First Trust Consumer StaplesFXGETF
13F holders, Q3 2024 (September 30)117holders −4
11new positions
15sold out
1famous investor
$68.20avg. 13F price*
At the end of Q3 2024, 117 institutions reported holding First Trust Consumer Staples (FXG) in their 13F filings, down 4 from Q2 2024. 11 opened new positions and 15 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($61.9M), Morgan Stanley ($30.9M) and LPL Financial LLC ($24.6M). 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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.6M |
| Exits | 15 | $4.7M |
All 13F filers, Q2 2024 → Q3 2024: 152,750 shares bought and 336,206 shares sold, net −183,456 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| Harel Insurance Investments & Financial Services Ltd. | 1.07% | No change | 906,000 | $61.9M |
| Morgan Stanley | 0.00% | Reduce -1.7% | 452,650 | $30.9M |
| LPL Financial LLC | 0.01% | Reduce -0.9% | 359,428 | $24.6M |
| Wells Fargo & Company | 0.00% | Reduce -13.5% | 205,309 | $14.0M |
| IHT Wealth Management, LLC | 0.31% | Reduce -2.3% | 159,274 | $10.9M |
| Raymond James & Associates | 0.01% | Add +7.6% | 134,384 | $9.2M |
| Bank of America Corp. | 0.00% | Reduce -6.7% | 122,945 | $8.4M |
| Csenge Advisory Group | 0.39% | Add +3.5% | 110,124 | $7.4M |
| UBS Group AG | 0.00% | Reduce -8.0% | 90,191 | $6.2M |
| Independent Advisor Alliance | 0.17% | Add +7.0% | 67,941 | $4.6M |
| Stifel Financial Corp. | 0.00% | Add +22.4% | 67,437 | $4.6M |
| Royal Bank of Canada | 0.00% | Reduce -1.5% | 66,652 | $4.6M |
| Citigroup Inc. | 0.00% | Reduce -4.5% | 63,013 | $4.3M |
| Financial Enhancement Group LLC | 0.74% | New | 60,636 | $3.8M |
| Key Client Fiduciary Advisors, LLC | 1.51% | Add +28.2% | 48,425 | $3.3M |
| Cetera Investment Advisers | 0.01% | Reduce -22.8% | 41,651 | $2.8M |
| Navellier & Associates Inc. | 0.35% | Reduce -9.0% | 37,903 | $2.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.3% | 36,426 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.9% | 36,094 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.2% | 34,341 | $2.3M |
| Maxwell Wealth Strategies Inc. | 0.96% | Reduce -48.3% | 33,360 | $2.3M |
| PGIM Custom Harvest LLC | 0.04% | Reduce -0.0% | 32,229 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.6% | 28,780 | $2.0M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -1.1% | 28,514 | $1.9M |
| Schrum Private Wealth Management LLC | 0.98% | Add +85.1% | 27,670 | $1.9M |
| Harbour Investments, Inc. | 0.06% | Reduce -3.6% | 27,583 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.2% | 26,076 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -52.6% | 24,998 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.4% | 23,254 | $1.6M |
| Moloney Securities Asset Management, LLC | 0.19% | Reduce -24.1% | 20,103 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -1.0% | 18,095 | $1.2M |
| Spire Wealth Management | 0.04% | Add +0.0% | 17,864 | $1.2M |
| Coppell Advisory Solutions LLC | 0.17% | Reduce -5.2% | 17,326 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -47.4% | 17,071 | $1.2M |
| Regal Investment Advisors LLC | 0.08% | No change | 16,739 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -23.9% | 15,070 | $1.0M |
| GTS Securities LLC | 0.02% | Reduce -26.8% | 15,067 | $1.0M |
| Belpointe Asset Management LLC | 0.06% | Reduce -1.4% | 14,416 | $985K |
| Pacific Sun Financial Corp | 0.54% | No change | 14,242 | $973K |
| JPMorgan Chase & Co. | 0.00% | Add +56.3% | 13,684 | $935K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.9% | 11,965 | $819K |
| NewEdge Advisors, LLC | 0.01% | Add +11.4% | 11,624 | $794K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -11.9% | 11,392 | $778K |
| Meridian Wealth Management, LLC | 0.04% | Reduce -5.1% | 11,256 | $769K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.2% | 11,012 | $752K |
