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First Trust Consumer Staples AlphaDEX Fund
FXG

129 hedge funds and large institutions have $235M invested in First Trust Consumer Staples AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

86% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 21

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

55% more capital invested

Capital invested by funds: $152M → $235M (+$83.5M)

21% more funds holding

Funds holding: 107 → 129 (+22)

10.66% more ownership

Funds ownership: 53.88% → 64.54% (+11%)

Holders
129
Holders Change
+22
Holders Change %
+20.56%
% of All Funds
2.03%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
37
Increased
39
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$12.1M
2
Morgan Stanley
Morgan Stanley
New York
+$8.82M
3
EF
Empowered Funds
Pennsylvania
+$8.71M
4
IPW
IronBridge Private Wealth
Texas
+$7.72M
5
VCM
Virtue Capital Management
Tennessee
+$6.58M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$6.39M
2
SPL
Smart Portfolios LLC
Washington
-$6.13M
3
SMF
Sterling Manor Financial
New York
-$2.21M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.55M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$709K -$1.55M -24,905 -69%
CA
52
Cetera Advisors
Colorado
$705K +$691K +11,068 New
ACP
53
Aveo Capital Partners
Colorado
$642K -$45.9K -736 -7%
MSAM
54
Moloney Securities Asset Management
Missouri
$631K +$197K +3,158 +47%
SPIA
55
Steward Partners Investment Advisory
New York
$607K +$10.9K +174 +2%
KPWS
56
Kestra Private Wealth Services
Texas
$596K +$170K +2,720 +41%
SFS
57
Security Financial Services
Indiana
$571K – – –
MML Investors Services
58
MML Investors Services
Massachusetts
$563K +$28K +448 +5%
SAM
59
SignalPoint Asset Management
Missouri
$552K +$62 +1 +0%
RFWA
60
RPg Family Wealth Advisory
Massachusetts
$540K +$103K +1,650 +24%
JP Morgan Chase
61
JP Morgan Chase
New York
$532K -$22.2K -355 -4%
MAS
62
Madden Advisory Services
Florida
$525K – – –
SFPG
63
Stonebridge Financial Planning Group
Florida
$525K – – –
ASN
64
Advisory Services Network
Georgia
$523K +$512K +8,208 New
CF
65
Centaurus Financial
California
$522K +$276K +4,420 +117%
FHC
66
First Heartland Consultants
Missouri
$517K +$506K +8,114 New
WWM
67
Western Wealth Management
Colorado
$500K +$489K +7,834 New
Baird Financial Group
68
Baird Financial Group
Wisconsin
$495K +$66.1K +1,059 +16%
BAM
69
Blueshift Asset Management
New Jersey
$473K +$463K +7,422 New
MCM
70
MAI Capital Management
Ohio
$472K – – –
WIA
71
World Investment Advisors
California
$420K +$76.6K +1,228 +23%
GVAG
72
Great Valley Advisor Group
Delaware
$412K -$100K -1,603 -19%
SOS
73
Silver Oak Securities
Tennessee
$412K +$390K +6,253 New
PAG
74
Private Advisor Group
New Jersey
$344K -$27.3K -437 -7%
CA
75
CoreCap Advisors
Michigan
$319K +$172K +2,751 +122%
1 2
3
4 5

FXG Hedge Fund Activity: Q1 2022 in Review

129 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q1 2022, worth a combined $235M — up 55% from $152M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FXG positions and 11 closed out — a net gain of 26 holders — while 39 added to existing stakes and 21 trimmed.

The largest buyer was IFP Advisors, adding an estimated $12.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $6.39M.

  • 129 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q1 2022, up from 107 in Q4 2021.
  • Funds reported $235M of First Trust Consumer Staples AlphaDEX Fund stock for Q1 2022, up 55% quarter-over-quarter.
  • 37 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q1 2022 and 11 closed out, a net change of +26 holders.
  • The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q1 2022 was IFP Advisors, an estimated $12.1M added.
  • The largest First Trust Consumer Staples AlphaDEX Fund seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $6.39M sold.

Based on aggregated 13F filings for Q1 2022.