First Trust Consumer Staples AlphaDEX Fund
FXG
129 hedge funds and large institutions have $235M invested in First Trust Consumer Staples AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 11 closing their positions.
236% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 11
86% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 21
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
55% more capital invested
Capital invested by funds: $152M → $235M (+$83.5M)
21% more funds holding
Funds holding: 107 → 129 (+22)
10.66% more ownership
Funds ownership: 53.88% → 64.54% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$12.1M |
| 2 |
Morgan Stanley
New York
|
+$8.82M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$8.71M |
| 4 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
+$7.72M |
| 5 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$6.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.39M |
| 2 |
SPL
Smart Portfolios LLC
Seattle,
Washington
|
-$6.13M |
| 3 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
-$2.21M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.55M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.55M |
FXG Hedge Fund Activity: Q1 2022 in Review
129 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q1 2022, worth a combined $235M — up 55% from $152M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new FXG positions and 11 closed out — a net gain of 26 holders — while 39 added to existing stakes and 21 trimmed.
The largest buyer was IFP Advisors, adding an estimated $12.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $6.39M.
- 129 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q1 2022, up from 107 in Q4 2021.
- Funds reported $235M of First Trust Consumer Staples AlphaDEX Fund stock for Q1 2022, up 55% quarter-over-quarter.
- 37 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q1 2022 and 11 closed out, a net change of +26 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q1 2022 was IFP Advisors, an estimated $12.1M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $6.39M sold.
Based on aggregated 13F filings for Q1 2022.