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First Trust Consumer Staples AlphaDEX Fund (FXG) Institutional Ownership

First Trust Consumer Staples AlphaDEX Fund logo
$64.14 -0.82 (-1.25%)
As of 03:07 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Consumer Staples AlphaDEX Fund (NYSEARCA:FXG)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$53.21M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$32.09M
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FXG Institutional Buying and Selling by Quarter

First Trust Consumer Staples AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2025 Geneos Wealth Management Inc.3,690$234K0.0%+200.0%0.082%
8/15/2025 Tower Research Capital LLC TRC 11,616$735K0.0%+72.1%0.258%
8/15/2025 Global View Capital Management LLC5,408$342K0.1%+51.4%0.120%
8/15/2025 MML Investors Services LLC20,998$1.33M0.0%+86.3%0.467%
8/15/2025 Great Valley Advisor Group Inc.5,426$343K0.0%-10.2%0.121%
8/15/2025 Benjamin Edwards Inc.13,120$830K0.0%N/A0.292%
8/15/2025 Bank of America Corp DE81,528$5.16M0.0%-27.9%1.812%
8/14/2025 Jane Street Group LLC6,725$426K0.0%N/A0.149%
8/14/2025 Raymond James Financial Inc.172,990$10.95M0.0%-0.8%3.844%
8/14/2025 NewEdge Advisors LLC4,375$277K0.0%-42.6%0.097%
8/13/2025 PGIM Custom Harvest LLC30,557$1.93M0.0%-0.8%0.679%
8/13/2025 Gateway Wealth Partners LLC4,737$300K0.1%N/A0.105%
8/12/2025 Steward Partners Investment Advisory LLC14,679$929K0.0%+86.8%0.326%
8/12/2025 Tableaux LLC2,634$167K0.0%N/A0.059%
8/12/2025 JPMorgan Chase & Co.12,710$804K0.0%-2.1%0.282%
8/8/2025 Rockefeller Capital Management L.P.27,089$1.71M0.0%+0.7%0.595%
8/8/2025 Cetera Investment Advisers29,592$1.87M0.0%+12.9%0.650%
8/8/2025 Creative Planning31,397$1.99M0.0%-8.3%0.690%
8/6/2025 Vestmark Advisory Solutions Inc.197,464$12.50M0.2%N/A4.340%
8/5/2025 Huntington National Bank403$26K0.0%N/A0.009%
8/5/2025 Sigma Planning Corp8,180$518K0.0%-3.6%0.180%
8/4/2025 Atria Investments Inc5,137$325K0.0%N/A0.113%
8/4/2025 Spire Wealth Management4,473$283K0.0%-75.0%0.098%
8/1/2025 Envestnet Asset Management Inc.35,746$2.26M0.0%+217.0%0.786%
7/31/2025 City State Bank1,000$63K0.0%-48.6%0.022%
7/31/2025 Moloney Securities Asset Management LLC6,023$381K0.0%-24.2%0.132%
7/30/2025 Rehmann Capital Advisory Group5,429$344K0.0%-21.7%0.119%
7/29/2025 Signature Estate & Investment Advisors LLC27,239$1.72M0.0%-0.9%0.599%
7/29/2025 Stratos Wealth Partners LTD.5,920$375K0.0%+6.5%0.130%
7/28/2025 Harbour Investments Inc.20,030$1.27M0.0%-2.1%0.440%
7/25/2025 Atria Wealth Solutions Inc.8,333$536K0.0%-3.4%0.183%
7/24/2025 WMG Financial Advisors LLC3,777$239K0.1%-11.6%0.083%
7/24/2025 IFP Advisors Inc4,154$263K0.0%-3.7%0.091%
7/22/2025 Belpointe Asset Management LLC9,770$618K0.0%-2.3%0.215%
7/22/2025 Grimes & Company Inc.22,562$1.43M0.0%N/A0.496%
7/21/2025 Ameritas Advisory Services LLC2,437$154K0.0%-55.8%0.054%
7/17/2025 Janney Montgomery Scott LLC34,060$2.16M0.0%-3.1%0.749%
7/16/2025 CX Institutional670$42K0.0%-95.6%0.015%
7/14/2025 Park Avenue Securities LLC3,269$207K0.0%N/A0.072%
7/11/2025 Farther Finance Advisors LLC9,134$578K0.0%-8.3%0.196%
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7/11/2025 CX Institutional670$42K0.0%-95.6%0.014%
7/7/2025 Nova Wealth Management Inc.9,810$621K0.5%-10.1%0.211%
7/2/2025 HBW Advisory Services LLC7,010$444K0.1%+12.9%0.149%
6/27/2025 Goldman Sachs Group Inc.51,107$3.34M0.0%-43.5%1.087%
5/29/2025 Nova Wealth Management Inc.10,917$713K0.6%-13.8%0.221%
5/20/2025 Belpointe Asset Management LLC9,995$653K0.0%-30.7%0.202%
