First Trust Consumer Staples AlphaDEX Fund
FXG
135 hedge funds and large institutions have $299M invested in First Trust Consumer Staples AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 70 reducing their positions, and 21 closing their positions.
10% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 21
2.02% less ownership
Funds ownership: 68.35% → 66.33% (-2%)
2% less funds holding
Funds holding: 138 → 135 (-3)
30% less capital invested
Capital invested by funds: $429M → $299M (-$130M)
71% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 70
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.64M |
| 2 |
GS
GTS Securities
Miami,
Florida
|
+$2.23M |
| 3 |
KDA
Kraft Davis & Associates
St. Louis,
Missouri
|
+$2.04M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$662K |
| 5 |
KCFA
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
+$601K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
-$58.5M |
| 2 |
Morgan Stanley
New York
|
-$15.5M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$9.38M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$9.31M |
FXG Hedge Fund Activity: Q4 2023 in Review
135 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q4 2023, worth a combined $299M — down 30% from $429M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of FXG and 19 opened new positions — a net loss of 2 holders — while 70 trimmed existing stakes and 20 added.
The largest buyer was Raymond James & Associates, adding an estimated $4.64M. The largest seller was J. Arnold Wealth Management, cutting an estimated $58.5M.
- 135 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q4 2023, down from 138 in Q3 2023.
- Funds reported $299M of First Trust Consumer Staples AlphaDEX Fund stock for Q4 2023, down 30% quarter-over-quarter.
- 19 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q4 2023 and 21 closed out, a net change of -2 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q4 2023 was Raymond James & Associates, an estimated $4.64M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q4 2023 was J. Arnold Wealth Management, an estimated $58.5M sold.
Based on aggregated 13F filings for Q4 2023.