First Trust Consumer StaplesFXGETF

13F holders, Q1 2024 (March 31)
126holders
1famous investor
$68.41avg. 13F price*

At the end of Q1 2024, 126 institutions reported holding First Trust Consumer Staples (FXG) in their 13F filings. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($62.1M), Morgan Stanley ($32.9M) and LPL Financial LLC ($25.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
First Trust Consumer Staples
CUSIP
33734X119
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 126Q1 2024Q2 2024: 121Q2 2024Q3 2024: 117Q3 2024Q4 2024: 127Q4 2024Q1 2025: 120Q1 2025Q2 2025: 123Q2 2025Q3 2025: 110Q3 2025Q4 2025: 113Q4 2025Q1 2026: 115Q1 2026Q2 2026: 107Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions13$5.2M
Exits17$5.3M

Ownership 126 holders

Harel Insurance Investments & Financial Services Ltd. 1.20% No change 906,000 $62.1M
Morgan Stanley 0.00% Reduce -5.0% 480,236 $32.9M
LPL Financial LLC 0.01% Add +10.4% 366,385 $25.1M
Wells Fargo & Company 0.00% Reduce -15.8% 256,296 $17.6M
Raymond James & Associates 0.01% Reduce -33.1% 133,201 $9.1M
Bank of America Corp. 0.00% Reduce -0.5% 127,063 $8.7M
Csenge Advisory Group 0.39% Reduce -4.9% 100,646 $6.9M
UBS Group AG 0.00% Reduce -5.5% 94,881 $6.5M
Royal Bank of Canada 0.00% Reduce -30.4% 75,571 $5.2M
Cetera Investment Advisers 0.01% Add +182.2% 74,671 $5.1M
Citigroup Inc. 0.01% Add +8.0% 67,719 $4.6M
Independent Advisor Alliance 0.16% Add +3.5% 66,064 $4.5M
Maxwell Wealth Strategies Inc. 2.12% Add +53.7% 64,108 $4.2M
Stifel Financial Corp. 0.00% Reduce -26.7% 58,158 $4.0M
Envestnet Asset Management Inc. 0.00% Reduce -24.1% 47,002 $3.2M
Osaic Holdings, Inc. 0.01% Reduce -54.8% 40,652 $2.8M
Janney Montgomery Scott LLC 0.01% Add +3.2% 38,302 $2.6M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -0.4% 38,048 $2.6M
PGIM Custom Harvest LLC 0.06% Reduce -2.3% 37,540 $2.6M
Harbour Investments, Inc. 0.08% Reduce -12.6% 34,089 $2.3M
Key Client Fiduciary Advisors, LLC 1.23% Reduce -0.3% 33,895 $2.3M
Coppell Advisory Solutions Corp. 0.43% — 33,574 $2.3M
Commonwealth Equity Services, LLC 0.00% Reduce -52.8% 33,400 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -12.0% 33,369 $2.3M
Cedar Brook Financial Partners, LLC 0.40% Reduce -0.6% 29,862 $2.0M
Moloney Securities Asset Management, LLC 0.30% Reduce -5.8% 29,287 $2.0M
Rockefeller Capital Management L.P. 0.01% Add +0.6% 26,518 $1.8M
MML Investors Services, LLC 0.01% Reduce -6.8% 24,806 $1.7M
Gratus Wealth Advisors, LLC 0.30% Reduce -88.3% 24,856 $1.6M
Kraft, Davis & Associates, LLC 0.48% Reduce -30.1% 23,768 $1.6M
Benjamin F. Edwards & Company, Inc. 0.03% Add +0.6% 22,565 $1.5M
Truist Financial Corp. 0.00% Reduce -9.2% 19,369 $1.3M
Spire Wealth Management 0.02% No change 17,864 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -56.6% 17,563 $1.2M
Regal Investment Advisors LLC 0.08% No change 16,739 $1.1M
NewEdge Advisors, LLC 0.01% Reduce -90.7% 16,160 $1.1M
Schrum Private Wealth Management LLC 0.93% Add +8.0% 14,947 $1.0M
Pacific Sun Financial Corp 0.59% Reduce -1.1% 14,732 $1.0M
JPMorgan Chase & Co. 0.00% Add +1.1% 14,402 $1.0M
Citadel Advisors 0.00% Reduce -65.3% 14,511 $994K
HighTower Advisors, LLC 0.00% Reduce -2.0% 14,154 $969K
Goldman Sachs Group Inc. 0.00% New 14,047 $962K
Stegent Equity Advisors, Inc. 0.89% Add +34.4% 12,715 $871K
Atria Wealth Solutions, Inc. 0.01% Reduce -47.0% 12,497 $856K
Kestra Advisory Services, LLC 0.01% Reduce -1.8% 12,341 $845K
Baird Financial Group, Inc. 0.00% Reduce -40.9% 11,329 $776K
Belpointe Asset Management LLC 0.06% Add +136.6% 11,100 $760K
Brendel Financial Advisors LLC 0.85% Add +3.8% 10,819 $741K
Waverly Advisors, LLC 0.02% New 10,350 $709K
Trueblood Wealth Management, LLC 0.40% Reduce -1.5% 10,155 $696K
GTS Securities LLC 0.02% Reduce -78.6% 10,110 $692K
SignalPoint Asset Management, LLC 0.18% Reduce -0.1% 9,586 $657K
Lincoln National Corp. 0.01% Reduce -41.4% 9,243 $633K
Mgo One Seven LLC 0.03% New 9,055 $620K
Security Financial Services, INC. 0.14% No change 8,960 $614K
