First Trust Consumer Staples AlphaDEX Fund (FXG) Institutional Ownership

$68.31

+0.39 (+0.57%)

(As of 09/16/2024 ET)

Number of Institutional Buyers (last 12 months): 49
Total Institutional Inflows (last 12 months): $113.11M

Number of Institutional Sellers (last 12 months): 64
Total Institutional Outflows (last 12 months): $142.32M

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FXG Institutional Buying and Selling by Quarter

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First Trust Consumer Staples AlphaDEX Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/22/2024	Cetera Investment Advisers	53,954	$3.48M	0.0%	-27.7%	0.850%
8/21/2024	Truist Financial Corp	18,281	$1.18M	0.0%	-5.6%	0.288%
8/16/2024	Northwestern Mutual Wealth Management Co.	2,084	$134K	0.0%	+435.7%	0.033%
8/13/2024	Benjamin F. Edwards & Company Inc.	21,995	$1.42M	0.0%	-2.5%	0.346%
8/12/2024	RPg Family Wealth Advisory LLC	6,825	$440K	0.1%	+23.2%	0.107%
8/8/2024	Envestnet Asset Management Inc.	52,697	$3.40M	0.0%	+12.1%	0.830%
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8/8/2024	Stonebridge Financial Planning Group LLC	6,235	$402K	0.2%	-13.9%	0.098%
8/5/2024	Private Advisor Group LLC	7,977	$514K	0.0%	+9.4%	0.126%
8/2/2024	Belpointe Asset Management LLC	14,613	$942K	0.1%	+31.6%	0.230%
7/31/2024	Bellevue Asset Management LLC	1,887	$122K	0.1%	-15.5%	0.030%
7/31/2024	Commonwealth Equity Services LLC	28,948	$1.87M	0.0%	-13.3%	0.456%
7/30/2024	Moloney Securities Asset Management LLC	26,468	$1.71M	0.2%	-9.6%	0.417%
7/30/2024	WMG Financial Advisors LLC	4,658	$300K	0.2%	-6.6%	0.073%
7/30/2024	International Assets Investment Management LLC	3,864	$249K	0.0%	-14.2%	0.061%
7/29/2024	Kraft Davis & Associates LLC	4,718	$312K	0.1%	-80.1%	0.074%
7/26/2024	Harbour Investments Inc.	28,607	$1.84M	0.1%	-16.1%	0.451%
7/26/2024	Bensler LLC	3,435	$221K	0.0%	+17.6%	0.054%
7/26/2024	Cambridge Investment Research Advisors Inc.	32,945	$2.12M	0.0%	-1.3%	0.519%
7/26/2024	Signature Estate & Investment Advisors LLC	28,828	$1.86M	0.0%	N/A	0.454%
7/19/2024	Pacific Sun Financial Corp	14,242	$918K	0.5%	-3.3%	0.224%
7/19/2024	Western Wealth Management LLC	6,086	$392K	0.0%	-3.5%	0.096%
7/19/2024	Raymond James & Associates	124,860	$8.05M	0.0%	-6.3%	1.966%
7/16/2024	Key Client Fiduciary Advisors LLC	37,770	$2.43M	1.2%	+11.4%	0.595%
7/16/2024	Wealth Enhancement Advisory Services LLC	3,901	$251K	0.0%	-8.7%	0.061%
7/16/2024	Brendel Financial Advisors LLC	10,290	$663K	0.4%	-4.9%	0.162%
7/10/2024	Csenge Advisory Group	106,418	$6.86M	0.4%	+5.7%	1.676%
7/10/2024	CWM LLC	2,159	$139K	0.0%	+58.3%	0.034%
5/31/2024	Maxwell Wealth Strategies Inc.	64,108	$4.18M	2.1%	+53.7%	1.010%
5/24/2024	Cetera Advisors LLC	5,744	$393K	0.0%	N/A	0.090%
5/24/2024	Cetera Investment Advisers	74,671	$5.11M	0.0%	+182.2%	1.176%
5/17/2024	Coppell Advisory Solutions Corp.	33,574	$2.30M	0.4%	N/A	0.529%
5/16/2024	Kraft Davis & Associates LLC	23,768	$1.61M	0.5%	-30.1%	0.374%
5/10/2024	Gratus Wealth Advisors LLC	24,856	$1.62M	0.3%	-88.3%	0.391%
5/9/2024	Kingsview Wealth Management LLC	3,195	$219K	0.0%	-25.1%	0.050%
5/4/2024	Geneos Wealth Management Inc.	2,301	$158K	0.0%	-47.7%	0.036%
5/4/2024	Csenge Advisory Group	100,646	$6.89M	0.4%	-4.9%	1.573%
5/3/2024	Rehmann Capital Advisory Group	7,741	$530K	0.0%	-24.4%	0.121%
5/2/2024	Moloney Securities Asset Management LLC	29,287	$2.01M	0.3%	-5.9%	0.458%
5/1/2024	Janney Montgomery Scott LLC	38,302	$2.62M	0.0%	+3.2%	0.598%
5/1/2024	Stegent Equity Advisors Inc.	12,715	$871K	0.9%	+34.4%	0.199%
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4/30/2024	Private Advisor Group LLC	7,294	$500K	0.0%	-4.4%	0.114%
4/30/2024	Fortis Group Advisors LLC	7,889	$540K	0.1%	N/A	0.123%
4/29/2024	Commonwealth Equity Services LLC	33,400	$2.29M	0.0%	-52.8%	0.522%
4/26/2024	Trueblood Wealth Management LLC	10,155	$696K	0.4%	-1.5%	0.159%
4/26/2024	Bellevue Asset Management LLC	2,232	$153K	0.1%	-14.6%	0.035%
4/25/2024	L.M. Kohn & Company	3,774	$258K	0.1%	N/A	0.059%