5/16/2025 Coppell Advisory Solutions LLC5,425$353K0.0%-62.2%0.123%
5/16/2025 Goldman Sachs Group Inc.51,107$3.34M0.0%-43.5%1.162%
5/16/2025 Jones Financial Companies Lllp25,901$1.69M0.0%+2,350.4%0.589%
5/16/2025 NewEdge Advisors LLC7,616$498K0.0%-23.6%0.173%
5/15/2025 Royal Bank of Canada59,083$3.86M0.0%-10.8%1.343%
5/14/2025 Comerica Bank2,954$193K0.0%+30.5%0.067%
5/14/2025 Flow Traders U.S. LLC9,165$599K0.0%N/A0.208%
5/14/2025 PGIM Custom Harvest LLC30,808$2.01M0.0%-1.3%0.700%
5/13/2025 Raymond James Financial Inc.174,323$11.39M0.0%+5.4%3.962%
5/13/2025 HighTower Advisors LLC11,215$733K0.0%-2.6%0.255%
5/12/2025 Independent Advisor Alliance62,359$4.08M0.1%-22.9%1.417%
5/9/2025 MGB Wealth Management LLC555$36K0.0%N/A0.013%
5/9/2025 Atria Wealth Solutions Inc.8,628$564K0.0%-6.1%0.196%
5/9/2025 PNC Financial Services Group Inc.2,030$133K0.0%-13.0%0.046%
5/8/2025 Harbour Investments Inc.20,452$1.34M0.0%-5.5%0.465%
5/7/2025 LPL Financial LLC287,788$18.80M0.0%-8.9%6.541%
5/6/2025 Cetera Investment Advisers26,219$1.71M0.0%-6.2%0.596%
5/6/2025 WMG Financial Advisors LLC4,274$279K0.1%-8.2%0.097%
5/5/2025 Private Advisor Group LLC8,568$560K0.0%+9.2%0.195%
5/2/2025 Sigma Planning Corp8,489$555K0.0%+9.0%0.193%
5/1/2025 CWM LLC1,156$76K0.0%-13.6%0.026%
5/1/2025 Park Square Financial Group LLC604$39K0.0%-66.4%0.014%
4/30/2025 Moloney Securities Asset Management LLC7,950$519K0.1%-41.5%0.181%
4/30/2025 Rehmann Capital Advisory Group6,938$453K0.0%-5.2%0.158%
4/30/2025 Stratos Wealth Partners LTD.5,558$363K0.0%-5.2%0.126%
4/29/2025 Envestnet Asset Management Inc.11,276$737K0.0%+4.4%0.256%
4/23/2025 Western Wealth Management LLC4,305$281K0.0%-29.4%0.097%
4/23/2025 International Assets Investment Management LLC4,424$289K0.0%-5.3%0.099%
4/22/2025 Cambridge Investment Research Advisors Inc.33,216$2.17M0.0%-6.1%0.746%
4/18/2025 Cornerstone Wealth Management LLC3,662$239K0.0%N/A0.082%
4/18/2025 DHJJ Financial Advisors Ltd.1,778$116K0.0%-18.7%0.040%
4/17/2025 Janney Montgomery Scott LLC35,140$2.30M0.0%-1.6%0.790%
4/17/2025 Pacific Sun Financial Corp13,028$851K0.5%-4.1%0.293%
4/15/2025 CX Institutional15,134$989K0.0%+12,407.4%0.340%
4/15/2025 Trueblood Wealth Management LLC8,613$563K0.3%-14.5%0.194%
4/14/2025 Farther Finance Advisors LLC9,956$654K0.0%+2,433.3%0.224%
4/9/2025 HBW Advisory Services LLC6,209$406K0.1%+53.4%0.140%
4/9/2025 NBC Securities Inc.1,246$81K0.0%+41,433.3%0.028%
2/28/2025 Park Square Financial Group LLC1,796$115K0.1%N/A0.028%
2/18/2025 GTS Securities LLC13,711$878K0.0%-9.0%0.216%
2/17/2025 CoreCap Advisors LLC1,293$83K0.0%-11.9%0.020%
2/17/2025 Cetera Investment Advisers27,953$1.79M0.0%-32.9%0.440%
2/17/2025 Citadel Advisors LLC28,888$1.85M0.0%+171.0%0.455%
2/17/2025 Bank of America Corp DE96,267$6.17M0.0%-21.7%1.516%
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2/17/2025 Benjamin Edwards Inc.3,319$213K0.0%N/A0.052%
2/14/2025 Coppell Advisory Solutions LLC14,334$913K0.1%-17.3%0.226%
2/14/2025 Susquehanna International Group LLP42,251$2.71M0.0%+283.7%0.665%
2/14/2025Canal Capital Management LLC3,223$206K0.0%N/A0.051%
2/14/2025 Stifel Financial Corp69,462$4.45M0.0%+3.0%1.094%
2/14/2025 Tower Research Capital LLC TRC 9,209$590K0.0%N/A0.145%
2/13/2025 NewEdge Advisors LLC9,975$639K0.0%-14.2%0.157%
2/13/2025 LaSalle St. Investment Advisors LLC3,129$200K0.1%N/A0.049%
2/13/2025 Rockefeller Capital Management L.P.26,332$1.69M0.0%+1.0%0.415%
2/13/2025Maxwell Wealth Strategies Inc.32,977$2.11M0.9%-1.1%0.519%
(Data available from 1/1/2016 forward)

