First Trust Consumer Staples AlphaDEX Fund
FXG
103 hedge funds and large institutions have $152M invested in First Trust Consumer Staples AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 15 closing their positions.
73% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 15
16% more capital invested
Capital invested by funds: $131M → $152M (+$20.7M)
11% more funds holding
Funds holding: 93 → 103 (+10)
4.42% more ownership
Funds ownership: 42.84% → 47.26% (+4.4%)
27% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.4M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$3.87M |
| 3 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
+$3.31M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.42M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$4.25M |
| 2 |
WAS
Winch Advisory Services
Appleton,
Wisconsin
|
-$4.18M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.22M |
| 4 |
Morgan Stanley
New York
|
-$1.66M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.42M |
FXG Hedge Fund Activity: Q1 2019 in Review
103 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q1 2019, worth a combined $152M — up 16% from $131M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new FXG positions and 15 closed out — a net gain of 11 holders — while 24 added to existing stakes and 33 trimmed.
The largest buyer was Bank of America, adding an estimated $4.4M. The largest seller was WealthSource Partners, exiting entirely with an estimated $4.25M sold.
- 103 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q1 2019, up from 93 in Q4 2018.
- Funds reported $152M of First Trust Consumer Staples AlphaDEX Fund stock for Q1 2019, up 16% quarter-over-quarter.
- 26 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q1 2019 and 15 closed out, a net change of +11 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q1 2019 was Bank of America, an estimated $4.4M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q1 2019 was WealthSource Partners, an estimated $4.25M sold.
Based on aggregated 13F filings for Q1 2019.