First Trust Consumer Staples AlphaDEX Fund
FXG
95 hedge funds and large institutions have $138M invested in First Trust Consumer Staples AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 8 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
46% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 24
1.66% more ownership
Funds ownership: 50.59% → 52.25% (+1.7%)
2% more capital invested
Capital invested by funds: $135M → $138M (+$2.78M)
4% less funds holding
Funds holding: 99 → 95 (-4)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.55M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.1M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$851K |
| 4 |
LPL Financial
San Diego,
California
|
+$346K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$308K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.4M |
| 2 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
-$1.23M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$520K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$478K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$429K |
FXG Hedge Fund Activity: Q3 2021 in Review
95 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q3 2021, worth a combined $138M — up 2.1% from $135M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of FXG and 6 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 35 added.
The largest buyer was Morgan Stanley, adding an estimated $5.55M. The largest seller was Citadel Advisors, cutting an estimated $1.4M.
- 95 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q3 2021, down from 99 in Q2 2021.
- Funds reported $138M of First Trust Consumer Staples AlphaDEX Fund stock for Q3 2021, up 2.1% quarter-over-quarter.
- 6 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q3 2021 and 8 closed out, a net change of -2 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q3 2021 was Morgan Stanley, an estimated $5.55M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q3 2021 was Citadel Advisors, an estimated $1.4M sold.
Based on aggregated 13F filings for Q3 2021.