First Trust Consumer Staples AlphaDEX Fund
FXG
64 hedge funds and large institutions have $420M invested in First Trust Consumer Staples AlphaDEX Fund in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 12 closing their positions.
68% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 19
12% more capital invested
Capital invested by funds: $376M → $420M (+$43.9M)
1.21% more ownership
Funds ownership: 64.08% → 65.29% (+1.2%)
11% less funds holding
Funds holding: 72 → 64 (-8)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
58% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.37M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.15M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$5.1M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$4.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.6M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$12.6M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$9.3M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$6.02M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
-$3.69M |
FXG Hedge Fund Activity: Q3 2013 in Review
64 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q3 2013, worth a combined $420M — up 12% from $376M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of FXG and 5 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 32 added.
The largest buyer was Morgan Stanley, adding an estimated $20.7M. The largest seller was Fidelity Investments, exiting entirely with an estimated $13.6M sold.
- 64 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q3 2013, down from 72 in Q2 2013.
- Funds reported $420M of First Trust Consumer Staples AlphaDEX Fund stock for Q3 2013, up 12% quarter-over-quarter.
- 5 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q3 2013 and 12 closed out, a net change of -7 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q3 2013 was Morgan Stanley, an estimated $20.7M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q3 2013 was Fidelity Investments, an estimated $13.6M sold.
Based on aggregated 13F filings for Q3 2013.