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First Trust Consumer Staples AlphaDEX Fund (FXG) Institutional Ownership

First Trust Consumer Staples AlphaDEX Fund logo
$64.59 +0.10 (+0.16%)
As of 05/2/2025 04:10 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)
43
Total
Institutional Inflows
(last 12 months)
$41.51M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$34.54M
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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
5/2/2025Sigma 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%
2/18/2025GTS Securities LLC13,711$878K0.0%-9.0%0.216%
2/17/2025CoreCap Advisors LLC1,293$83K0.0%-11.9%0.020%
2/17/2025Cetera Investment Advisers27,953$1.79M0.0%-32.9%0.440%
2/17/2025Citadel Advisors LLC28,888$1.85M0.0%+171.0%0.455%
2/17/2025Bank of America Corp DE96,267$6.17M0.0%-21.7%1.516%
2/17/2025Benjamin Edwards Inc.3,319$213K0.0%N/A0.052%
2/14/2025Coppell Advisory Solutions LLC14,334$913K0.1%-17.3%0.226%
2/14/2025Susquehanna International Group LLP42,251$2.71M0.0%+283.7%0.665%
2/14/2025Canal Capital Management LLC3,223$206K0.0%N/A0.051%
2/14/2025Stifel Financial Corp69,462$4.45M0.0%+3.0%1.094%
2/14/2025Tower Research Capital LLC TRC 9,209$590K0.0%N/A0.145%
2/13/2025NewEdge Advisors LLC9,975$639K0.0%-14.2%0.157%
2/13/2025LaSalle St. Investment Advisors LLC3,129$200K0.1%N/A0.049%
2/13/2025Rockefeller 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%
2/13/2025Advisory Services Network LLC17,367$1.11M0.0%N/A0.273%
2/13/2025 Envestnet Asset Management Inc.10,799$692K0.0%-56.8%0.170%
2/13/2025Wells Fargo & Company MN200,296$12.83M0.0%-2.4%3.154%
2/12/2025JPMorgan Chase & Co.13,004$833K0.0%-5.0%0.205%
2/11/2025Signature Estate & Investment Advisors LLC27,477$1.76M0.0%-3.6%0.433%
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2/11/2025LPL Financial LLC316,048$20.25M0.0%-12.1%4.977%
2/10/2025Harbour Investments Inc.21,653$1.39M0.0%-21.5%0.341%
2/10/2025Commonwealth Equity Services LLC26,650$1.71M0.0%-7.4%0.420%
2/10/2025 Farther Finance Advisors LLC393$25K0.0%-82.9%0.006%
2/7/2025HighTower Advisors LLC11,509$737K0.0%-3.8%0.181%
2/7/2025Global View Capital Management LLC3,525$226K0.1%N/A0.056%
2/7/2025Independent Advisor Alliance80,910$5.18M0.1%+19.1%1.274%
2/7/2025PNC Financial Services Group Inc.2,333$149K0.0%-7.8%0.037%
2/7/2025Schrum Private Wealth Management LLC14,947$958K0.8%-46.0%0.235%
2/6/2025Raymond James Financial Inc.165,378$10.59M0.0%N/A2.604%
2/6/2025Steward Partners Investment Advisory LLC8,246$528K0.0%-3.0%0.130%
2/6/2025Meridian Wealth Management LLC11,049$708K0.0%-1.8%0.174%
2/6/2025Jones Financial Companies Lllp1,057$68K0.0%+68.3%0.017%
2/3/2025Sigma Planning Corp7,788$499K0.0%+7.3%0.123%
2/3/2025Navellier & Associates Inc.46,596$2.99M0.4%+22.9%0.734%
2/3/2025 Pacific Sun Financial Corp13,578$870K0.5%-4.7%0.214%
1/31/2025Global Retirement Partners LLC3,453$221K0.0%+115.9%0.054%
1/31/2025 Proactive Wealth Strategies LLC8,621$552K0.3%+18.4%0.136%
1/31/2025Atria Wealth Solutions Inc.9,191$589K0.0%-7.7%0.145%
1/31/2025 Truist Financial Corp16,966$1.09M0.0%-6.2%0.267%
1/30/2025Csenge Advisory Group113,681$7.28M0.4%+3.2%1.790%
1/28/2025 Moloney Securities Asset Management LLC13,589$870K0.1%-32.4%0.214%
1/22/2025 Bensler LLC3,212$206K0.0%-6.8%0.051%
1/21/2025Geneos Wealth Management Inc.1,230$79K0.0%-64.6%0.019%
1/17/2025 Key Client Fiduciary Advisors LLC51,440$3.30M1.5%+6.2%0.810%
1/17/2025 Janney Montgomery Scott LLC35,703$2.29M0.0%-1.1%0.562%
1/15/2025 Ameritas Advisory Services LLC5,526$354K0.0%-7.3%0.087%
1/10/2025 HBW Advisory Services LLC4,048$259K0.0%-37.4%0.064%
1/8/2025 International Assets Investment Management LLC4,673$300K0.0%N/A0.074%
12/26/2024JPMorgan Chase & Co.13,684$935K0.0%+56.2%0.215%
11/25/2024 World Investment Advisors LLC4,192$286K0.0%-10.1%0.066%
11/18/2024 Rehmann Capital Advisory Group7,382$504K0.0%-2.7%0.116%
