First Trust Consumer StaplesFXGETF
13F holders, Q4 2024 (December 31)127holders +10
15new positions
11sold out
1famous investor
$64.08avg. 13F price*
At the end of Q4 2024, 127 institutions reported holding First Trust Consumer Staples (FXG) in their 13F filings, up 10 from Q3 2024. 15 opened new positions and 11 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($58.0M), Morgan Stanley ($23.1M) and LPL Financial LLC ($20.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $2.8M |
| Exits | 11 | $17.8M |
All 13F filers, Q3 2024 → Q4 2024: 220,101 shares bought and 529,553 shares sold, net −309,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 127 holders
| Harel Insurance Investments & Financial Services Ltd. | 0.95% | No change | 906,000 | $58.0M |
| Morgan Stanley | 0.00% | Reduce -20.2% | 361,302 | $23.1M |
| LPL Financial LLC | 0.01% | Reduce -12.1% | 316,048 | $20.2M |
| Wells Fargo & Company | 0.00% | Reduce -2.4% | 200,296 | $12.8M |
| Raymond James Financial Inc. | 0.00% | — | 165,378 | $10.6M |
| Csenge Advisory Group | 0.40% | Add +3.2% | 113,681 | $7.3M |
| Bank of America Corp. | 0.00% | Reduce -21.7% | 96,267 | $6.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +1277.8% | 90,412 | $5.8M |
| Independent Advisor Alliance | 0.07% | Add +19.1% | 80,910 | $5.2M |
| UBS Group AG | 0.00% | Reduce -17.5% | 74,370 | $4.8M |
| Stifel Financial Corp. | 0.00% | Add +3.0% | 69,462 | $4.4M |
| Royal Bank of Canada | 0.00% | Reduce -0.6% | 66,271 | $4.2M |
| Citigroup Inc. | 0.00% | Reduce -2.3% | 61,560 | $3.9M |
| Key Client Fiduciary Advisors, LLC | 1.47% | Add +6.2% | 51,440 | $3.3M |
| Navellier & Associates Inc. | 0.36% | Add +22.9% | 46,596 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +283.7% | 42,251 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.1% | 35,703 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.0% | 35,389 | $2.3M |
| Maxwell Wealth Strategies Inc. | 0.86% | Reduce -1.1% | 32,977 | $2.1M |
| PGIM Custom Harvest LLC | 0.04% | Reduce -3.2% | 31,206 | $2.0M |
| Citadel Advisors | 0.00% | Add +171.0% | 28,888 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -32.9% | 27,953 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -3.6% | 27,477 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.4% | 26,650 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.0% | 26,332 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +8.0% | 25,116 | $1.6M |
| Harbour Investments, Inc. | 0.04% | Reduce -21.5% | 21,653 | $1.4M |
| Spire Wealth Management | 0.04% | No change | 17,864 | $1.1M |
| Advisory Services Network, LLC | 0.02% | New | 17,367 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -6.2% | 16,966 | $1.1M |
| Regal Investment Advisors LLC | 0.08% | No change | 16,739 | $1.1M |
| Belpointe Asset Management LLC | 0.06% | Reduce -0.0% | 14,413 | $986K |
| Kestra Advisory Services, LLC | 0.01% | Add +31.7% | 15,004 | $961K |
| Schrum Private Wealth Management LLC | 0.81% | Reduce -46.0% | 14,947 | $958K |
| Coppell Advisory Solutions LLC | 0.13% | Reduce -17.3% | 14,334 | $913K |
| GTS Securities LLC | 0.04% | Reduce -9.0% | 13,711 | $878K |
| Moloney Securities Asset Management, LLC | 0.12% | Reduce -32.4% | 13,589 | $870K |
| Pacific Sun Financial Corp | 0.47% | Reduce -4.7% | 13,578 | $870K |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.0% | 13,004 | $833K |
| Nova Wealth Management, Inc. | 0.70% | — | 12,670 | $812K |
| MML Investors Services, LLC | 0.00% | Reduce -21.1% | 11,888 | $762K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.8% | 11,509 | $737K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -1.8% | 11,049 | $708K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -56.8% | 10,799 | $692K |
| Trueblood Wealth Management, LLC | 0.32% | No change | 10,076 | $645K |
| NewEdge Advisors, LLC | 0.00% | Reduce -14.2% | 9,975 | $639K |
| Waverly Advisors, LLC | 0.01% | No change | 9,862 | $632K |
| SignalPoint Asset Management, LLC | 0.15% | Add +0.0% | 9,561 | $612K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 9,209 | $590K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -7.7% | 9,191 | $589K |
