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First Trust Consumer Staples AlphaDEX Fund (FXG) Institutional Ownership

First Trust Consumer Staples AlphaDEX Fund logo
$59.64 -0.32 (-0.54%)
As of 01:04 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)
32
Total
Institutional Inflows
(last 12 months)
$28.17M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$23.20M
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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
10/8/2026Farther Finance Advisors LLC8,853$512K0.0%-3.0%0.253%
9/23/2026Envestnet Asset Management Inc.22,591$1.42M0.0%-22.5%0.645%
9/9/2026NewEdge Advisors LLC2,060$129K0.0%-11.1%0.059%
8/23/2026Ameritas Advisory Services LLC4,896$307K0.0%N/A0.140%
7/2/2026 CX Institutional1,323$83K0.0%-81.9%0.037%
6/18/2026Western Wealth Management LLC2,773$177K0.0%-27.0%0.074%
6/3/2026NewEdge Advisors LLC2,317$148K0.0%-11.2%0.062%
5/19/2026Western Wealth Management LLC2,773$177K0.0%-27.0%0.074%
5/19/2026Bank of America Corp DE61,237$3.90M0.0%-28.3%1.633%
5/18/2026Royal Bank of Canada60,988$3.89M0.0%-2.3%1.626%
5/13/2026Cetera Investment Advisers28,824$1.84M0.0%+17.5%0.769%
5/8/2026Pacific Sun Financial Corp10,218$651K0.3%-3.9%0.272%
5/4/2026Milestones Private Investment Advisors LLC58,095$3.70M3.3%+2.6%1.549%
5/1/2026Fifth Third Bancorp2,995$191K0.0%N/A0.080%
4/30/2026Kestra Advisory Services LLC12,009$765K0.0%+4.2%0.320%
4/27/2026Private Advisor Group LLC8,614$549K0.0%+5.7%0.230%
4/27/2026Sound Income Strategies LLC3,074$196K0.0%-9.1%0.082%
4/22/2026Janney Montgomery Scott LLC27,826$1.77M0.0%-9.3%0.742%
3/17/2026Rockefeller Capital Management L.P.25,750$1.56M0.0%-6.6%0.669%
3/5/2026Worthington Financial Partners LLC8,475$514K0.5%N/A0.220%
3/4/2026Rehmann Capital Advisory Group3,793$230K0.0%-21.7%0.099%
2/18/2026Ameriflex Group Inc.1,563$95K0.0%-50.8%0.041%
2/18/2026NewEdge Advisors LLC2,609$158K0.0%-37.2%0.068%
2/18/2026IHT Wealth Management LLC5,827$354K0.0%N/A0.151%
2/17/2026Osaic Holdings Inc.52,722$3.20M0.0%+110.1%1.369%
2/17/2026Royal Bank of Canada62,431$3.79M0.0%+10.7%1.622%
2/16/2026MML Investors Services LLC8,493$515K0.0%-8.9%0.221%
2/13/2026Kestra Advisory Services LLC11,521$699K0.0%-19.1%0.299%
2/13/2026Stifel Financial Corp33,008$2.00M0.0%-19.6%0.857%
2/13/2026Wells Fargo & Company MN148,283$9.00M0.0%-3.4%3.852%
2/12/2026Commonwealth Equity Services LLC52,733$3.20M0.0%-29.9%1.370%
2/12/2026Great Valley Advisor Group Inc.5,166$313K0.0%-5.2%0.134%
2/11/2026Gateway Wealth Partners LLC3,605$219K0.0%-22.0%0.094%
2/11/2026Janney Montgomery Scott LLC30,676$1.86M0.0%-3.5%0.797%
2/11/2026LPL Financial LLC271,312$16.46M0.0%-6.1%7.047%
2/11/2026O Shaughnessy Asset Management LLC1,307$79K0.0%+1,336.3%0.034%
2/11/2026Hilton Head Capital Partners LLC410$25K0.0%N/A0.011%
2/10/2026Goldman Sachs Group Inc.49,475$3.00M0.0%+62.2%1.285%
2/10/2026Northwestern Mutual Wealth Management Co.2,132$129K0.0%+11.2%0.055%
2/9/2026Harbour Investments Inc.16,659$1.01M0.0%-12.1%0.433%
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2/6/2026Signature Estate & Investment Advisors LLC26,346$1.60M0.0%-2.4%0.684%
2/6/2026Global Retirement Partners LLC1,882$114K0.0%-29.3%0.049%
2/6/2026IFP Advisors Inc3,785$230K0.0%-6.2%0.098%
2/6/2026HighTower Advisors LLC7,034$427K0.0%-7.2%0.183%
2/5/2026Park Square Financial Group LLC701$45K0.2%+489.1%0.018%
2/5/2026Northwestern Mutual Wealth Management Co.246,681$14.97M0.0%+12,768.1%6.407%
