First Trust Consumer Staples AlphaDEX Fund
FXG
124 hedge funds and large institutions have $171M invested in First Trust Consumer Staples AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 43 reducing their positions, and 10 closing their positions.
103% more capital inflows, than outflows
Capital inflows: $42.9M | Capital outflows: $21.1M
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
4.48% more ownership
Funds ownership: 53% → 57.48% (+4.5%)
2% more funds holding
Funds holding: 121 → 124 (+3)
14% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.1M |
| 2 |
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$12.6M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.41M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.57M |
| 5 |
Grimes & Company
Westborough,
Massachusetts
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Virtue Capital Management
Brentwood,
Tennessee
|
-$7.53M |
| 2 |
Goldman Sachs
New York
|
-$2.42M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.14M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.02M |
| 5 |
Advisory Services Network
Atlanta,
Georgia
|
-$1.21M |
FXG Hedge Fund Activity: Q2 2025 in Review
124 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q2 2025, worth a combined $171M — up 11% from $154M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FXG positions and 10 closed out — a net gain of 3 holders — while 37 added to existing stakes and 43 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $14.1M. The largest seller was Virtue Capital Management, exiting entirely with an estimated $7.53M sold.
- 124 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q2 2025, up from 121 in Q1 2025.
- Funds reported $171M of First Trust Consumer Staples AlphaDEX Fund stock for Q2 2025, up 11% quarter-over-quarter.
- 13 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q2 2025 and 10 closed out, a net change of +3 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q2 2025 was Morgan Stanley, an estimated $14.1M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q2 2025 was Virtue Capital Management, an estimated $7.53M sold.
Based on aggregated 13F filings for Q2 2025.