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First Trust Consumer Staples AlphaDEX Fund (FXG) Institutional Ownership

First Trust Consumer Staples AlphaDEX Fund logo
$68.56 -0.06 (-0.09%)
(As of 11/13/2024 ET)
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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)
42
Total
Institutional Inflows
(last 12 months)
$53.62M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$118.05M
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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
11/13/2024Independent Advisor Alliance67,941$4.64M0.2%+7.0%1.070%
11/12/2024 Meridian Wealth Management LLC11,256$769K0.0%-5.1%0.177%
11/12/2024 Citigroup Inc.63,013$4.31M0.0%-4.6%0.992%
11/12/2024 Navellier & Associates Inc.37,903$2.59M0.4%-9.0%0.597%
11/8/2024 Stonebridge 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%
11/6/2024 Maxwell Wealth Strategies Inc.33,360$2.25M1.0%-48.3%0.525%
11/6/2024 Signature Estate & Investment Advisors LLC28,514$1.95M0.0%-1.1%0.449%
11/6/2024 Schrum 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%
11/5/2024 Harbour Investments Inc.27,583$1.89M0.1%-3.6%0.434%
11/4/2024 Sigma Planning Corp7,258$496K0.0%N/A0.114%
10/31/2024 Financial Enhancement Group LLC60,636$3.81M0.7%N/A0.955%
10/30/2024 Madden 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%
10/18/2024Key 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%
10/10/2024 Concourse Financial Group Securities Inc.2,873$196K0.0%+23.3%0.045%
10/8/2024 CWM LLC1,338$91K0.0%-38.0%0.021%
10/4/2024 HBW Advisory Services LLC6,471$442K0.1%N/A0.102%
8/22/2024Cetera Investment Advisers53,954$3.48M0.0%-27.7%0.850%
8/21/2024Truist Financial Corp18,281$1.18M0.0%-5.6%0.288%
8/16/2024 Northwestern Mutual Wealth Management Co.2,084$134K0.0%+435.7%0.033%
8/13/2024Benjamin F. Edwards & Company Inc.21,995$1.42M0.0%-2.5%0.346%
8/12/2024 RPg Family Wealth Advisory LLC6,825$440K0.1%+23.2%0.107%
8/8/2024 Envestnet Asset Management Inc.52,697$3.40M0.0%+12.1%0.830%
8/8/2024 Stonebridge Financial Planning Group LLC6,235$402K0.2%-13.9%0.098%
8/5/2024 Private Advisor Group LLC7,977$514K0.0%+9.4%0.126%
8/2/2024Belpointe Asset Management LLC14,613$942K0.1%+31.6%0.230%
7/31/2024 Bellevue Asset Management LLC1,887$122K0.1%-15.5%0.030%
7/31/2024Commonwealth Equity Services LLC28,948$1.87M0.0%-13.3%0.456%
7/30/2024 Moloney Securities Asset Management LLC26,468$1.71M0.2%-9.6%0.417%
7/30/2024 WMG Financial Advisors LLC4,658$300K0.2%-6.6%0.073%
7/30/2024 International Assets Investment Management LLC3,864$249K0.0%-14.2%0.061%
7/29/2024 Kraft Davis & Associates LLC4,718$312K0.1%-80.1%0.074%
7/26/2024 Harbour Investments Inc.28,607$1.84M0.1%-16.1%0.451%
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7/26/2024 Bensler LLC3,435$221K0.0%+17.6%0.054%
7/26/2024 Cambridge Investment Research Advisors Inc.32,945$2.12M0.0%-1.3%0.519%
7/26/2024 Signature Estate & Investment Advisors LLC28,828$1.86M0.0%N/A0.454%
7/19/2024 Pacific Sun Financial Corp14,242$918K0.5%-3.3%0.224%
7/19/2024 Western Wealth Management LLC6,086$392K0.0%-3.5%0.096%
7/19/2024Raymond James & Associates124,860$8.05M0.0%-6.3%1.966%
7/16/2024Key Client Fiduciary Advisors LLC37,770$2.43M1.2%+11.4%0.595%
7/16/2024 Wealth Enhancement Advisory Services LLC3,901$251K0.0%-8.7%0.061%
7/16/2024 Brendel Financial Advisors LLC10,290$663K0.4%-4.9%0.162%
7/10/2024Csenge Advisory Group106,418$6.86M0.4%+5.7%1.676%
7/10/2024 CWM LLC2,159$139K0.0%+58.3%0.034%
5/31/2024 Maxwell Wealth Strategies Inc.64,108$4.18M2.1%+53.7%1.010%
5/24/2024Cetera Advisors LLC5,744$393K0.0%N/A0.090%
5/24/2024Cetera Investment Advisers74,671$5.11M0.0%+182.2%1.176%
5/17/2024Coppell Advisory Solutions Corp.33,574$2.30M0.4%N/A0.529%
5/16/2024 Kraft Davis & Associates LLC23,768$1.61M0.5%-30.1%0.374%
5/10/2024 Gratus Wealth Advisors LLC24,856$1.62M0.3%-88.3%0.391%
5/9/2024 Kingsview Wealth Management LLC3,195$219K0.0%-25.1%0.050%
