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First Trust Consumer Staples AlphaDEX Fund
FXG

148 hedge funds and large institutions have $480M invested in First Trust Consumer Staples AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

45% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 40

30% more capital invested

Capital invested by funds: $369M → $480M (+$111M)

4.51% more ownership

Funds ownership: 63.77% → 68.28% (+4.5%)

4% more funds holding

Funds holding: 142 → 148 (+6)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
58
Reduced
40
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$33.8M
2
Morgan Stanley
Morgan Stanley
New York
+$13.1M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.07M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.8M
5
NA
NewEdge Advisors
Louisiana
+$3.46M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$11.8M
2
Bank of America
Bank of America
North Carolina
-$4.54M
3
SIM
Seaview Investment Managers
Florida
-$2.76M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.79M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$687K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
101
Aveo Capital Partners
Colorado
$346K – – –
PFS
102
Prospera Financial Services
Texas
$336K +$3K +48 +0.9%
FFN
103
Focus Financial Network
Minnesota
$309K -$425K -6,795 -58%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$308K -$22.5K -359 -7%
IWM
105
IHT Wealth Management
Illinois
$300K +$299K +4,782 New
KWM
106
Kingsview Wealth Management
Oregon
$288K – – –
CI
107
CX Institutional
Indiana
$262K +$261K +4,172 New
GWP
108
Gateway Wealth Partners
Wisconsin
$232K +$231K +3,700 New
ONB
109
Old National Bancorp
Indiana
$228K – – –
OWA
110
Outlook Wealth Advisors
Texas
$222K -$313 -5 -0.1%
ASN
111
Advisory Services Network
Georgia
$205K +$204K +3,268 New
RIA
112
Realta Investment Advisors
Delaware
$202K +$32.8K +525 +20%
PA
113
PSI Advisors
Florida
$188K +$18.8K +300 +11%
BAM
114
Bellevue Asset Management
Washington
$179K -$13.1K -209 -7%
AP
115
Advisors Preferred
Maryland
$120K -$112K -1,792 -48%
CFGS
116
Concourse Financial Group Securities
Alabama
$107K -$1.38K -22 -1%
GWM
117
Geneos Wealth Management
Colorado
$102K – – –
CTB
118
Country Trust Bank
Illinois
$100K – – –
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$98K – – –
MCC
120
Money Concepts Capital
Florida
$84.5K +$75.6K +1,209 +882%
FHA
121
First Horizon Advisors
Tennessee
$74.2K +$40.1K +642 +119%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$64.3K -$11.8K -188 -16%
HNWAG
123
High Net Worth Advisory Group
Florida
$56.5K – – –
IGWM
124
ICA Group Wealth Management
Colorado
$50.5K +$50.3K +804 New
FFA
125
Founders Financial Alliance
North Carolina
$43.5K – – –
3 4
5
6 7

FXG Hedge Fund Activity: Q4 2022 in Review

148 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q4 2022, worth a combined $480M — up 30% from $369M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FXG positions and 15 closed out — a net gain of 10 holders — while 58 added to existing stakes and 40 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, opening a new position worth an estimated $33.8M. The largest seller was Wells Fargo, cutting an estimated $11.8M.

  • 148 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q4 2022, up from 142 in Q3 2022.
  • Funds reported $480M of First Trust Consumer Staples AlphaDEX Fund stock for Q4 2022, up 30% quarter-over-quarter.
  • 25 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q4 2022 and 15 closed out, a net change of +10 holders.
  • The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q4 2022 was Harel Insurance Investments & Financial Services, an estimated $33.8M added.
  • The largest First Trust Consumer Staples AlphaDEX Fund seller in Q4 2022 was Wells Fargo, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2022.