4/25/2024	Cambridge Investment Research Advisors Inc.	33,369	$2.29M	0.0%	-12.0%	0.521%
4/23/2024	Raymond James Financial Services Advisors Inc.	38,048	$2.61M	0.0%	-0.4%	0.595%
4/22/2024	Raymond James & Associates	133,201	$9.12M	0.0%	-33.1%	2.081%
4/15/2024	Signet Financial Management LLC	3,761	$258K	0.0%	N/A	0.037%
4/11/2024	International Assets Investment Management LLC	4,501	$307K	0.0%	-10.4%	0.044%
3/22/2024	PNC Financial Services Group Inc.	4,469	$282K	0.0%	-14.7%	0.044%
3/8/2024	ICA Group Wealth Management LLC	704	$44K	0.0%	N/A	0.007%
2/14/2024	Regal Investment Advisors LLC	16,739	$1.06M	0.1%	+9.8%	0.164%
2/13/2024	Cetera Advisor Networks LLC	71,219	$4.49M	0.0%	-30.8%	0.698%
2/13/2024	Belpointe Asset Management LLC	4,691	$296K	0.0%	N/A	0.046%
2/12/2024	Stifel Financial Corp	79,313	$5.00M	0.0%	-5.5%	0.778%
2/12/2024	Steward Partners Investment Advisory LLC	9,388	$592K	0.0%	-15.4%	0.092%
2/12/2024	Madden Advisory Services Inc.	7,790	$491K	0.3%	-2.5%	0.076%
2/9/2024	Cambridge Investment Research Advisors Inc.	37,919	$2.39M	0.0%	-5.7%	0.372%
2/9/2024	Wells Fargo & Company MN	304,248	$19.20M	0.0%	-23.5%	2.983%
2/9/2024	UBS Group AG	100,414	$6.34M	0.0%	-60.7%	0.984%
2/9/2024	PNC Financial Services Group Inc.	4,469	$282K	0.0%	-14.7%	0.044%
2/8/2024	Independent Advisor Alliance	63,863	$4.03M	0.1%	+0.8%	0.626%
2/8/2024	Kingsview Wealth Management LLC	4,268	$269K	0.0%	-10.1%	0.042%
2/8/2024	Janney Montgomery Scott LLC	37,113	$2.34M	0.0%	-25.2%	0.364%
2/8/2024	Pacific Sun Financial Corp	14,892	$940K	0.6%	-1.8%	0.146%
2/7/2024	Principal Securities Inc.	389	$25K	0.0%	N/A	0.004%
2/7/2024	Concourse Financial Group Securities Inc.	2,330	$147K	0.0%	-10.1%	0.023%
2/6/2024	Lincoln National Corp	15,761	$994K	0.0%	-12.6%	0.155%
2/6/2024	Private Advisor Group LLC	7,626	$481K	0.0%	-5.0%	0.075%
2/6/2024	Bellevue Asset Management LLC	2,615	$165K	0.1%	-8.9%	0.026%
2/6/2024	Benjamin F. Edwards & Company Inc.	22,437	$1.42M	0.0%	-22.2%	0.220%
2/6/2024	Great Valley Advisor Group Inc.	6,511	$411K	0.0%	-37.6%	0.064%
2/6/2024	Howe & Rusling Inc.	2,481	$157K	0.0%	-41.3%	0.024%
2/5/2024	Stonebridge Financial Planning Group LLC	7,240	$457K	0.3%	-7.1%	0.071%
2/5/2024	Stegent Equity Advisors Inc.	9,464	$597K	0.7%	-12.8%	0.093%
2/5/2024	Kestra Private Wealth Services LLC	7,672	$484K	0.0%	N/A	0.075%
2/2/2024	Truist Financial Corp	21,340	$1.35M	0.0%	-52.0%	0.209%
2/2/2024	Atria Wealth Solutions Inc.	23,585	$1.49M	0.0%	+1.8%	0.231%
2/1/2024	Brendel Financial Advisors LLC	10,420	$657K	0.4%	-2.0%	0.102%
2/1/2024	PSI Advisors LLC	2,700	$170K	0.1%	-9.3%	0.026%
1/31/2024	Kraft Davis & Associates LLC	34,021	$2.11M	0.6%	N/A	0.334%
1/31/2024	Western Wealth Management LLC	6,354	$401K	0.0%	-10.7%	0.062%
1/30/2024	DHJJ Financial Advisors Ltd.	2,207	$139K	0.1%	-18.4%	0.022%
1/26/2024	Geneos Wealth Management Inc.	4,403	$278K	0.0%	+170.1%	0.043%
1/26/2024	Schrum Private Wealth Management LLC	13,835	$873K	1.2%	-7.4%	0.136%
1/25/2024	International Assets Investment Management LLC	5,024	$317K	0.0%	N/A	0.049%
1/24/2024	Stratos Wealth Partners LTD.	6,174	$390K	0.0%	N/A	0.061%
1/24/2024	International Assets Investment Management LLC	316,967	$20.00M	0.0%	N/A	3.108%
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1/23/2024	StrategIQ Financial Group LLC	11,433	$721K	0.1%	-8.0%	0.112%
1/23/2024	Beacon Financial Advisory LLC	4,868	$307K	0.1%	-33.0%	0.048%
1/23/2024	DAVENPORT & Co LLC	4,296	$271K	0.0%	-76.6%	0.042%
1/18/2024	Trueblood Wealth Management LLC	10,312	$651K	0.4%	N/A	0.101%
1/18/2024	Good Life Advisors LLC	15,034	$949K	0.1%	-22.9%	0.147%
1/17/2024	J Arnold Wealth Management Co	37,477	$2.36M	0.8%	-96.3%	0.367%
1/17/2024	SignalPoint Asset Management LLC	9,599	$605K	0.2%	+3.3%	0.094%
1/16/2024	Raymond James Financial Services Advisors Inc.	38,218	$2.41M	0.0%	-52.7%	0.375%
1/16/2024	Raymond James & Associates	199,218	$12.57M	0.0%	+63.2%	1.953%
1/12/2024	Cedar Brook Financial Partners LLC	30,027	$1.90M	0.4%	-6.4%	0.294%