5/4/2024Geneos Wealth Management Inc.2,301$158K0.0%-47.7%0.036%
5/4/2024Csenge Advisory Group100,646$6.89M0.4%-4.9%1.573%
5/3/2024Rehmann Capital Advisory Group7,741$530K0.0%-24.4%0.121%
5/2/2024 Moloney Securities Asset Management LLC29,287$2.01M0.3%-5.9%0.458%
5/1/2024 Janney Montgomery Scott LLC38,302$2.62M0.0%+3.2%0.598%
5/1/2024Stegent Equity Advisors Inc.12,715$871K0.9%+34.4%0.199%
4/30/2024 Private Advisor Group LLC7,294$500K0.0%-4.4%0.114%
4/30/2024 Fortis Group Advisors LLC7,889$540K0.1%N/A0.123%
4/29/2024Commonwealth Equity Services LLC33,400$2.29M0.0%-52.8%0.522%
4/26/2024 Trueblood Wealth Management LLC10,155$696K0.4%-1.5%0.159%
4/26/2024 Bellevue Asset Management LLC2,232$153K0.1%-14.6%0.035%
4/25/2024L.M. Kohn & Company3,774$258K0.1%N/A0.059%
4/25/2024 Cambridge Investment Research Advisors Inc.33,369$2.29M0.0%-12.0%0.521%
4/23/2024Raymond James Financial Services Advisors Inc.38,048$2.61M0.0%-0.4%0.595%
4/22/2024Raymond James & Associates133,201$9.12M0.0%-33.1%2.081%
4/15/2024 Signet Financial Management LLC3,761$258K0.0%N/A0.037%
4/11/2024 International Assets Investment Management LLC4,501$307K0.0%-10.4%0.044%
3/22/2024 PNC Financial Services Group Inc.4,469$282K0.0%-14.7%0.044%
3/8/2024ICA Group Wealth Management LLC704$44K0.0%N/A0.007%
2/14/2024 Regal Investment Advisors LLC16,739$1.06M0.1%+9.8%0.164%
2/13/2024Cetera Advisor Networks LLC71,219$4.49M0.0%-30.8%0.698%
2/13/2024Belpointe Asset Management LLC4,691$296K0.0%N/A0.046%
2/12/2024Stifel Financial Corp79,313$5.00M0.0%-5.5%0.778%
2/12/2024Steward Partners Investment Advisory LLC9,388$592K0.0%-15.4%0.092%
2/12/2024 Madden Advisory Services Inc.7,790$491K0.3%-2.5%0.076%
2/9/2024 Cambridge Investment Research Advisors Inc.37,919$2.39M0.0%-5.7%0.372%
2/9/2024Wells Fargo & Company MN304,248$19.20M0.0%-23.5%2.983%
2/9/2024UBS Group AG100,414$6.34M0.0%-60.7%0.984%
2/9/2024 PNC Financial Services Group Inc.4,469$282K0.0%-14.7%0.044%
2/8/2024Independent Advisor Alliance63,863$4.03M0.1%+0.8%0.626%
2/8/2024 Kingsview Wealth Management LLC4,268$269K0.0%-10.1%0.042%
2/8/2024 Janney Montgomery Scott LLC37,113$2.34M0.0%-25.2%0.364%
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2/8/2024 Pacific Sun Financial Corp14,892$940K0.6%-1.8%0.146%
2/7/2024 Principal Securities Inc.389$25K0.0%N/A0.004%
2/7/2024 Concourse Financial Group Securities Inc.2,330$147K0.0%-10.1%0.023%
2/6/2024 Lincoln National Corp15,761$994K0.0%-12.6%0.155%
2/6/2024 Private Advisor Group LLC7,626$481K0.0%-5.0%0.075%
2/6/2024 Bellevue Asset Management LLC2,615$165K0.1%-8.9%0.026%
2/6/2024Benjamin F. Edwards & Company Inc.22,437$1.42M0.0%-22.2%0.220%
2/6/2024 Great Valley Advisor Group Inc.6,511$411K0.0%-37.6%0.064%
2/6/2024 Howe & Rusling Inc.2,481$157K0.0%-41.3%0.024%
2/5/2024 Stonebridge Financial Planning Group LLC7,240$457K0.3%-7.1%0.071%
(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, 146 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 117 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. ($188.15K), Financial Enhancement Group LLC ($121.27K), Raymond James & Associates ($120.53K), 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 4,388,358 shares in the last 24 months. This purchase volume represents approximately $273.09M in transactions.

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

Of the 99 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), Vestmark Advisory Solutions Inc. ($211.19K), IFP Advisors Inc ($204.03K), Gratus Wealth Advisors LLC ($187.45K), Cyndeo Wealth Partners LLC ($184.18K), and Raymond James & Associates ($172.96K).

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

Institutional investors have sold a total of 3,569,533 shares in the last 24 months. This volume of shares sold represents approximately $224.51M in transactions.


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This page (NYSEARCA:FXG) was last updated on 11/14/2024 by MarketBeat.com Staff
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