We are live on ! Find out more
FXG icon

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
PWS
51
Proactive Wealth Strategies
Georgia
$552K +$90.2K +1,340 +18%
SPIA
52
Steward Partners Investment Advisory
New York
$528K -$17.1K -254 -3%
PAG
53
Private Advisor Group
New Jersey
$502K -$7.61K -113 -1%
SPC
54
Sigma Planning Corp
Michigan
$499K +$35.7K +530 +7%
RCAG
55
Rehmann Capital Advisory Group
Michigan
$469K -$4.51K -67 -0.9%
MAS
56
Madden Advisory Services
Florida
$426K +$6.26K +93 +1%
WWM
57
Western Wealth Management
Colorado
$391K -$17.6K -262 -4%
GVAG
58
Great Valley Advisor Group
Delaware
$387K -$30.7K -456 -7%
SFPG
59
Stonebridge Financial Planning Group
Florida
$380K – – –
SWP
60
Stratos Wealth Partners
Ohio
$376K +$336 +5 +0.1%
AAS
61
Ameritas Advisory Services
Nebraska
$354K -$29.3K -436 -7%
IAIM
62
International Assets Investment Management
Florida
$300K +$314K +4,673 New
WFA
63
WMG Financial Advisors
Tennessee
$298K – – –
IA
64
IFP Advisors
Florida
$276K – – –
WIA
65
World Investment Advisors
California
$269K +$135 +2 +0%
HAS
66
HBW Advisory Services
California
$259K -$163K -2,423 -37%
ACP
67
Aveo Capital Partners
Colorado
$254K – – –
GVCM
68
Global View Capital Management
Wisconsin
$226K +$237K +3,525 New
GRP
69
Global Retirement Partners
California
$221K +$125K +1,854 +116%
BEI
70
Benjamin Edwards Inc
Missouri
$213K +$223K +3,319 New
CCM
71
Canal Capital Management
Virginia
$206K +$217K +3,223 New
B
72
Bensler
Washington
$206K -$15.8K -235 -7%
EH
73
Equitable Holdings
New York
$200K +$1.68K +25 +0.8%
LSIA
74
LaSalle St. Investment Advisors
Illinois
$200K +$211K +3,129 New
CFGS
75
Concourse Financial Group Securities
Alabama
$183K – – –
1 2
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.