2/5/2026Western Wealth Management LLC3,800$231K0.0%-11.9%0.099%
2/5/2026Stonebridge Financial Planning Group LLC4,425$269K0.1%-16.1%0.115%
2/5/2026Pacific Sun Financial Corp10,628$645K0.3%-12.9%0.276%
2/4/2026Independent Advisor Alliance83,822$5.09M0.1%+9.4%2.020%
2/4/2026Meridian Wealth Management LLC10,029$609K0.0%-9.2%0.242%
2/3/2026GRIMES & Co WEALTH MANAGEMENT LLC30,359$1.84M0.0%+37.1%0.732%
2/3/2026Navellier & Associates Inc.22,852$1.39M0.2%N/A0.551%
2/2/2026Truist Financial Corp16,247$986K0.0%+8.5%0.391%
1/29/2026UBS Group AG54,982$3.34M0.0%+50.1%1.325%
1/28/2026Geneos Wealth Management Inc.2,100$127K0.0%-43.1%0.051%
1/26/2026Milestones Private Investment Advisors LLC56,639$3.44M2.4%+13.6%1.365%
1/23/2026HBW Advisory Services LLC5,214$316K0.0%-34.7%0.126%
1/21/2026Sound Income Strategies LLC3,383$215K0.0%N/A0.082%
1/20/2026Stratos Wealth Partners LTD.6,860$416K0.0%+2.8%0.165%
1/14/2026Nova Wealth Management Inc.5,747$349K0.2%-38.7%0.138%
1/14/2026Global View Capital Management LLC4,423$268K0.0%-27.7%0.107%
1/13/2026CoreCap Advisors LLC844$51K0.0%-26.4%0.020%
11/20/2025Wilmington Savings Fund Society FSB777$49K0.0%N/A0.018%
11/18/2025Stonebridge Financial Planning Group LLC5,275$331K0.1%-6.8%0.123%
11/17/2025NewEdge Advisors LLC4,154$260K0.0%-5.1%0.097%
11/17/2025Susquehanna International Group LLP23,596$1.48M0.0%-46.4%0.549%
11/17/2025Flow Traders U.S. LLC4,795$301K0.0%N/A0.112%
11/17/2025Citadel Advisors LLC24,458$1.53M0.0%+73.2%0.569%
11/17/2025Bank of America Corp DE85,842$5.38M0.0%+5.3%1.996%
11/14/2025Creative Planning14,930$936K0.0%-52.4%0.347%
11/14/2025Raymond James Financial Inc.101,273$6.35M0.0%-41.5%2.355%
11/13/2025Pacific Sun Financial Corp12,198$764K0.4%-5.6%0.284%
11/13/2025Rehmann Capital Advisory Group4,844$304K0.0%-10.8%0.113%
11/13/2025UBS Group AG36,631$2.30M0.0%+89.9%0.852%
11/13/2025Ameriflex Group Inc.3,178$199K0.1%N/A0.074%
11/10/2025MAI Capital Management1,599$100K0.0%-12.7%0.037%
11/10/2025Vestmark Advisory Solutions Inc.95,687$6.00M0.1%-51.5%2.225%
11/10/2025Citigroup Inc.44,059$2.76M0.0%-23.1%1.025%
11/7/2025Founders Financial Alliance LLC715$45K0.0%N/A0.017%
11/6/2025Ameritas Advisory Services LLC5,003$314K0.0%+105.3%0.116%
11/6/2025Stratos Wealth Partners LTD.6,670$418K0.0%+12.7%0.155%
11/5/2025Signature Estate & Investment Advisors LLC27,003$1.69M0.0%-0.9%0.621%
11/5/2025Envestnet Asset Management Inc.23,829$1.49M0.0%-33.3%0.548%
11/4/2025Jones Financial Companies Lllp2,771$172K0.0%-26.3%0.064%
11/4/2025Independent Advisor Alliance76,614$4.80M0.1%+11.4%1.761%
11/3/2025Truist Financial Corp14,973$938K0.0%-14.0%0.344%
11/3/2025Belpointe Asset Management LLC8,562$537K0.0%-12.4%0.197%
10/29/2025Global View Capital Management LLC6,121$384K0.1%+13.2%0.141%
10/28/2025Wilmington Savings Fund Society FSB777$49K0.0%N/A0.018%
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10/27/2025GRIMES & Co WEALTH MANAGEMENT LLC22,144$1.39M0.0%-1.9%0.509%
10/23/2025 CX Institutional7,541$473K0.0%+1,025.5%0.173%
10/23/2025WMG Financial Advisors LLC3,463$217K0.1%-8.3%0.080%
10/22/2025CoreCap Advisors LLC1,146$72K0.0%-21.9%0.026%
10/22/2025Milestones Private Investment Advisors LLC49,852$3.12M2.1%+0.5%1.146%
10/16/2025HBW Advisory Services LLC7,988$501K0.1%+14.0%0.182%
10/15/2025CWM LLC3,525$221K0.0%+204.7%0.080%
10/15/2025World Investment Advisors4,026$252K0.0%-4.1%0.092%
10/7/2025Nova Wealth Management Inc.9,375$588K0.4%-4.4%0.213%
9/11/2025Milestones Private Investment Advisors LLC49,598$3.14M2.3%N/A1.102%


