First Trust Consumer Staples AlphaDEX Fund
FXG
110 hedge funds and large institutions have $276M invested in First Trust Consumer Staples AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 60 reducing their positions, and 14 closing their positions.
0.71% more ownership
Funds ownership: 49.52% → 50.23% (+0.71%)
8% less funds holding
Funds holding: 119 → 110 (-9)
11% less capital invested
Capital invested by funds: $312M → $276M (-$35.6M)
50% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 14
70% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.3M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$4.28M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.04M |
| 4 |
SG Americas Securities
New York
|
+$1.65M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$488K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$9.53M |
| 2 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$7.67M |
| 3 |
LPL Financial
San Diego,
California
|
-$5.23M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$4.39M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.12M |
FXG Hedge Fund Activity: Q2 2017 in Review
110 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q2 2017, worth a combined $276M — down 11% from $312M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of FXG and 7 opened new positions — a net loss of 7 holders — while 60 trimmed existing stakes and 18 added.
The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was Wells Fargo, cutting an estimated $9.53M.
- 110 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q2 2017, down from 119 in Q1 2017.
- Funds reported $276M of First Trust Consumer Staples AlphaDEX Fund stock for Q2 2017, down 11% quarter-over-quarter.
- 7 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q2 2017 and 14 closed out, a net change of -7 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q2 2017 was Morgan Stanley, an estimated $10.3M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q2 2017 was Wells Fargo, an estimated $9.53M sold.
Based on aggregated 13F filings for Q2 2017.