First Trust Consumer Staples AlphaDEX Fund
FXG
93 hedge funds and large institutions have $125M invested in First Trust Consumer Staples AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 40 reducing their positions, and 15 closing their positions.
0.39% less ownership
Funds ownership: 39.72% → 39.33% (-0.39%)
7% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 15
2% less funds holding
Funds holding: 95 → 93 (-2)
15% less capital invested
Capital invested by funds: $147M → $125M (-$21.5M)
60% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.05M |
| 2 |
SWM
Segment Wealth Management
Houston,
Texas
|
+$2.17M |
| 3 |
Goldman Sachs
New York
|
+$1.14M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.05M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.84M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.91M |
| 3 |
Jane Street
New York
|
-$2.44M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.18M |
| 5 |
VF
Virtu Financial
New York
|
-$2.16M |
FXG Hedge Fund Activity: Q1 2018 in Review
93 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q1 2018, worth a combined $125M — down 15% from $147M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of FXG and 14 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 16 added.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $4.05M. The largest seller was Morgan Stanley, cutting an estimated $6.84M.
- 93 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q1 2018, down from 95 in Q4 2017.
- Funds reported $125M of First Trust Consumer Staples AlphaDEX Fund stock for Q1 2018, down 15% quarter-over-quarter.
- 14 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q1 2018 and 15 closed out, a net change of -1 holder.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q1 2018 was Raymond James Financial Services Advisors, an estimated $4.05M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q1 2018 was Morgan Stanley, an estimated $6.84M sold.
Based on aggregated 13F filings for Q1 2018.