First Trust Consumer Staples AlphaDEX Fund
FXG
147 hedge funds and large institutions have $455M invested in First Trust Consumer Staples AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 28 reducing their positions, and 17 closing their positions.
106% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 17
96% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 28
93% more capital invested
Capital invested by funds: $235M → $455M (+$220M)
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
14% more funds holding
Funds holding: 129 → 147 (+18)
2.4% more ownership
Funds ownership: 64.54% → 66.94% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$45.9M |
| 2 |
Morgan Stanley
New York
|
+$32.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$18.2M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$15M |
| 5 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
-$5.29M |
| 2 |
SW
Signify Wealth
Saint Louis,
Missouri
|
-$3.74M |
| 3 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$2.44M |
| 4 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$1.7M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$1.42M |
FXG Hedge Fund Activity: Q2 2022 in Review
147 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q2 2022, worth a combined $455M — up 93% from $235M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new FXG positions and 17 closed out — a net gain of 18 holders — while 55 added to existing stakes and 28 trimmed.
The largest buyer was Wells Fargo, adding an estimated $45.9M. The largest seller was Sterling Manor Financial, exiting entirely with an estimated $5.29M sold.
- 147 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q2 2022, up from 129 in Q1 2022.
- Funds reported $455M of First Trust Consumer Staples AlphaDEX Fund stock for Q2 2022, up 93% quarter-over-quarter.
- 35 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q2 2022 and 17 closed out, a net change of +18 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q2 2022 was Wells Fargo, an estimated $45.9M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q2 2022 was Sterling Manor Financial, an estimated $5.29M sold.
Based on aggregated 13F filings for Q2 2022.