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First Trust Consumer Staples AlphaDEX Fund (FXG) Institutional Ownership

First Trust Consumer Staples AlphaDEX Fund logo
$63.54 -0.12 (-0.19%)
Closing price 07/11/2025 04:10 PM Eastern
Extended Trading
$63.56 +0.02 (+0.02%)
As of 07/11/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for First Trust Consumer Staples AlphaDEX Fund (NYSEARCA:FXG)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$36.55M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$31.42M
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FXG Institutional Buying and Selling by Quarter

First Trust Consumer Staples AlphaDEX Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Farther Finance Advisors LLC9,134$578K0.0%-8.3%0.196%
7/11/2025CX 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%
6/27/2025Goldman 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%
5/20/2025Belpointe Asset Management LLC9,995$653K0.0%-30.7%0.202%
5/16/2025Coppell Advisory Solutions LLC5,425$353K0.0%-62.2%0.123%
5/16/2025Goldman Sachs Group Inc.51,107$3.34M0.0%-43.5%1.162%
5/16/2025Jones Financial Companies Lllp25,901$1.69M0.0%+2,350.4%0.589%
5/16/2025NewEdge Advisors LLC7,616$498K0.0%-23.6%0.173%
5/15/2025Royal Bank of Canada59,083$3.86M0.0%-10.8%1.343%
5/14/2025Comerica Bank2,954$193K0.0%+30.5%0.067%
5/14/2025Flow Traders U.S. LLC9,165$599K0.0%N/A0.208%
5/14/2025PGIM Custom Harvest LLC30,808$2.01M0.0%-1.3%0.700%
5/13/2025Raymond James Financial Inc.174,323$11.39M0.0%+5.4%3.962%
5/13/2025HighTower Advisors LLC11,215$733K0.0%-2.6%0.255%
5/12/2025Independent Advisor Alliance62,359$4.08M0.1%-22.9%1.417%
5/9/2025MGB Wealth Management LLC555$36K0.0%N/A0.013%
5/9/2025Atria Wealth Solutions Inc.8,628$564K0.0%-6.1%0.196%
5/9/2025PNC Financial Services Group Inc.2,030$133K0.0%-13.0%0.046%
5/8/2025Harbour Investments Inc.20,452$1.34M0.0%-5.5%0.465%
5/7/2025LPL Financial LLC287,788$18.80M0.0%-8.9%6.541%
5/6/2025Cetera Investment Advisers26,219$1.71M0.0%-6.2%0.596%
5/6/2025WMG Financial Advisors LLC4,274$279K0.1%-8.2%0.097%
5/5/2025Private Advisor Group LLC8,568$560K0.0%+9.2%0.195%
5/2/2025Sigma Planning Corp8,489$555K0.0%+9.0%0.193%
5/1/2025CWM LLC1,156$76K0.0%-13.6%0.026%
5/1/2025Park Square Financial Group LLC604$39K0.0%-66.4%0.014%
4/30/2025Moloney Securities Asset Management LLC7,950$519K0.1%-41.5%0.181%
4/30/2025Rehmann Capital Advisory Group6,938$453K0.0%-5.2%0.158%
4/30/2025Stratos Wealth Partners LTD.5,558$363K0.0%-5.2%0.126%
4/29/2025Envestnet Asset Management Inc.11,276$737K0.0%+4.4%0.256%
4/23/2025Western Wealth Management LLC4,305$281K0.0%-29.4%0.097%
4/23/2025International Assets Investment Management LLC4,424$289K0.0%-5.3%0.099%
4/22/2025Cambridge Investment Research Advisors Inc.33,216$2.17M0.0%-6.1%0.746%
4/18/2025Cornerstone Wealth Management LLC3,662$239K0.0%N/A0.082%
4/18/2025DHJJ Financial Advisors Ltd.1,778$116K0.0%-18.7%0.040%
4/17/2025Janney Montgomery Scott LLC35,140$2.30M0.0%-1.6%0.790%
4/17/2025Pacific Sun Financial Corp13,028$851K0.5%-4.1%0.293%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

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4/15/2025CX Institutional15,134$989K0.0%+12,407.4%0.340%
4/15/2025Trueblood Wealth Management LLC8,613$563K0.3%-14.5%0.194%
4/14/2025Farther 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%
2/28/2025Park 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%
2/13/2025Envestnet 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%
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%
2/10/2025Farther 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%
2/3/2025Pacific Sun Financial Corp13,578$870K0.5%-4.7%0.214%
1/31/2025Global Retirement Partners LLC3,453$221K0.0%+115.9%0.054%
1/31/2025Proactive Wealth Strategies LLC8,621$552K0.3%+18.4%0.136%
1/31/2025Atria Wealth Solutions Inc.9,191$589K0.0%-7.7%0.145%
1/31/2025Truist Financial Corp16,966$1.09M0.0%-6.2%0.267%
1/30/2025Csenge Advisory Group113,681$7.28M0.4%+3.2%1.790%
1/28/2025Moloney Securities Asset Management LLC13,589$870K0.1%-32.4%0.214%
1/22/2025Bensler LLC3,212$206K0.0%-6.8%0.051%
1/21/2025Geneos Wealth Management Inc.1,230$79K0.0%-64.6%0.019%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
1/17/2025 Key Client Fiduciary Advisors LLC51,440$3.30M1.5%+6.2%0.810%
1/17/2025Janney Montgomery Scott LLC35,703$2.29M0.0%-1.1%0.562%
1/15/2025Ameritas Advisory Services LLC5,526$354K0.0%-7.3%0.087%
1/10/2025 HBW Advisory Services LLC4,048$259K0.0%-37.4%0.064%
1/8/2025International Assets Investment Management LLC4,673$300K0.0%N/A0.074%
12/26/2024JPMorgan Chase & Co.13,684$935K0.0%+56.2%0.215%
11/25/2024World Investment Advisors LLC4,192$286K0.0%-10.1%0.066%
11/18/2024Rehmann 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%
(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, 143 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), Osaic Holdings Inc. ($13.37M), Wells Fargo & Company MN ($12.83M), Raymond James Financial Inc. ($11.39M), 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 88 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), Raymond James Financial Inc. ($174.32K), Vestmark Advisory Solutions Inc. ($129.14K), Raymond James & Associates ($98.53K), Coppell Advisory Solutions LLC ($74.18K), and Navellier & Associates Inc. ($66.29K).

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

Institutional investors have bought a total of 559,446 shares in the last 24 months. This purchase volume represents approximately $36.55M in transactions.

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

Of the 64 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), Cetera Investment Advisers ($36.15K), Maxwell Wealth Strategies Inc. ($31.50K), Bank of America Corp DE ($26.68K), Moloney Securities Asset Management LLC ($21.34K), and Kraft Davis & Associates LLC ($19.05K).

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

Institutional investors have sold a total of 481,616 shares in the last 24 months. This volume of shares sold represents approximately $31.42M in transactions.



This page (NYSEARCA:FXG) was last updated on 7/12/2025 by MarketBeat.com Staff
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