 2024, down 13% quarter-over-quarter.
  • 23 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q4 2024 and 11 closed out, a net change of +12 holders.
  • The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q4 2024 was Goldman Sachs, an estimated $5.64M added.
  • The largest First Trust Consumer Staples AlphaDEX Fund seller in Q4 2024 was IHT Wealth Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2024.