(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, 150 institutional investors and hedge funds held shares of First Trust Consumer Staples AlphaDEX Fund. The most heavily invested institutionals were Harel Insurance Investments & Financial Services Ltd. ($56.24M), LPL Financial LLC ($24.70M), Wells Fargo & Company MN ($19.20M), Osaic Holdings Inc. ($13.37M), Virtue Capital Management LLC ($12.79M), Advisor Group Holdings Inc. ($12.66M), and NewEdge Advisors LLC ($11.37M).Learn more on FXG's institutional investors.
Which institutional investors have been buying First Trust Consumer Staples AlphaDEX Fund stock?: Of the 125 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), Harel Insurance Investments & Financial Services Ltd. ($906K), International Assets Investment Management LLC ($321.99K), Vestmark Advisory Solutions Inc. ($205.81K), Raymond James & Associates ($187.56K), Envestnet Asset Management Inc. ($99.56K), and LPL Financial LLC ($97.74K).
How much institutional buying is happening at First Trust Consumer Staples AlphaDEX Fund?: Institutional investors have bought a total of 4,822,463 shares in the last 24 months. This purchase volume represents approximately $296.76M in transactions.

Which First Trust Consumer Staples AlphaDEX Fund major shareholders have been selling company stock?: Of the 96 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), Wells Fargo & Company MN ($282.38K), Cambridge Investment Research Advisors Inc. ($276.48K), Vestmark Advisory Solutions Inc. ($211.19K), IFP Advisors Inc ($204.03K), Gratus Wealth Advisors LLC ($187.45K), and Cyndeo Wealth Partners LLC ($184.18K).
How much institutional selling is happening at First Trust Consumer Staples AlphaDEX Fund?: Institutional investors have sold a total of 3,838,895 shares in the last 24 months. This volume of shares sold represents approximately $239.24M in transactions.