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First Trust Consumer Staples AlphaDEX Fund (FXG) Institutional Ownership

First Trust Consumer Staples AlphaDEX Fund logo
$64.44 -0.61 (-0.94%)
As of 01:03 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)
47
Total
Institutional Inflows
(last 12 months)
$42.56M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$41.25M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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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%
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%
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%
11/8/2024First 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%
11/5/2024Proactive Wealth Strategies LLC7,281$497K0.3%N/A0.115%
11/5/2024Harbour Investments Inc.27,583$1.89M0.1%-3.6%0.434%
11/4/2024Sigma Planning Corp7,258$496K0.0%N/A0.114%
10/31/2024Financial Enhancement Group LLC60,636$3.81M0.7%N/A0.955%
10/30/2024Madden Advisory Services Inc.6,559$448K0.2%-15.8%0.103%
10/30/2024Moloney Securities Asset Management LLC20,103$1.37M0.2%-24.0%0.317%
10/29/2024Janney Montgomery Scott LLC36,094$2.47M0.0%-2.9%0.568%
10/29/2024Farther Finance Advisors LLC2,299$157K0.0%N/A0.036%
10/24/2024Wealth 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%
10/10/2024Concourse Financial Group Securities Inc.2,873$196K0.0%+23.3%0.045%
10/8/2024CWM 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%
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8/21/2024Truist Financial Corp18,281$1.18M0.0%-5.6%0.288%
8/16/2024Northwestern 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%
8/12/2024RPg Family Wealth Advisory LLC6,825$440K0.1%+23.2%0.107%
8/8/2024Envestnet Asset Management Inc.52,697$3.40M0.0%+12.1%0.830%
8/8/2024Stonebridge Financial Planning Group LLC6,235$402K0.2%-13.9%0.098%
8/5/2024Private Advisor Group LLC7,977$514K0.0%+9.4%0.126%
8/2/2024Belpointe Asset Management LLC14,613$942K0.1%+31.6%0.230%
7/31/2024Bellevue Asset Management LLC1,887$122K0.1%-15.5%0.030%
7/31/2024Commonwealth Equity Services LLC28,948$1.87M0.0%-13.3%0.456%
(Data available from 1/1/2016 forward)

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FXG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXG shares?

During the previous two years, 148 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 ($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), and Raymond James & Associates ($9.18M).Learn more on FXG's institutional investors.

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

Of the 104 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. ($366K), 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), and Raymond James & Associates ($98.53K).

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

Institutional investors have bought a total of 3,403,181 shares in the last 24 months. This purchase volume represents approximately $212.45M 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), IFP Advisors Inc ($204.03K), Gratus Wealth Advisors LLC ($187.45K), Cyndeo Wealth Partners LLC ($184.18K), UBS Group AG ($154.85K), and LPL Financial LLC ($115.34K).

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

Institutional investors have sold a total of 3,229,736 shares in the last 24 months. This volume of shares sold represents approximately $204.23M in transactions.


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This page (NYSEARCA:FXG) was last updated on 4/15/2025 by MarketBeat.com Staff
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