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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$5.64M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.23M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.17M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$873K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$10.9M |
| 2 |
Morgan Stanley
New York
|
-$6.15M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$3.81M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.92M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCMT
126
Founders Capital Management (Texas)
Houston,
Texas
| $209 | – | – | – |
|
|
NS
127
NBC Securities
Birmingham,
Alabama
| $201 | -$235K | -3,490 | -100% |
|
|
IWM
128
IHT Wealth Management
Chicago,
Illinois
| – | -$10.9M | -159,274 | Closed |
|
|
FEG
129
Financial Enhancement Group
Anderson,
Indiana
| – | -$3.81M | -60,636 | Closed |
|
130
Jane Street
New York
| – | -$1.17M | -17,071 | Closed |
|
|
MOS
131
MGO One Seven
Beachwood,
Ohio
| – | -$655K | -9,580 | Closed |
|
132
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$592K | -8,658 | Closed |
|
133
Two Sigma Investments
New York
| – | -$417K | -6,100 | Closed |
|
134
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$213K | -3,112 | Closed |
|
|
ATS
135
Ashton Thomas Securities
Rochester,
New York
| – | -$21K | -307 | Closed |
|
|
BF
136
BOK Financial
Tulsa,
Oklahoma
| – | -$17.8K | -267 | Closed |
|
|
TC
137
Truvestments Capital
Sarasota,
Florida
| – | -$16.9K | -248 | Closed |
|
|
RIA
138
Realta Investment Advisors
Wilmington,
Delaware
| – | -$13.6K | -201 | Closed |
|
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.