First Trust Consumer Staples AlphaDEX Fund
FXG
99 hedge funds and large institutions have $135M invested in First Trust Consumer Staples AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
57% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 23
18% more capital invested
Capital invested by funds: $115M → $135M (+$20.9M)
9% more funds holding
Funds holding: 91 → 99 (+8)
4.25% more ownership
Funds ownership: 46.35% → 50.59% (+4.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
+$7.21M |
| 2 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$5.37M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.29M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.22M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$3.67M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.71M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$1.13M |
| 4 |
Goldman Sachs
New York
|
-$519K |
| 5 |
BAM
Bellevue Asset Management
Bellevue,
Washington
|
-$328K |
FXG Hedge Fund Activity: Q2 2021 in Review
99 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q2 2021, worth a combined $135M — up 18% from $115M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FXG positions and 9 closed out — a net gain of 8 holders — while 36 added to existing stakes and 23 trimmed.
The largest buyer was Navellier & Associates, opening a new position worth an estimated $7.21M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $3.67M sold.
- 99 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q2 2021, up from 91 in Q1 2021.
- Funds reported $135M of First Trust Consumer Staples AlphaDEX Fund stock for Q2 2021, up 18% quarter-over-quarter.
- 17 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q2 2021 and 9 closed out, a net change of +8 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q2 2021 was Navellier & Associates, an estimated $7.21M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q2 2021 was Synergy Asset Management, an estimated $3.67M sold.
Based on aggregated 13F filings for Q2 2021.