First Trust Consumer Staples AlphaDEX Fund
FXG
119 hedge funds and large institutions have $312M invested in First Trust Consumer Staples AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 68 reducing their positions, and 22 closing their positions.
4% less funds holding
Funds holding: 124 → 119 (-5)
4.23% less ownership
Funds ownership: 53.74% → 49.52% (-4.2%)
18% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 22
28% less capital invested
Capital invested by funds: $430M → $312M (-$118M)
74% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IH
IFC Holdings
Tampa,
Florida
|
+$2.91M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$2.65M |
| 3 |
VF
Virtu Financial
New York
|
+$2.44M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.31M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$21.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$20.8M |
| 3 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$13.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$9.07M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$6.81M |
FXG Hedge Fund Activity: Q1 2017 in Review
119 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q1 2017, worth a combined $312M — down 28% from $430M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of FXG and 18 opened new positions — a net loss of 4 holders — while 68 trimmed existing stakes and 18 added.
The largest buyer was IFC Holdings, adding an estimated $2.91M. The largest seller was Morgan Stanley, cutting an estimated $21.8M.
- 119 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q1 2017, down from 124 in Q4 2016.
- Funds reported $312M of First Trust Consumer Staples AlphaDEX Fund stock for Q1 2017, down 28% quarter-over-quarter.
- 18 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q1 2017 and 22 closed out, a net change of -4 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q1 2017 was IFC Holdings, an estimated $2.91M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q1 2017 was Morgan Stanley, an estimated $21.8M sold.
Based on aggregated 13F filings for Q1 2017.