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First Trust Consumer Staples AlphaDEX Fund
FXG

127 hedge funds and large institutions have $226M invested in First Trust Consumer Staples AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

9% more funds holding

Funds holding: 117 → 127 (+10)

1.4% less ownership

Funds ownership: 62.67% → 61.26% (-1.4%)

13% less capital invested

Capital invested by funds: $261M → $226M (-$35M)

35% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 43

Holders
127
Holders Change
+10
Holders Change %
+8.55%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
28
Reduced
43
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$5.64M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.23M
4
ASN
Advisory Services Network
Georgia
+$1.17M
5
IAA
Independent Advisor Alliance
North Carolina
+$873K

Top Sellers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
-$10.9M
2
Morgan Stanley
Morgan Stanley
New York
-$6.15M
3
FEG
Financial Enhancement Group
Indiana
-$3.81M
4
LPL Financial
LPL Financial
California
-$2.92M
5
Bank of America
Bank of America
North Carolina
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
101
SignatureFD
Georgia
$17.6K – – –
SC
102
Stephens Consulting
Michigan
$16.4K +$67 +1 +0.4%
CIAS
103
Capital Investment Advisory Services
North Carolina
$16.1K – – –
PWA
104
Physician Wealth Advisors
Utah
$15.4K +$16.2K +241 New
MA
105
MCF Advisors
Kentucky
$15.4K – – –
WAS
106
Winch Advisory Services
Wisconsin
$13.8K +$67 +1 +0.5%
AF
107
Allworth Financial
California
$12.8K +$13.5K +200 New
ACA
108
Atlas Capital Advisors
Wyoming
$10.2K – – –
CWM
109
Copia Wealth Management
Oregon
$10.1K +$10.6K +158 New
BTI
110
Blue Trust Inc
Georgia
$10.1K +$10.6K +158 New
BCMLT
111
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.25K – – –
US Bancorp
112
US Bancorp
Minnesota
$8.97K – – –
TWM
113
Topsail Wealth Management
North Carolina
$8.65K +$9.09K +135 New
WIM
114
Westside Investment Management
California
$8.14K – – –
CI
115
CX Institutional
Indiana
$7.75K +$8.14K +121 New
T
116
Transce3nd
Texas
$7.24K +$7.61K +113 New
RIL
117
Rothschild Investment LLC
Illinois
$6.47K – – –
HNW
118
High Note Wealth
Minnesota
$6.28K +$6.59K +98 New
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$6.15K – – –
AssetMark Inc
120
AssetMark Inc
California
$6.09K – – –
SS
121
Sunbelt Securities
Texas
$6.05K – – –
DPW
122
DiNuzzo Private Wealth
Pennsylvania
$4.87K – – –
MWA
123
Medallion Wealth Advisors
Connecticut
$4.16K +$4.37K +65 New
CAM
124
Creekmur Asset Management
Illinois
$1.92K – – –
Russell Investments Group
125
Russell Investments Group
United Kingdom
$1.54K +$1.61K +24 New
2 3 4
5
6

FXG Hedge Fund Activity: Q4 2024 in Review

127 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q4 2024, worth a combined $226M — down 13% from $261M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FXG positions and 11 closed out — a net gain of 12 holders — while 28 added to existing stakes and 43 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.64M. The largest seller was IHT Wealth Management, exiting entirely with an estimated $10.9M sold.

  • 127 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q4 2024, up from 117 in Q3 2024.
  • Funds reported $226M of First Trust Consumer Staples AlphaDEX Fund stock for Q4 2024, down 13% quarter-over-quarter.
  • 23 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q4 2024 and 11 closed out, a net change of +12 holders.
  • The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q4 2024 was Goldman Sachs, an estimated $5.64M added.
  • The largest First Trust Consumer Staples AlphaDEX Fund seller in Q4 2024 was IHT Wealth Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2024.