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First Trust Consumer Staples AlphaDEX Fund
FXG

123 hedge funds and large institutions have $171M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $154M → $171M (+$16.6M)

4.39% more ownership

Funds ownership: 53.09% → 57.48% (+4.4%)

3% more funds holding

Funds holding: 120 → 123 (+3)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
36
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.1M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$12.6M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.41M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.57M
5
GC
Grimes & Company
Massachusetts
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
VCM
Virtue Capital Management
Tennessee
-$7.53M
2
Goldman Sachs
Goldman Sachs
New York
-$2.42M
3
UBS Group
UBS Group
Switzerland
-$2.14M
4
Bank of America
Bank of America
North Carolina
-$2.02M
5
ASN
Advisory Services Network
Georgia
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
101
Capital Investment Advisory Services
North Carolina
$15.9K – – –
PWA
102
Physician Wealth Advisors
Utah
$15.3K – – –
CFD
103
Creative Financial Designs
Indiana
$15.2K +$128 +2 +0.8%
MA
104
MCF Advisors
Kentucky
$15.2K – – –
WAS
105
Winch Advisory Services
Wisconsin
$13.8K +$64 +1 +0.5%
BTI
106
Blue Trust Inc
Georgia
$10.1K +$128 +2 +1%
CWM
107
Copia Wealth Management
Oregon
$10K – – –
SFA
108
Semmax Financial Advisors
North Carolina
$9.66K +$9.61K +150 New
TWM
109
Topsail Wealth Management
North Carolina
$8.54K – – –
WIM
110
Westside Investment Management
California
$8.04K – – –
AF
111
Allworth Financial
California
$7.78K +$64 +1 +0.8%
RIL
112
Rothschild Investment LLC
Illinois
$6.39K – – –
SS
113
Sunbelt Securities
Texas
$6.09K +$6.08K +95 New
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$6.08K – – –
AssetMark Inc
115
AssetMark Inc
California
$6.01K – – –
T
116
Transce3nd
Texas
$5K -$2.18K -34 -30%
DPW
117
DiNuzzo Private Wealth
Pennsylvania
$4.81K – – –
MWA
118
Medallion Wealth Advisors
Connecticut
$4.17K – – –
ACA
119
Aptus Capital Advisors
Alabama
$3.8K +$3.84K +60 New
HNW
120
High Note Wealth
Minnesota
$3.1K -$3.14K -49 -50%
CAM
121
Creekmur Asset Management
Illinois
$1.9K – – –
Russell Investments Group
122
Russell Investments Group
United Kingdom
$1.27K – – –
FCMT
123
Founders Capital Management (Texas)
Texas
$209 – – –
TPWA
124
Twin Peaks Wealth Advisors
California
$60 +$64 +1 New
VCM
125
Virtue Capital Management
Tennessee
– -$7.53M -115,222 Closed
2 3 4
5
6

FXG Hedge Fund Activity: Q2 2025 in Review

123 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q2 2025, worth a combined $171M — up 11% from $154M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FXG positions and 10 closed out — a net gain of 3 holders — while 36 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.1M. The largest seller was Virtue Capital Management, exiting entirely with an estimated $7.53M sold.

  • 123 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q2 2025, up from 120 in Q1 2025.
  • Funds reported $171M of First Trust Consumer Staples AlphaDEX Fund stock for Q2 2025, up 11% quarter-over-quarter.
  • 13 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q2 2025 and 10 closed out, a net change of +3 holders.
  • The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q2 2025 was Morgan Stanley, an estimated $14.1M added.
  • The largest First Trust Consumer Staples AlphaDEX Fund seller in Q2 2025 was Virtue Capital Management, an estimated $7.53M sold.

Based on aggregated 13F filings for Q2 2025.