First Trust Consumer Staples AlphaDEX Fund
FXG
107 hedge funds and large institutions have $152M invested in First Trust Consumer Staples AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 9 closing their positions.
167% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 9
21% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 24
13% more funds holding
Funds holding: 95 → 107 (+12)
10% more capital invested
Capital invested by funds: $138M → $152M (+$13.5M)
1.63% more ownership
Funds ownership: 52.25% → 53.88% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
+$6.96M |
| 2 |
Morgan Stanley
New York
|
+$2.78M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.53M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$776K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$696K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
-$7.16M |
| 2 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$4.93M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.68M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$856K |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$733K |
FXG Hedge Fund Activity: Q4 2021 in Review
107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q4 2021, worth a combined $152M — up 9.7% from $138M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FXG positions and 9 closed out — a net gain of 15 holders — while 29 added to existing stakes and 24 trimmed.
The largest buyer was Sterling Manor Financial, opening a new position worth an estimated $6.96M. The largest seller was Navellier & Associates, exiting entirely with an estimated $7.16M sold.
- 107 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q4 2021, up from 95 in Q3 2021.
- Funds reported $152M of First Trust Consumer Staples AlphaDEX Fund stock for Q4 2021, up 9.7% quarter-over-quarter.
- 24 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q4 2021 and 9 closed out, a net change of +15 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q4 2021 was Sterling Manor Financial, an estimated $6.96M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q4 2021 was Navellier & Associates, an estimated $7.16M sold.
Based on aggregated 13F filings for Q4 2021.