First Trust Consumer Staples AlphaDEX Fund
FXG
84 hedge funds and large institutions have $94.3M invested in First Trust Consumer Staples AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 21 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
6.52% less ownership
Funds ownership: 50.04% → 43.52% (-6.5%)
16% less funds holding
Funds holding: 100 → 84 (-16)
40% less capital invested
Capital invested by funds: $157M → $94.3M (-$62.3M)
53% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 40
62% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.19M |
| 2 |
HR
Howe & Rusling
Rochester,
New York
|
+$1.13M |
| 3 |
Jane Street
New York
|
+$833K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$615K |
| 5 |
Rockefeller Capital Management
New York
|
+$585K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.61M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$4.48M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.73M |
| 4 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$3.72M |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
-$3.15M |
FXG Hedge Fund Activity: Q1 2020 in Review
84 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q1 2020, worth a combined $94.3M — down 40% from $157M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of FXG and 8 opened new positions — a net loss of 13 holders — while 40 trimmed existing stakes and 19 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $1.19M. The largest seller was AE Wealth Management, exiting entirely with an estimated $4.61M sold.
- 84 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q1 2020, down from 100 in Q4 2019.
- Funds reported $94.3M of First Trust Consumer Staples AlphaDEX Fund stock for Q1 2020, down 40% quarter-over-quarter.
- 8 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q1 2020 and 21 closed out, a net change of -13 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q1 2020 was Commonwealth Equity Services, an estimated $1.19M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q1 2020 was AE Wealth Management, an estimated $4.61M sold.
Based on aggregated 13F filings for Q1 2020.