FXG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXG shares?

During the previous two years, 141 institutional investors and hedge funds held shares of First Trust Consumer Staples AlphaDEX Fund. The most heavily invested institutionals were LPL Financial LLC ($18.80M), Wells Fargo & Company MN ($12.83M), Vestmark Advisory Solutions Inc. ($12.50M), Raymond James Financial Inc. ($10.95M), IHT Wealth Management LLC ($10.88M), Raymond James & Associates ($9.18M), and Csenge Advisory Group ($7.28M).Learn more on First Trust Consumer Staples AlphaDEX Fund's institutional investors.

Which institutional investors have been buying First Trust Consumer Staples AlphaDEX Fund's stock?

Of the 86 institutional investors that purchased First Trust Consumer Staples AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: J Arnold Wealth Management Co ($1.01M), International Assets Investment Management LLC ($326.66K), Vestmark Advisory Solutions Inc. ($197.46K), Raymond James Financial Inc. ($174.32K), Raymond James & Associates ($98.53K), Financial Enhancement Group LLC ($60.64K), and Cetera Investment Advisers ($51.58K).

How much institutional buying is happening at First Trust Consumer Staples AlphaDEX Fund?

Institutional investors have bought a total of 823,515 shares in the last 24 months. This purchase volume represents approximately $53.21M in transactions.

Which of First Trust Consumer Staples AlphaDEX Fund's major shareholders have been selling company stock?

Of the 66 institutional investors that sold First Trust Consumer Staples AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($78.61K), LPL Financial LLC ($71.64K), Bank of America Corp DE ($58.26K), Maxwell Wealth Strategies Inc. ($31.50K), CX Institutional ($28.93K), Moloney Securities Asset Management LLC ($20.45K), and Independent Advisor Alliance ($18.55K).

How much institutional selling is happening at First Trust Consumer Staples AlphaDEX Fund?

Institutional investors have sold a total of 493,446 shares in the last 24 months. This volume of shares sold represents approximately $32.09M in transactions.


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This page (NYSEARCA:FXG) was last updated on 8/28/2025 by MarketBeat.com Staff
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