First Trust Consumer Staples AlphaDEX Fund
FXG
138 hedge funds and large institutions have $429M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 59 reducing their positions, and 14 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0.34% more ownership
Funds ownership: 68.02% → 68.35% (+0.34%)
3% less funds holding
Funds holding: 142 → 138 (-4)
6% less capital invested
Capital invested by funds: $456M → $429M (-$26.6M)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
29% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
+$63.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$12.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.81M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.75M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$45.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$15.5M |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$13.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.63M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.95M |
FXG Hedge Fund Activity: Q3 2023 in Review
138 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q3 2023, worth a combined $429M — down 5.8% from $456M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of FXG and 10 opened new positions — a net loss of 4 holders — while 59 trimmed existing stakes and 42 added.
The largest buyer was J. Arnold Wealth Management, adding an estimated $63.7M. The largest seller was Morgan Stanley, cutting an estimated $45.5M.
- 138 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q3 2023, down from 142 in Q2 2023.
- Funds reported $429M of First Trust Consumer Staples AlphaDEX Fund stock for Q3 2023, down 5.8% quarter-over-quarter.
- 10 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q3 2023 and 14 closed out, a net change of -4 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q3 2023 was J. Arnold Wealth Management, an estimated $63.7M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q3 2023 was Morgan Stanley, an estimated $45.5M sold.
Based on aggregated 13F filings for Q3 2023.