First Trust Consumer Staples AlphaDEX Fund
FXG
128 hedge funds and large institutions have $273M invested in First Trust Consumer Staples AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 62 reducing their positions, and 17 closing their positions.
3.88% less ownership
Funds ownership: 66.33% → 62.45% (-3.9%)
5% less funds holding
Funds holding: 135 → 128 (-7)
9% less capital invested
Capital invested by funds: $299M → $273M (-$25.6M)
12% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 17
65% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.22M |
| 3 |
MWS
Maxwell Wealth Strategies
Pleasanton,
California
|
+$1.44M |
| 4 |
Goldman Sachs
New York
|
+$903K |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$666K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWA
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
-$12.1M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$10.1M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.25M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.17M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.08M |
FXG Hedge Fund Activity: Q1 2024 in Review
128 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q1 2024, worth a combined $273M — down 8.6% from $299M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of FXG and 15 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 22 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $3.1M. The largest seller was Gratus Wealth Advisors, cutting an estimated $12.1M.
- 128 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q1 2024, down from 135 in Q4 2023.
- Funds reported $273M of First Trust Consumer Staples AlphaDEX Fund stock for Q1 2024, down 8.6% quarter-over-quarter.
- 15 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q1 2024 and 17 closed out, a net change of -2 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $3.1M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q1 2024 was Gratus Wealth Advisors, an estimated $12.1M sold.
Based on aggregated 13F filings for Q1 2024.