Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TRUST CONSUMER STAPLES ALPHADEX FUND (FXG)

104 + Investors. Track Smart Money conviction in FXG. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
43%

Smart Money Signals — FXG

Based on 110 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FXG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 82% of 3.0Y peak

82% of all-time peak
110 funds currently hold this stock — 82% of the 3.0-year high of 134 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 11% fewer funds vs a year ago

fund count last 6Q
13 fewer hedge funds hold FXG compared to a year ago (-11% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 43% buying

42 buying56 selling
Last quarter: 56 funds reduced or exited vs 42 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new FXG position: 12 → 14 → 4 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 21% medium 12% new
74 out of 110 hedge funds have held FXG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

22 → 12 → 14 → 4 → 13 new funds/Q
New funds entering each quarter: 12 → 14 → 4 → 13. FXG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 70% of holders stayed 2+ years

70% veterans 8% 1-2yr 22% new
Of 110 current holders: 77 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
17 of 110 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in FXG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FXG

In 2025 Q4, 42 hedge funds were net buyers of FXG (13 opened a new position, 29 added to an existing one), while 56 reduced or exited (46 trimmed, 10 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. 63% of total institutional value in FXG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 110.

Hedge Fund Ownership: FXG

How many hedge funds hold FXG — quarterly history vs. share price
Quarterly hedge fund ownership of FXG vs. share price

Market Analysis: FXG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FXG

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: FXG
2026 Q1 Stats Unlock in 1 days 104 + Investors

Track Smart Money conviction in FXG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 104 101 2.97%
13F Shares 2M 2M 7.38%
Total Value $160M $144M 10.96%
New Positions 13 4 +9
Increased Positions 27 29 -2
Closed Positions 10 18 -8
Reduced Positions 44 48 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FXG

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Institutional Holders (2026 Q1)

104 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FXG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of FXG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Milestones Private Investment Advisors LLC 3.26% 58,095 $3.7M
2 Schrum Private Wealth Management LLC 0.73% 14,947 $952K
3 Worthington Financial Partners, LLC 0.53% 9,683 $617K
4 PACIFIC SUN FINANCIAL CORP 0.32% 10,218 $651K
5 Risk Paradigm Group, LLC 0.28% 5,179 $330K
6 Nova Wealth Management, Inc. 0.22% 5,278 $336K
7 Trueblood Wealth Management, LLC 0.21% 8,420 $537K
8 Proactive Wealth Strategies LLC 0.21% 17,258 $1.1M
9 NAVELLIER & ASSOCIATES INC 0.14% 20,341 $1.3M
10 Madden Advisory Services, Inc. 0.11% 4,544 $290K
11 Stonebridge Financial Planning Group, LLC 0.09% 3,750 $239K
12 Independent Advisor Alliance 0.08% 122,894 $7.8M
13 Keating Financial Advisory Services, Inc. 0.08% 7,394 $471K
14 Global View Capital Management LLC 0.07% 4,258 $271K
15 RPg Family Wealth Advisory, LLC 0.07% 5,329 $340K
16 Regal Investment Advisors LLC 0.06% 17,239 $1.1M
17 BELLEVUE ASSET MANAGEMENT, LLC 0.06% 1,840 $117K
18 Park Square Financial Group, LLC 0.06% 119 $8K
19 DHJJ Financial Advisors, Ltd. 0.04% 1,779 $113K
20 AMERIFLEX GROUP, INC. 0.04% 1,090 $69K
21 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.03% 25,499 $1.6M
22 PGIM Custom Harvest LLC 0.03% 28,269 $1.8M
23 GTS SECURITIES LLC 0.02% 11,006 $701K
24 Meridian Wealth Management, LLC 0.02% 10,029 $639K
25 City State Bank 0.02% 1,000 $64K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FIRST TRUST CONSUMER STAPLES ALPHADEX FUND (FXG)

What does the Smart Money Trend signal show for FXG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FXG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FXG?

More sellers than buyers — 43% buying: Last quarter: 56 funds reduced or exited vs 42 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FXG holders?

Elite ownership — 63% AUM from top-100 funds: 17 of 110 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in FXG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FXG?

67% of holders stayed for 2+ years: 74 out of 110 hedge funds have held FXG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.