First Trust Consumer Staples AlphaDEX Fund
FXG
120 hedge funds and large institutions have $154M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 49 reducing their positions, and 13 closing their positions.
6% less funds holding
Funds holding: 127 → 120 (-7)
8.26% less ownership
Funds ownership: 61.26% → 53% (-8.3%)
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
32% less capital invested
Capital invested by funds: $226M → $154M (-$71.6M)
37% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$7.39M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$2.2M |
| 3 |
GS
GTS Securities
Miami,
Florida
|
+$1.43M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.08M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$963K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
-$58M |
| 2 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$7.28M |
| 3 |
KCFA
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
-$3.3M |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
-$2.98M |
| 5 |
Goldman Sachs
New York
|
-$2.52M |
FXG Hedge Fund Activity: Q1 2025 in Review
120 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q1 2025, worth a combined $154M — down 32% from $226M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of FXG and 9 opened new positions — a net loss of 4 holders — while 49 trimmed existing stakes and 31 added.
The largest buyer was Virtue Capital Management, opening a new position worth an estimated $7.39M. The largest seller was Harel Insurance Investments & Financial Services, exiting entirely with an estimated $58M sold.
- 120 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q1 2025, down from 127 in Q4 2024.
- Funds reported $154M of First Trust Consumer Staples AlphaDEX Fund stock for Q1 2025, down 32% quarter-over-quarter.
- 9 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q1 2025 and 13 closed out, a net change of -4 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q1 2025 was Virtue Capital Management, an estimated $7.39M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q1 2025 was Harel Insurance Investments & Financial Services, an estimated $58M sold.
Based on aggregated 13F filings for Q1 2025.