FIRST TRUST CONSUMER STAPLES FXG
$64.35
+1.3% 52w: $59.14 – $68.72
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data59.1463.9368.72
Jun 20, 2025 Jul 2, 2026
Institutional holders
114
+2 QoQ
13F value
$124.5M
-10.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FXG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 268.6K | $17.1M | 0.0% | -1.0% |
| MORGAN STANLEY | Bank broker | 222.3K | $14.2M | 0.0% | -50.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 167.9K | $10.7M | 0.0% | +13.3% |
| Independent Advisor Alliance | Wealth advisor | 122.9K | $7.8M | 0.1% | +46.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 83.0K | $5.3M | 0.0% | -12.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 71.2K | $4.5M | 0.0% | +35.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 67.0K | $4.3M | 0.0% | +27.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 61.2K | $3.9M | 0.0% | -28.3% |
| ROYAL BANK OF CANADA | Bank broker | 61.0K | $3.9M | 0.0% | -2.3% |
| Milestones Private Investment Advisors LLC | Wealth advisor | 58.1K | $3.7M | 3.3% | +2.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 48.7K | $3.1M | 0.0% | +47.6% |
| CITIGROUP INC | Bank broker | 42.4K | $2.7M | 0.0% | +0.4% |
| UBS Group AG | Bank broker | 36.8K | $2.3M | 0.0% | -33.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 32.6K | $2.1M | 0.0% | +15.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 29.2K | $1.9M | 0.0% | +13.7% |
| Cetera Investment Advisers | Wealth advisor | 28.8K | $1.8M | 0.0% | +17.5% |
| PGIM Custom Harvest LLC | Wealth advisor | 28.3K | $1.8M | 0.0% | -1.9% |
| Janney Montgomery Scott LLC | Diversified mechanical | 27.8K | $1.8M | 0.0% | -9.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 27.8K | $1.8M | 0.0% | +8.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 27.3K | $1.7M | 0.0% | -44.8% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 25.5K | $1.6M | 0.0% | -3.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 22.6K | $1.4M | 0.0% | -25.6% |
| NAVELLIER & ASSOCIATES INC | Other | 20.3K | $1.3M | 0.1% | -11.0% |
| Proactive Wealth Strategies LLC | Wealth advisor | 17.3K | $1.1M | 0.2% | +99.1% |
| Regal Investment Advisors LLC | Wealth advisor | 17.2K | $1.1M | 0.1% | Held |
| TRUIST FINANCIAL CORP | Diversified mechanical | 15.8K | $1.0M | 0.0% | -3.0% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 15.1K | $963K | 0.0% | -9.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 15.0K | $956K | 0.0% | -50.8% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 15.0K | $956K | 0.0% | -9.1% |
| Schrum Private Wealth Management LLC | Wealth advisor | 14.9K | $952K | 0.7% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 14.5K | $926K | 0.0% | +58.8% |
| JPMORGAN CHASE & CO | Bank broker | 14.4K | $911K | 0.0% | +0.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 12.0K | $765K | 0.0% | +4.2% |
| Creative Planning | Wealth advisor | 11.8K | $750K | 0.0% | -14.5% |
| GTS SECURITIES LLC | Market maker | 11.0K | $701K | 0.0% | +27.7% |
| Pacific Sun Financial Corp | Wealth advisor | 10.2K | $651K | 0.3% | -3.9% |
| Meridian Wealth Management, LLC | Other | 10.0K | $639K | 0.0% | Held |
| Worthington Financial Partners, LLC | Other | 9.7K | $617K | 0.5% | +14.3% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 9.4K | $597K | 0.0% | +36.5% |
| Private Advisor Group, LLC | Wealth advisor | 8.6K | $549K | 0.0% | +5.7% |
| Waverly Advisors, LLC | Wealth advisor | 8.5K | $544K | 0.0% | -0.3% |
| Trueblood Wealth Management, LLC | Other | 8.4K | $537K | 0.2% | -3.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 7.5K | $479K | 0.0% | -5.0% |
| Keating Financial Advisory Services, Inc. | Wealth advisor | 7.4K | $471K | 0.1% | Held |
| CX Institutional | Wealth advisor | 7.3K | $467K | 0.0% | +96.1% |
| HighTower Advisors, LLC | Diversified mechanical | 6.9K | $442K | 0.0% | -1.4% |
| Belpointe Asset Management LLC | Wealth advisor | 5.5K | $350K | 0.0% | -5.0% |
| IHT Wealth Management, LLC | Wealth advisor | 5.5K | $349K | 0.0% | -5.9% |
| RPg Family Wealth Advisory, LLC | Wealth advisor | 5.3K | $340K | 0.1% | New |
| Risk Paradigm Group, LLC | Wealth advisor | 5.2K | $330K | 0.3% | New |
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.