First Trust Consumer Staples AlphaDEX Fund
FXG
126 hedge funds and large institutions have $2B invested in First Trust Consumer Staples AlphaDEX Fund in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 30 reducing their positions, and 16 closing their positions.
107% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 30
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
14% more capital invested
Capital invested by funds: $1.76B → $2B (+$242M)
6.99% more ownership
Funds ownership: 70% → 76.98% (+7%)
2% more funds holding
Funds holding: 124 → 126 (+2)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$133M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$33.9M |
| 3 |
HA
Hays Advisory
Franklin,
Tennessee
|
+$27.1M |
| 4 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$26.8M |
| 5 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$6.38M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.24M |
| 3 |
KP
Keel Point
Huntsville,
Alabama
|
-$5.51M |
| 4 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$2.97M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
-$2.66M |
FXG Hedge Fund Activity: Q3 2015 in Review
126 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q3 2015, worth a combined $2B — up 14% from $1.76B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FXG positions and 16 closed out — a net gain of 4 holders — while 62 added to existing stakes and 30 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $133M. The largest seller was LPL Financial, cutting an estimated $6.38M.
- 126 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q3 2015, up from 124 in Q2 2015.
- Funds reported $2B of First Trust Consumer Staples AlphaDEX Fund stock for Q3 2015, up 14% quarter-over-quarter.
- 20 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q3 2015 and 16 closed out, a net change of +4 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q3 2015 was First Trust Advisors, an estimated $133M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q3 2015 was LPL Financial, an estimated $6.38M sold.
Based on aggregated 13F filings for Q3 2015.