First Trust Consumer Staples AlphaDEX Fund
FXG
109 hedge funds and large institutions have $1.65B invested in First Trust Consumer Staples AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 23 reducing their positions, and 5 closing their positions.
480% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 5
122% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 23
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
45% more capital invested
Capital invested by funds: $1.14B → $1.65B (+$509M)
27% more funds holding
Funds holding: 86 → 109 (+23)
23% more call options, than puts
Call options by funds: $558K | Put options by funds: $455K
2.75% less ownership
Funds ownership: 74.91% → 72.17% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$123M |
| 2 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$56.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$54.1M |
| 4 |
Morgan Stanley
New York
|
+$31.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2.99M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.9M |
| 3 |
NES
New England Securities
New York
|
-$1.73M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$666K |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
-$466K |
FXG Hedge Fund Activity: Q4 2014 in Review
109 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q4 2014, worth a combined $1.65B — up 45% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FXG positions and 5 closed out — a net gain of 24 holders — while 51 added to existing stakes and 23 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $123M. The largest seller was JP Morgan Chase, cutting an estimated $2.99M.
- 109 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q4 2014, up from 86 in Q3 2014.
- Funds reported $1.65B of First Trust Consumer Staples AlphaDEX Fund stock for Q4 2014, up 45% quarter-over-quarter.
- 29 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q4 2014 and 5 closed out, a net change of +24 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q4 2014 was First Trust Advisors, an estimated $123M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q4 2014 was JP Morgan Chase, an estimated $2.99M sold.
Based on aggregated 13F filings for Q4 2014.