First Trust Consumer Staples AlphaDEX Fund
FXG
92 hedge funds and large institutions have $160M invested in First Trust Consumer Staples AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 10 closing their positions.
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
6% more funds holding
Funds holding: 87 → 92 (+5)
3% less capital invested
Capital invested by funds: $165M → $160M (-$5.15M)
5.8% less ownership
Funds ownership: 49.69% → 43.88% (-5.8%)
31% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.39M |
| 2 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$2.79M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.55M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.81M |
| 5 |
BCM
Breiter Capital Management
Bradenton,
Florida
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.18M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.27M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.18M |
| 4 |
LPL Financial
San Diego,
California
|
-$3.63M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.27M |
FXG Hedge Fund Activity: Q3 2018 in Review
92 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q3 2018, worth a combined $160M — down 3.1% from $165M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FXG positions and 10 closed out — a net gain of 6 holders — while 20 added to existing stakes and 29 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.39M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $5.18M sold.
- 92 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q3 2018, up from 87 in Q2 2018.
- Funds reported $160M of First Trust Consumer Staples AlphaDEX Fund stock for Q3 2018, down 3.1% quarter-over-quarter.
- 16 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q3 2018 and 10 closed out, a net change of +6 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q3 2018 was Morgan Stanley, an estimated $8.39M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q3 2018 was Envestnet Asset Management, an estimated $5.18M sold.
Based on aggregated 13F filings for Q3 2018.