First Trust Consumer Staples AlphaDEX Fund
FXG
121 hedge funds and large institutions have $259M invested in First Trust Consumer Staples AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 54 reducing their positions, and 14 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.11% less ownership
Funds ownership: 62.45% → 62.34% (-0.11%)
5% less capital invested
Capital invested by funds: $273M → $259M (-$14.3M)
5% less funds holding
Funds holding: 128 → 121 (-7)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
41% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$10.8M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
+$2.3M |
| 3 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$1.91M |
| 4 |
Jane Street
New York
|
+$1.85M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBFP
Cedar Brook Financial Partners
Cleveland,
Ohio
|
-$2.05M |
| 2 |
GWA
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
-$1.62M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.37M |
| 4 |
Morgan Stanley
New York
|
-$1.32M |
| 5 |
KDA
Kraft Davis & Associates
St. Louis,
Missouri
|
-$1.26M |
FXG Hedge Fund Activity: Q2 2024 in Review
121 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q2 2024, worth a combined $259M — down 5.2% from $273M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of FXG and 10 opened new positions — a net loss of 4 holders — while 54 trimmed existing stakes and 32 added.
The largest buyer was IHT Wealth Management, opening a new position worth an estimated $10.8M. The largest seller was Cedar Brook Financial Partners, exiting entirely with an estimated $2.05M sold.
- 121 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q2 2024, down from 128 in Q1 2024.
- Funds reported $259M of First Trust Consumer Staples AlphaDEX Fund stock for Q2 2024, down 5.2% quarter-over-quarter.
- 10 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q2 2024 and 14 closed out, a net change of -4 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q2 2024 was IHT Wealth Management, an estimated $10.8M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q2 2024 was Cedar Brook Financial Partners, an estimated $2.05M sold.
Based on aggregated 13F filings for Q2 2024.