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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
OSAM
76
O'Shaughnessy Asset Management
Connecticut
$71.9K -$11.6K -179 -14%
AG
77
AmeriFlex Group
Nevada
$69.5K -$30.8K -473 -30%
NS
78
NBC Securities
Alabama
$65.4K – – –
US Bancorp
79
US Bancorp
Minnesota
$63.8K +$65.2K +1,002 New
CSB
80
City State Bank
Iowa
$63.7K – – –
CA
81
CoreCap Advisors
Michigan
$53.8K – – –
FFA
82
Founders Financial Alliance
North Carolina
$46K +$47K +723 New
HHCP
83
Hilton Head Capital Partners
South Carolina
$26.1K – – –
LFG
84
Larson Financial Group
Missouri
$18.2K – – –
S
85
SignatureFD
Georgia
$17.5K – – –
AWM
86
AE Wealth Management
Kansas
$17.3K -$4.29K -66 -20%
CIAS
87
Capital Investment Advisory Services
North Carolina
$16.1K – – –
CFD
88
Creative Financial Designs
Indiana
$15.6K +$65 +1 +0.4%
PWA
89
Physician Wealth Advisors
Utah
$15.4K – – –
MA
90
MCF Advisors
Kentucky
$15.3K – – –
FWP
91
FAS Wealth Partners
Kansas
$15K +$15.4K +236 New
WAS
92
Winch Advisory Services
Wisconsin
$14.2K +$65 +1 +0.5%
RWM
93
RMG Wealth Management
Wisconsin
$14.2K +$15.1K +232 New
AC
94
AlphaCore Capital
California
$12.2K – – –
MSG
95
Main Street Group
Virginia
$11K +$11.2K +172 New
BTI
96
Blue Trust Inc
Georgia
$10.4K +$65 +1 +0.6%
PWPS
97
Pinnacle Wealth Planning Services
Ohio
$9.81K – – –
AAP
98
Arax Advisory Partners
Colorado
$9.49K – – –
TWM
99
Topsail Wealth Management
North Carolina
$8.6K – – –
AF
100
Allworth Financial
California
$8K – – –
2 3
4
5 6

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.