Steward Partners Investment Advisory, LLC 0.01% Reduce -4.9% 8,924 $611K
Fortis Group Advisors, LLC 0.10% New 7,889 $540K
Madden Advisory Services, Inc. 0.28% No change 7,790 $534K
Rehmann Capital Advisory Group 0.04% Reduce -24.4% 7,741 $530K
Good Life Advisors, LLC 0.05% Reduce -48.6% 7,723 $529K
Private Advisor Group, LLC 0.00% Reduce -4.3% 7,294 $500K
Stonebridge Financial Planning Group, LLC 0.26% No change 7,240 $496K
Navellier & Associates Inc. 0.06% New 6,868 $470K
Great Valley Advisor Group, Inc. 0.01% Add +0.3% 6,533 $448K
Mariner, LLC 0.00% Reduce -0.8% 6,532 $447K
Kestra Private Wealth Services, LLC 0.01% Reduce -17.4% 6,340 $434K
Western Wealth Management, LLC 0.03% Reduce -0.7% 6,310 $432K
Stratos Wealth Partners, LTD. 0.01% Reduce -5.9% 5,811 $398K
Ameritas Advisory Services, LLC 0.02% New 5,940 $392K
RPg Family Wealth Advisory, LLC 0.12% New 5,539 $379K
WMG Financial Advisors, LLC 0.20% Reduce -8.2% 4,986 $342K
World Investment Advisors 0.05% Reduce -0.5% 4,660 $319K
IFP Advisors, Inc 0.01% Reduce -5.0% 4,542 $311K
International Assets Investment Management, LLC 0.03% Reduce -10.4% 4,501 $307K
Jane Street Group, LLC 0.00% New 4,484 $307K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.2% 4,271 $293K
Lanark Financial, Inc. 0.03% Reduce -3.0% 3,948 $271K
Aveo Capital Partners, LLC 0.03% Reduce -2.5% 3,958 $260K
L.M. Kohn & Company 0.07% New 3,774 $258K
Signet Financial Management, LLC 0.04% New 3,761 $258K
Beacon Financial Advisory LLC 0.12% Reduce -24.2% 3,692 $253K
Tower Research Capital LLC (TRC) 0.01% Reduce -80.6% 3,675 $252K
MAI Capital Management 0.00% No change 3,612 $247K
Prospera Financial Services Inc 0.01% Add +2.3% 3,405 $233K
Kingsview Wealth Management, LLC 0.01% Reduce -25.1% 3,195 $219K
Bensler, LLC 0.03% New 2,922 $200K
PNC Financial Services Group, Inc. 0.00% Reduce -35.9% 2,865 $196K
PSI Advisors, LLC 0.07% Add +3.5% 2,795 $191K
Concourse Financial Group Securities, Inc. 0.01% No change 2,330 $160K
Geneos Wealth Management Inc. 0.01% Reduce -47.7% 2,301 $158K
Comerica Bank 0.00% No change 2,263 $155K
Bellevue Asset Management, LLC 0.09% Reduce -14.7% 2,232 $153K
DHJJ Financial Advisors, Ltd. 0.07% No change 2,207 $151K
Howe & Rusling Inc. 0.01% Reduce -20.0% 1,984 $136K
City State Bank 0.06% No change 1,945 $133K
FMR LLC 0.00% Add +24.9% 1,761 $121K
Country Trust Bank 0.00% No change 1,470 $101K
CoreCap Advisors, LLC 0.01% New 1,468 $101K
Cwm, LLC 0.00% Add +2.0% 1,364 $93K
Impact Partnership Wealth, LLC 0.04% No change 1,348 $92K
First Horizon Advisors, Inc. 0.00% Add +6.8% 1,130 $77K
ICA Group Wealth Management, LLC 0.01% No change 704 $48K
Founders Financial Alliance, LLC 0.01% No change 693 $47K
Bank of New Hampshire 0.01% No change 600 $41K
Signaturefd, LLC 0.00% Add +52.2% 417 $29K
Creative Financial Designs Inc. 0.00% Reduce -13.4% 389 $27K
Principal Securities, Inc. 0.00% No change 389 $27K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -17.9% 389 $27K
Qube Research & Technologies Ltd 0.00% No change 315 $22K
Atlas Capital Advisors Inc. 0.00% No change 300 $21K
Larson Financial Group LLC 0.00% No change 285 $20K
BlackRock Inc. 0.00% No change 274 $19K
Beacon Capital Management, LLC 0.00% Add +0.4% 258 $18K
Stephens Consulting, LLC 0.01% Reduce -37.5% 252 $17K
Capital Investment Advisory Services, LLC 0.00% No change 250 $17K
MCF Advisors LLC 0.00% No change 240 $16K
Winch Advisory Services, LLC 0.00% Add +0.9% 213 $15K
Realta Investment Advisors 0.00% New 201 $14K
Global Retirement Partners, LLC 0.00% No change 191 $13K
Westside Investment Management, Inc. 0.00% No change 152 $10K
US Bancorp \de 0.00% Reduce -67.0% 140 $10K
Rothschild Investment LLC 0.00% No change 101 $7K
Assetmark, Inc. 0.00% Reduce -9.5% 95 $7K
O'shaughnessy Asset Management, LLC 0.00% No change 46 $3K
Creekmur Asset Management LLC 0.00% No change 30 $2K
Founders Capital Management 0.00% No change 3 $220

"% of holder's portfolio" is FXG's weight in each manager's 13F, not the share of First Trust Consumer Staples the manager owns.