First Trust Consumer Staples AlphaDEX Fund
FXG
117 hedge funds and large institutions have $125M invested in First Trust Consumer Staples AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 11 closing their positions.
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
2% more funds holding
Funds holding: 115 → 117 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.68% less ownership
Funds ownership: 54.65% → 52.97% (-1.7%)
29% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 41
64% less capital inflows, than outflows
Capital inflows: $11.6M | Capital outflows: $32.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$2.54M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.28M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.2M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$1.02M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$928K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.4M |
| 2 |
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$5.62M |
| 3 |
Grimes & Company
Westborough,
Massachusetts
|
-$1.84M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.57M |
| 5 |
Goldman Sachs
New York
|
-$1.44M |
FXG Hedge Fund Activity: Q1 2026 in Review
117 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Staples AlphaDEX Fund (FXG) for Q1 2026, worth a combined $125M — down 10% from $139M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FXG positions and 11 closed out — a net gain of 5 holders — while 29 added to existing stakes and 41 trimmed.
The largest buyer was Independent Advisor Alliance, adding an estimated $2.54M. The largest seller was Morgan Stanley, cutting an estimated $14.4M.
- 117 institutional investors held First Trust Consumer Staples AlphaDEX Fund (FXG) as of Q1 2026, up from 115 in Q4 2025.
- Funds reported $125M of First Trust Consumer Staples AlphaDEX Fund stock for Q1 2026, down 10% quarter-over-quarter.
- 16 funds opened new First Trust Consumer Staples AlphaDEX Fund positions in Q1 2026 and 11 closed out, a net change of +5 holders.
- The largest First Trust Consumer Staples AlphaDEX Fund buyer in Q1 2026 was Independent Advisor Alliance, an estimated $2.54M added.
- The largest First Trust Consumer Staples AlphaDEX Fund seller in Q1 2026 was Morgan Stanley, an estimated $14.4M sold.
Based on aggregated 13F filings for Q1 2026.