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First Trust Consumer Staples AlphaDEX Fund
FXG

115 hedge funds and large institutions have $125M invested in First Trust Consumer Staples AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

2% more funds holding

Funds holding: 113 → 115 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.68% less ownership

Funds ownership: 54.64% → 52.96% (-1.7%)

10% less capital invested

Capital invested by funds: $139M → $125M (-$14.4M)

28% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 40

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
29
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
+$2.54M
2
Wells Fargo
Wells Fargo
California
+$1.28M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.2M
4
Stifel Financial
Stifel Financial
Missouri
+$1.02M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$928K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$14.4M
2
VAS
Vestmark Advisory Solutions
Massachusetts
-$5.62M
3
GC
Grimes & Company
Massachusetts
-$1.84M
4
Bank of America
Bank of America
North Carolina
-$1.57M
5
Goldman Sachs
Goldman Sachs
New York
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
RPG
51
Risk Paradigm Group
Texas
$330K +$337K +5,179 New
GVAG
52
Great Valley Advisor Group
Delaware
$329K -$65 -1 -0%
SF
53
Summit Financial
New Jersey
$308K +$315K +4,836 New
MAS
54
Madden Advisory Services
Florida
$290K -$37.1K -570 -11%
SWM
55
Spire Wealth Management
Virginia
$285K – – –
GAM
56
Gotham Asset Management
New York
$278K – – –
GVCM
57
Global View Capital Management
Wisconsin
$271K -$10.7K -165 -4%
FTUS
58
Flow Traders U.S.
New York
$255K +$260K +3,998 New
TRCT
59
Tower Research Capital (TRC)
New York
$241K +$246K +3,784 +75,680%
SFPG
60
Stonebridge Financial Planning Group
Florida
$239K -$43.9K -675 -15%
CWM
61
Cornerstone Wealth Management
Missouri
$230K +$130 +2 +0.1%
SIS
62
Sound Income Strategies
Florida
$196K -$20.1K -309 -9%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$191K +$195K +2,995 New
Jones Financial Companies
64
Jones Financial Companies
Missouri
$168K +$11.1K +170 +7%
NA
65
NewEdge Advisors
Louisiana
$148K -$19K -292 -11%
GWM
66
Geneos Wealth Management
Colorado
$134K – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$133K -$2.47K -38 -2%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$130K +$65 +1 +0%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$120K +$5.53K +85 +5%
BAM
70
Bellevue Asset Management
Washington
$117K -$716 -11 -0.6%
DFA
71
DHJJ Financial Advisors
Illinois
$113K – – –
HR
72
Howe & Rusling
New York
$109K – – –
MCM
73
MAI Capital Management
Ohio
$101K -$846 -13 -0.8%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$97.7K -$130K -1,992 -57%
BlackRock
75
BlackRock
New York
$89.6K +$73.7K +1,132 +413%
1 2
3
4 5

FXG Hedge Fund Activity: Q1 2026 in Review

115 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q1 2026, worth a combined $125M — down 10% from $139M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FXG positions and 11 closed out — a net gain of 5 holders — while 29 added to existing stakes and 40 trimmed.

The largest buyer was Independent Advisor Alliance, adding an estimated $2.54M. The largest seller was Morgan Stanley, cutting an estimated $14.4M.

  • 115 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q1 2026, up from 113 in Q4 2025.
  • Funds reported $125M of First Trust Consumer Staples AlphaDEX Fund stock for Q1 2026, down 10% quarter-over-quarter.
  • 16 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q1 2026 and 11 closed out, a net change of +5 holders.
  • The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q1 2026 was Independent Advisor Alliance, an estimated $2.54M added.
  • The largest First Trust Consumer Staples AlphaDEX Fund seller in Q1 2026 was Morgan Stanley, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2026.