11/15/2024MML Investors Services LLC15,070$1.03M0.0%-23.9%0.237%
11/15/2024Jane Street Group LLC17,071$1.17M0.0%-47.4%0.269%
11/15/2024Stifel Financial Corp67,437$4.61M0.0%+22.4%1.062%
11/15/2024IHT Wealth Management LLC159,274$10.88M0.3%-2.2%2.508%
11/15/2024HighTower Advisors LLC11,965$819K0.0%-9.9%0.188%
11/14/2024Rockefeller Capital Management L.P.26,076$1.78M0.0%-1.2%0.411%
11/14/2024RPg Family Wealth Advisory LLC5,439$372K0.1%-20.3%0.086%
11/13/2024Independent Advisor Alliance67,941$4.64M0.2%+7.0%1.070%
11/12/2024Meridian Wealth Management LLC11,256$769K0.0%-5.1%0.177%
11/12/2024Citigroup Inc.63,013$4.31M0.0%-4.6%0.992%
11/12/2024Navellier & Associates Inc.37,903$2.59M0.4%-9.0%0.597%
11/8/2024Stonebridge Financial Planning Group LLC5,935$406K0.2%-4.8%0.093%
11/8/2024 First Horizon Advisors Inc.542$37K0.0%-52.0%0.009%
11/6/2024Maxwell Wealth Strategies Inc.33,360$2.25M1.0%-48.3%0.525%
11/6/2024Signature Estate & Investment Advisors LLC28,514$1.95M0.0%-1.1%0.449%
11/6/2024Schrum Private Wealth Management LLC27,670$1.89M1.0%+85.1%0.436%
11/5/2024 Proactive Wealth Strategies LLC7,281$497K0.3%N/A0.115%
11/5/2024Harbour Investments Inc.27,583$1.89M0.1%-3.6%0.434%
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11/4/2024Sigma Planning Corp7,258$496K0.0%N/A0.114%
10/31/2024 Financial Enhancement Group LLC60,636$3.81M0.7%N/A0.955%
10/30/2024Madden Advisory Services Inc.6,559$448K0.2%-15.8%0.103%
10/30/2024 Moloney Securities Asset Management LLC20,103$1.37M0.2%-24.0%0.317%
10/29/2024 Janney Montgomery Scott LLC36,094$2.47M0.0%-2.9%0.568%
10/29/2024 Farther Finance Advisors LLC2,299$157K0.0%N/A0.036%
10/24/2024 Wealth Enhancement Advisory Services LLC3,112$213K0.0%-20.2%0.049%
10/18/2024 Key Client Fiduciary Advisors LLC48,425$3.31M1.5%+28.2%0.763%
10/18/2024Raymond James & Associates134,384$9.18M0.0%+7.6%2.116%
10/15/2024 NBC Securities Inc.3,493$238K0.0%-7.1%0.055%
(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, 144 institutional investors and hedge funds held shares of First Trust Consumer Staples AlphaDEX Fund. The most heavily invested institutionals were LPL Financial LLC ($20.25M), Osaic Holdings Inc. ($13.37M), Wells Fargo & Company MN ($12.83M), IHT Wealth Management LLC ($10.88M), Raymond James Financial Inc. ($10.59M), Raymond James & Associates ($9.18M), and Csenge Advisory Group ($7.28M).Learn more on FXG's institutional investors.

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

Of the 94 institutional investors that purchased First Trust Consumer Staples AlphaDEX Fund 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), Raymond James Financial Inc. ($165.38K), Vestmark Advisory Solutions Inc. ($156.37K), Financial Enhancement Group LLC ($121.27K), Raymond James & Associates ($98.53K), and Coppell Advisory Solutions LLC ($74.18K).

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

Institutional investors have bought a total of 2,944,167 shares in the last 24 months. This purchase volume represents approximately $183.97M in transactions.

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

Of the 104 institutional investors that sold First Trust Consumer Staples AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: J Arnold Wealth Management Co ($972.75K), Vestmark Advisory Solutions Inc. ($211.19K), Gratus Wealth Advisors LLC ($187.45K), UBS Group AG ($154.85K), LPL Financial LLC ($115.34K), Wells Fargo & Company MN ($98.51K), and Envestnet Asset Management Inc. ($87.50K).

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

Institutional investors have sold a total of 2,843,427 shares in the last 24 months. This volume of shares sold represents approximately $180.30M in transactions.


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This page (NYSEARCA:FXG) was last updated on 5/3/2025 by MarketBeat.com Staff
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