First Trust Consumer Staples AlphaDEX Fund
FXG
129 hedge funds and large institutions have $226M invested in First Trust Consumer Staples AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 11 closing their positions.
118% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 11
9% more funds holding
Funds holding: 118 → 129 (+11)
1.4% less ownership
Funds ownership: 62.67% → 61.27% (-1.4%)
24% less capital inflows, than outflows
Capital inflows: $27.2M | Capital outflows: $35.8M
35% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$5.64M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.23M |
| 4 |
Advisory Services Network
Atlanta,
Georgia
|
+$1.17M |
| 5 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$873K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IHT Wealth Management
Chicago,
Illinois
|
-$10.9M |
| 2 |
Morgan Stanley
New York
|
-$6.15M |
| 3 |
Financial Enhancement Group
Anderson,
Indiana
|
-$3.81M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.92M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.8M |
FXG Hedge Fund Activity: Q4 2024 in Review
129 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q4 2024, worth a combined $226M — down 13% from $261M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FXG positions and 11 closed out — a net gain of 13 holders — while 28 added to existing stakes and 43 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $5.64M. The largest seller was IHT Wealth Management, exiting entirely with an estimated $10.9M sold.
- 129 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q4 2024, up from 118 in Q3 2024.
- Funds reported $226M of First Trust Consumer Staples AlphaDEX Fund stock for Q4 2024, down 13% quarter-over-quarter.
- 24 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q4 2024 and 11 closed out, a net change of +13 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q4 2024 was Goldman Sachs, an estimated $5.64M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q4 2024 was IHT Wealth Management, an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2024.