FXG Institutional Ownership - Frequently Asked Questions

During the previous two years, 111 institutional investors and hedge funds held shares of First Trust Consumer Staples AlphaDEX Fund. The most heavily invested institutionals were LPL Financial LLC ($16.46M), Raymond James & Associates ($9.18M), Wells Fargo & Company MN ($9.00M), Csenge Advisory Group ($7.28M), Raymond James Financial Inc. ($6.35M), Vestmark Advisory Solutions Inc. ($6.00M), and Independent Advisor Alliance ($5.09M).Learn more on First Trust Consumer Staples AlphaDEX Fund's institutional investors.

Of the 70 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: Northwestern Mutual Wealth Management Co. ($244.98K), Vestmark Advisory Solutions Inc. ($197.46K), Raymond James Financial Inc. ($174.32K), Financial Enhancement Group LLC ($60.64K), Milestones Private Investment Advisors LLC ($58.10K), UBS Group AG ($35.70K), and Independent Advisor Alliance ($32.43K).

Institutional investors have bought a total of 461,555 shares in the last 24 months. This purchase volume represents approximately $28.17M in transactions.

Of the 45 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: Vestmark Advisory Solutions Inc. ($101.78K), Raymond James Financial Inc. ($71.72K), Bank of America Corp DE ($24.13K), Commonwealth Equity Services LLC ($22.50K), Susquehanna International Group LLP ($20.44K), Envestnet Asset Management Inc. ($18.48K), and LPL Financial LLC ($17.77K).

Institutional investors have sold a total of 372,407 shares in the last 24 months. This volume of shares sold represents approximately $23.20M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FXG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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