FIRST TRUST CONSUMER DISCRET FXD
$69.66
+0.9% 52w: $61.02 – $72.00
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data61.0266.5172.00
Jun 20, 2025 Jul 2, 2026
Institutional holders
112
-3 QoQ
13F value
$147.9M
-22.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FXD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 504.6K | $32.3M | 0.0% | +18.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 397.5K | $25.4M | 0.0% | -20.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 167.9K | $10.7M | 0.0% | -28.9% |
| LPL Financial LLC | Bank broker | 138.9K | $8.9M | 0.0% | -19.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 125.9K | $8.1M | 0.0% | -5.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 83.0K | $5.3M | 0.0% | -4.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 80.1K | $5.1M | 0.0% | -17.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 55.4K | $3.5M | 0.0% | +11.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 47.4K | $3.0M | 0.0% | -1.7% |
| UBS Group AG | Bank broker | 40.6K | $2.6M | 0.0% | -19.1% |
| ROYAL BANK OF CANADA | Bank broker | 35.3K | $2.3M | 0.0% | +7.6% |
| Paragon Private Wealth Management, LLC | Other | 34.6K | $2.2M | 0.7% | -3.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 30.8K | $2.0M | 0.0% | -41.6% |
| TradeWell Securities, LLC. | Wealth advisor | 30.0K | $1.9M | 0.8% | +13.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 25.9K | $1.7M | 0.0% | +33.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 25.8K | $1.7M | 0.0% | +0.5% |
| COTTONWOOD CAPITAL ADVISORS, LLC | Wealth advisor | 22.1K | $1.4M | 1.0% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 21.1K | $1.4M | 0.0% | -2.0% |
| NAVELLIER & ASSOCIATES INC | Other | 20.7K | $1.3M | 0.1% | New |
| Cetera Investment Advisers | Wealth advisor | 20.0K | $1.3M | 0.0% | 0.0% |
| CITIGROUP INC | Bank broker | 19.8K | $1.3M | 0.0% | +9776.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 19.0K | $1.2M | 0.0% | +6.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 18.2K | $1.2M | 0.0% | -5.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 17.3K | $1.1M | 0.0% | -38.4% |
| Schrum Private Wealth Management LLC | Wealth advisor | 14.2K | $910K | 0.7% | Held |
| STEPHENS INC /AR/ | Diversified mechanical | 14.0K | $896K | 0.0% | Held |
| PGIM Custom Harvest LLC | Wealth advisor | 13.9K | $891K | 0.0% | -8.4% |
| JPMORGAN CHASE & CO | Bank broker | 14.3K | $887K | 0.0% | -76.6% |
| Independent Advisor Alliance | Wealth advisor | 11.8K | $755K | 0.0% | New |
| Summit Financial, LLC | Wealth advisor | 11.7K | $750K | 0.0% | -4.2% |
| Qube Research & Technologies Ltd | Quant stat arb | 11.6K | $743K | 0.0% | -5.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 11.2K | $717K | 0.0% | -5.6% |
| Farther Finance Advisors, LLC | Wealth advisor | 11.0K | $711K | 0.0% | 0.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 10.8K | $691K | 0.0% | -16.4% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 10.4K | $663K | 0.0% | +171.8% |
| Retirement Planning Group, LLC | Wealth advisor | 9.7K | $619K | 0.0% | -2.8% |
| Private Advisor Group, LLC | Wealth advisor | 9.7K | $619K | 0.0% | -14.0% |
| CX Institutional | Wealth advisor | 9.0K | $574K | 0.0% | +550.9% |
| Baird Financial Group, Inc. | Diversified mechanical | 8.7K | $558K | 0.0% | -8.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 8.5K | $545K | 0.0% | -4.8% |
| MTM Investment Management, LLC | Other | 8.4K | $539K | 0.2% | -1.2% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 8.1K | $517K | 0.0% | Held |
| Elser Financial Planning, Inc | Other | 8.0K | $505K | 0.0% | New |
| IHT Wealth Management, LLC | Wealth advisor | 7.0K | $446K | 0.0% | +0.2% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 6.0K | $387K | 0.0% | -4.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 6.2K | $386K | 0.0% | +6.6% |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 5.8K | $370K | 0.0% | +3.6% |
| Hilton Head Capital Partners, LLC | Other | 5.6K | $357K | 0.2% | -0.3% |
| RPg Family Wealth Advisory, LLC | Wealth advisor | 5.1K | $329K | 0.1% | -31.9% |
| Morey & Quinn Wealth Partners, LLC | Other | 5.0K | $322K | 0.2% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.