First Trust Consumer Staples AlphaDEX Fund
FXG
79 hedge funds and large institutions have $120M invested in First Trust Consumer Staples AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 15 closing their positions.
27% more capital invested
Capital invested by funds: $94.3M → $120M (+$25.3M)
4.34% more ownership
Funds ownership: 43.52% → 47.87% (+4.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 25
6% less funds holding
Funds holding: 84 → 79 (-5)
27% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$5.95M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.09M |
| 3 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$3.74M |
| 4 |
SPL
Smart Portfolios LLC
Seattle,
Washington
|
+$3.5M |
| 5 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.64M |
| 2 |
COF
Capital One Financial
Mclean,
Virginia
|
-$1.69M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$843K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$828K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$749K |
FXG Hedge Fund Activity: Q2 2020 in Review
79 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q2 2020, worth a combined $120M — up 27% from $94.3M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of FXG and 11 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 25 added.
The largest buyer was Financial Enhancement Group, adding an estimated $5.95M. The largest seller was Morgan Stanley, cutting an estimated $3.64M.
- 79 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q2 2020, down from 84 in Q1 2020.
- Funds reported $120M of First Trust Consumer Staples AlphaDEX Fund stock for Q2 2020, up 27% quarter-over-quarter.
- 11 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q2 2020 and 15 closed out, a net change of -4 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q2 2020 was Financial Enhancement Group, an estimated $5.95M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q2 2020 was Morgan Stanley, an estimated $3.64M sold.
Based on aggregated 13F filings for Q2 2020.