First Trust Consumer Staples AlphaDEX Fund
FXG
87 hedge funds and large institutions have $165M invested in First Trust Consumer Staples AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 34 reducing their positions, and 14 closing their positions.
31% more capital invested
Capital invested by funds: $125M → $165M (+$39.2M)
10.36% more ownership
Funds ownership: 39.33% → 49.69% (+10%)
6% less funds holding
Funds holding: 93 → 87 (-6)
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
47% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.11M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.58M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.8M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$5.7M |
| 5 |
SPL
Smart Portfolios LLC
Seattle,
Washington
|
+$4.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.11M |
| 2 |
SWM
Segment Wealth Management
Houston,
Texas
|
-$2.1M |
| 3 |
Goldman Sachs
New York
|
-$1.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.02M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$980K |
FXG Hedge Fund Activity: Q2 2018 in Review
87 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q2 2018, worth a combined $165M — up 31% from $125M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of FXG and 9 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 18 added.
The largest buyer was Morgan Stanley, adding an estimated $9.11M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.11M.
- 87 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q2 2018, down from 93 in Q1 2018.
- Funds reported $165M of First Trust Consumer Staples AlphaDEX Fund stock for Q2 2018, up 31% quarter-over-quarter.
- 9 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q2 2018 and 14 closed out, a net change of -5 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q2 2018 was Morgan Stanley, an estimated $9.11M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q2 2018 was Raymond James Financial Services Advisors, an estimated $2.11M sold.
Based on aggregated 13F filings for Q2 2018.