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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
AWM
76
Axxcess Wealth Management
California
$292K +$286K +4,580 New
AAS
77
Ameritas Advisory Services
Nebraska
$280K +$499 +8 +0.2%
AP
78
Advisors Preferred
Maryland
$251K +$243K +3,895 New
PA
79
PSI Advisors
Florida
$247K +$242K +3,873 New
BFEC
80
Benjamin F. Edwards & Company
Missouri
$243K -$21.6K -346 -8%
AWS
81
Atria Wealth Solutions
New York
$232K +$227K +3,644 New
ONB
82
Old National Bancorp
Indiana
$231K -$23.2K -371 -9%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$228K +$49.8K +798 +29%
PPW
84
Pinnacle Private Wealth
Massachusetts
$228K +$223K +3,580 New
JMPWA
85
JP Morgan Private Wealth Advisors
California
$221K – – –
DADC
86
D.A. Davidson & Co
Montana
$215K – – –
SWP
87
Stratos Wealth Partners
Ohio
$211K +$207K +3,310 New
BAM
88
Bellevue Asset Management
Washington
$197K -$146K -2,333 -43%
DWMG
89
DB Wealth Management Group
California
$154K +$63.4K +1,016 +73%
PFS
90
Prospera Financial Services
Texas
$126K +$124K +1,980 New
GWM
91
Geneos Wealth Management
Colorado
$109K – – –
CTB
92
Country Trust Bank
Illinois
$102K – – –
AA
93
Addison Advisors
Vermont
$85K – – –
BEI
94
Benjamin Edwards Inc
Missouri
$76K +$74.8K +1,199 New
MCC
95
Money Concepts Capital
Florida
$72K +$68.2K +1,092 +3,120%
TRCT
96
Tower Research Capital (TRC)
New York
$66K +$64.3K +1,031 New
HNWAG
97
High Net Worth Advisory Group
Florida
$57K – – –
S
98
SignatureFD
Georgia
$52K – – –
Fidelity Investments
99
Fidelity Investments
Massachusetts
$50K +$62 +1 +0.1%
FFA
100
Founders Financial Alliance
North Carolina
$44K – – –
2 3
4
5 6

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.