First Trust Consumer Staples AlphaDEX Fund
FXG
107 hedge funds and large institutions have $164M invested in First Trust Consumer Staples AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 9 closing their positions.
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
9% more capital invested
Capital invested by funds: $152M → $164M (+$12.9M)
4% more funds holding
Funds holding: 103 → 107 (+4)
3.08% more ownership
Funds ownership: 47.26% → 50.34% (+3.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
+$12M |
| 2 |
Morgan Stanley
New York
|
+$3.42M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.77M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.76M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.64M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$1.68M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.29M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.19M |
| 5 |
Jane Street
New York
|
-$897K |
FXG Hedge Fund Activity: Q2 2019 in Review
107 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q2 2019, worth a combined $164M — up 8.5% from $152M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FXG positions and 9 closed out — a net gain of 6 holders — while 32 added to existing stakes and 37 trimmed.
The largest buyer was Navellier & Associates, opening a new position worth an estimated $12M. The largest seller was Bank of America, cutting an estimated $3.64M.
- 107 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q2 2019, up from 103 in Q1 2019.
- Funds reported $164M of First Trust Consumer Staples AlphaDEX Fund stock for Q2 2019, up 8.5% quarter-over-quarter.
- 15 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q2 2019 and 9 closed out, a net change of +6 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q2 2019 was Navellier & Associates, an estimated $12M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q2 2019 was Bank of America, an estimated $3.64M sold.
Based on aggregated 13F filings for Q2 2019.