| Citadel Advisors | 0.00% | Reduce -67.6% | 10,661 | $728K |
| Trueblood Wealth Management, LLC | 0.35% | Reduce -0.8% | 10,076 | $688K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -20.0% | 9,958 | $680K |
| Waverly Advisors, LLC | 0.01% | No change | 9,862 | $674K |
| Mgo One Seven LLC | 0.03% | Add +11.7% | 9,580 | $655K |
| SignalPoint Asset Management, LLC | 0.15% | Reduce -0.1% | 9,560 | $651K |
| Baird Financial Group, Inc. | 0.00% | Reduce -32.9% | 8,658 | $592K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.9% | 8,500 | $581K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.3% | 7,957 | $544K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -2.7% | 7,382 | $504K |
| Proactive Wealth Strategies LLC | 0.28% | — | 7,281 | $497K |
| Sigma Planning Corp | 0.02% | New | 7,258 | $496K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -72.9% | 6,562 | $448K |
| Madden Advisory Services, Inc. | 0.21% | Reduce -15.8% | 6,559 | $448K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.2% | 6,487 | $444K |
| HBW Advisory Services LLC | 0.06% | New | 6,471 | $442K |
| Western Wealth Management, LLC | 0.02% | Add +4.5% | 6,358 | $434K |
| Two Sigma Investments, LP | 0.00% | New | 6,100 | $417K |
| Ameritas Advisory Services, LLC | 0.02% | Add +0.3% | 5,962 | $407K |
| Stonebridge Financial Planning Group, LLC | 0.19% | Reduce -4.8% | 5,935 | $406K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.7% | 5,858 | $400K |
| WMG Financial Advisors, LLC | 0.14% | No change | 4,658 | $318K |
| IFP Advisors, Inc | 0.01% | Reduce -8.3% | 4,312 | $295K |
| World Investment Advisors | 0.01% | Reduce -10.1% | 4,192 | $286K |
| Aveo Capital Partners, LLC | 0.03% | No change | 3,958 | $270K |
| Lanark Financial, Inc. | 0.02% | Reduce -7.1% | 3,493 | $238K |
| Geneos Wealth Management Inc. | 0.01% | Add +112.9% | 3,470 | $237K |
| Bensler, LLC | 0.03% | Add +0.3% | 3,447 | $236K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -20.2% | 3,112 | $213K |
| Equitable Holdings, Inc. | 0.00% | New | 3,102 | $212K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +23.3% | 2,873 | $196K |
| PSI Advisors, LLC | 0.06% | Reduce -0.2% | 2,804 | $192K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.5% | 2,530 | $173K |
| Farther Finance Advisors, LLC | 0.01% | New | 2,299 | $157K |
| Comerica Bank | 0.00% | No change | 2,263 | $155K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Reduce -0.2% | 2,187 | $149K |
| Howe & Rusling Inc. | 0.01% | No change | 1,984 | $136K |
| City State Bank | 0.05% | No change | 1,945 | $133K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.1% | 1,894 | $129K |
| Bellevue Asset Management, LLC | 0.07% | Add +0.1% | 1,888 | $129K |
| Global Retirement Partners, LLC | 0.00% | Add +381.6% | 1,599 | $109K |
| FMR LLC | 0.00% | Reduce -5.6% | 1,471 | $101K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,468 | $100K |
| Cwm, LLC | 0.00% | Reduce -38.0% | 1,338 | $91K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.4% | 696 | $48K |
| Jones Financial Companies LLLP | 0.00% | No change | 628 | $43K |
| Bank of New Hampshire | 0.01% | No change | 600 | $41K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -52.0% | 542 | $37K |
| Principal Securities, Inc. | 0.00% | No change | 389 | $27K |
| Creative Financial Designs Inc. | 0.00% | Add +1.1% | 375 | $26K |
| Ashton Thomas Securities, LLC | 0.00% | New | 307 | $21K |
| Larson Financial Group LLC | 0.00% | No change | 285 | $19K |
| Signaturefd, LLC | 0.00% | No change | 274 | $19K |
| BlackRock, Inc. | 0.00% | — | 274 | $19K |
| Bokf, NA | 0.00% | New | 267 | $18K |
"% of holder's portfolio" is FXG's weight in each manager's 13F, not the share of First Trust Consumer Staples the manager owns.