First Trust Consumer Staples AlphaDEX Fund
FXG
87 hedge funds and large institutions have $121M invested in First Trust Consumer Staples AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
2% more funds holding
Funds holding: 85 → 87 (+2)
2.4% less ownership
Funds ownership: 50.32% → 47.93% (-2.4%)
5% less capital invested
Capital invested by funds: $128M → $121M (-$6.96M)
17% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 29
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.15M |
| 2 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$899K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$841K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$822K |
| 5 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$688K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$5.88M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
-$5.68M |
| 3 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$3.83M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.57M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.28M |
FXG Hedge Fund Activity: Q4 2020 in Review
87 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q4 2020, worth a combined $121M — down 5.4% from $128M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FXG positions and 8 closed out — a net gain of 5 holders — while 24 added to existing stakes and 29 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.15M. The largest seller was Fulcrum Equity Management, cutting an estimated $5.88M.
- 87 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q4 2020, up from 85 in Q3 2020.
- Funds reported $121M of First Trust Consumer Staples AlphaDEX Fund stock for Q4 2020, down 5.4% quarter-over-quarter.
- 13 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q4 2020 and 8 closed out, a net change of +5 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q4 2020 was Citadel Advisors, an estimated $2.15M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q4 2020 was Fulcrum Equity Management, an estimated $5.88M sold.
Based on aggregated 13F filings for Q4 2020.