First Trust Consumer Staples AlphaDEX Fund
FXG
100 hedge funds and large institutions have $157M invested in First Trust Consumer Staples AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
6% more funds holding
Funds holding: 94 → 100 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.4% less ownership
Funds ownership: 56.44% → 50.04% (-6.4%)
24% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 38
25% less capital invested
Capital invested by funds: $207M → $157M (-$50.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.03M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$1.92M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.26M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.11M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$738K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$54.6M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$4.24M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.45M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.61M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.06M |
FXG Hedge Fund Activity: Q4 2019 in Review
100 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q4 2019, worth a combined $157M — down 25% from $207M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FXG positions and 5 closed out — a net gain of 10 holders — while 29 added to existing stakes and 38 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $3.03M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $54.6M sold.
- 100 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q4 2019, up from 94 in Q3 2019.
- Funds reported $157M of First Trust Consumer Staples AlphaDEX Fund stock for Q4 2019, down 25% quarter-over-quarter.
- 15 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q4 2019 and 5 closed out, a net change of +10 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q4 2019 was Royal Bank of Canada, an estimated $3.03M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q4 2019 was Migdal Insurance & Financial Holdings, an estimated $54.6M sold.
Based on aggregated 13F filings for Q4 2019.