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First Trust Consumer Staples AlphaDEX Fund
FXG

123 hedge funds and large institutions have $171M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $154M → $171M (+$16.6M)

4.39% more ownership

Funds ownership: 53.09% → 57.48% (+4.4%)

3% more funds holding

Funds holding: 120 → 123 (+3)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
36
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.1M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$12.6M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.41M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.57M
5
GC
Grimes & Company
Massachusetts
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
VCM
Virtue Capital Management
Tennessee
-$7.53M
2
Goldman Sachs
Goldman Sachs
New York
-$2.42M
3
UBS Group
UBS Group
Switzerland
-$2.14M
4
Bank of America
Bank of America
North Carolina
-$2.02M
5
ASN
Advisory Services Network
Georgia
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
51
HBW Advisory Services
California
$444K +$51.3K +801 +13%
Jane Street
52
Jane Street
New York
$426K +$431K +6,725 New
MAS
53
Madden Advisory Services
Florida
$421K – – –
MSAM
54
Moloney Securities Asset Management
Missouri
$381K -$123K -1,927 -24%
SWP
55
Stratos Wealth Partners
Ohio
$375K +$23.2K +362 +7%
SFPG
56
Stonebridge Financial Planning Group
Florida
$358K – – –
RCAG
57
Rehmann Capital Advisory Group
Michigan
$344K -$96.6K -1,509 -22%
GVAG
58
Great Valley Advisor Group
Delaware
$343K -$39.5K -616 -10%
GVCM
59
Global View Capital Management
Wisconsin
$342K +$118K +1,837 +51%
CAS
60
Coppell Advisory Solutions
Texas
$340K -$1.6K -25 -0.5%
AI
61
Atria Investments
North Carolina
$325K +$329K +5,137 New
GWP
62
Gateway Wealth Partners
Wisconsin
$300K +$303K +4,737 New
SWM
63
Spire Wealth Management
Virginia
$283K -$858K -13,391 -75%
IAIM
64
International Assets Investment Management
Florida
$280K – – –
NA
65
NewEdge Advisors
Louisiana
$277K -$208K -3,241 -43%
GAM
66
Gotham Asset Management
New York
$276K – – –
WWM
67
Western Wealth Management
Colorado
$272K -$384 -6 -0.1%
WIA
68
World Investment Advisors
California
$266K +$192 +3 +0.1%
IA
69
IFP Advisors
Florida
$263K -$10.1K -158 -4%
WFA
70
WMG Financial Advisors
Tennessee
$239K -$31.8K -497 -12%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$237K -$24.7K -386 -9%
GWM
72
Geneos Wealth Management
Colorado
$234K -$78.8K -1,230 -25%
CWM
73
Cornerstone Wealth Management
Missouri
$232K +$192 +3 +0.1%
PAS
74
Park Avenue Securities
New York
$207K +$209K +3,269 New
Comerica Bank
75
Comerica Bank
Texas
$189K +$1.67K +26 +0.9%
1 2
3
4 5

FXG Hedge Fund Activity: Q2 2025 in Review

123 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q2 2025, worth a combined $171M — up 11% from $154M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FXG positions and 10 closed out — a net gain of 3 holders — while 36 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.1M. The largest seller was Virtue Capital Management, exiting entirely with an estimated $7.53M sold.

  • 123 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q2 2025, up from 120 in Q1 2025.
  • Funds reported $171M of First Trust Consumer Staples AlphaDEX Fund stock for Q2 2025, up 11% quarter-over-quarter.
  • 13 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q2 2025 and 10 closed out, a net change of +3 holders.
  • The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q2 2025 was Morgan Stanley, an estimated $14.1M added.
  • The largest First Trust Consumer Staples AlphaDEX Fund seller in Q2 2025 was Virtue Capital Management, an estimated $7.53M sold.

Based on aggregated 13F filings for Q2 2025.