| Proactive Wealth Strategies LLC | 0.29% | Add +18.4% | 8,621 | $552K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.0% | 8,246 | $528K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.4% | 7,844 | $502K |
| Sigma Planning Corp | 0.02% | Add +7.3% | 7,788 | $499K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -0.9% | 7,315 | $469K |
| Madden Advisory Services, Inc. | 0.20% | Add +1.4% | 6,652 | $426K |
| Western Wealth Management, LLC | 0.02% | Reduce -4.1% | 6,096 | $391K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -7.0% | 6,031 | $387K |
| Stonebridge Financial Planning Group, LLC | 0.17% | No change | 5,935 | $380K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.1% | 5,863 | $376K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -7.3% | 5,526 | $354K |
| International Assets Investment Management, LLC | 0.03% | New | 4,673 | $300K |
| WMG Financial Advisors, LLC | 0.13% | No change | 4,658 | $298K |
| IFP Advisors, Inc | 0.01% | No change | 4,312 | $276K |
| World Investment Advisors | 0.01% | Add +0.1% | 4,194 | $269K |
| HBW Advisory Services LLC | 0.03% | Reduce -37.4% | 4,048 | $259K |
| Aveo Capital Partners, LLC | 0.03% | No change | 3,958 | $254K |
| Global View Capital Management LLC | 0.08% | — | 3,525 | $226K |
| Global Retirement Partners, LLC | 0.01% | Add +116.0% | 3,453 | $221K |
| Benjamin Edwards Inc. | 0.00% | New | 3,319 | $213K |
| Canal Capital Management, LLC | 0.03% | New | 3,223 | $206K |
| Bensler, LLC | 0.02% | Reduce -6.8% | 3,212 | $206K |
| Equitable Holdings, Inc. | 0.00% | Add +0.8% | 3,127 | $200K |
| LaSalle St. Investment Advisors, LLC | 0.06% | New | 3,129 | $200K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 2,873 | $183K |
| PSI Advisors, LLC | 0.05% | Add +0.5% | 2,818 | $180K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.8% | 2,333 | $149K |
| Comerica Bank | 0.00% | No change | 2,263 | $145K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 2,187 | $140K |
| Howe & Rusling Inc. | 0.01% | No change | 1,984 | $127K |
| City State Bank | 0.04% | No change | 1,945 | $125K |
| Bellevue Asset Management, LLC | 0.06% | Add +0.1% | 1,890 | $121K |
| FMR LLC | 0.00% | Add +28.1% | 1,885 | $121K |
| MAI Capital Management | 0.00% | New | 1,831 | $117K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.4% | 1,811 | $116K |
| Park Square Financial Group, LLC | 0.08% | — | 1,796 | $115K |
| Cwm, LLC | 0.00% | No change | 1,338 | $86K |
| CoreCap Advisors, LLC | 0.00% | Reduce -11.9% | 1,293 | $83K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -64.5% | 1,230 | $79K |
| Jones Financial Companies LLLP | 0.00% | Add +68.3% | 1,057 | $68K |
| BlackRock, Inc. | 0.00% | Add +255.5% | 974 | $62K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.6% | 700 | $45K |
| Bank of New Hampshire | 0.01% | No change | 600 | $38K |
| First Horizon Advisors, Inc. | 0.00% | No change | 542 | $35K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 450 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -82.9% | 393 | $25K |
| Principal Securities, Inc. | 0.00% | No change | 389 | $25K |
| Creative Financial Designs Inc. | 0.00% | Reduce -17.3% | 310 | $20K |
| AE Wealth Management LLC | 0.00% | New | 290 | $19K |
| Larson Financial Group LLC | 0.00% | No change | 285 | $18K |
| Signaturefd, LLC | 0.00% | No change | 274 | $18K |
| Stephens Consulting, LLC | 0.00% | Add +0.4% | 256 | $16K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 251 | $16K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 241 | $15K |
| MCF Advisors LLC | 0.00% | No change | 240 | $15K |
| Winch Advisory Services, LLC | 0.00% | Add +0.5% | 216 | $14K |
| Allworth Financial LP | 0.00% | New | 200 | $13K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 160 | $10K |
| Copia Wealth Management | 0.01% | — | 158 | $10K |
| Blue Trust, Inc. | 0.00% | New | 158 | $10K |
| Beacon Capital Management, LLC | 0.00% | No change | 144 | $9K |
| US Bancorp \de | 0.00% | No change | 140 | $9K |
| Topsail Wealth Management, LLC | 0.00% | — | 135 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 127 | $8K |
| CX Institutional | 0.00% | New | 121 | $8K |
| Transce3nd, LLC | 0.00% | — | 113 | $7K |
| Rothschild Investment LLC | 0.00% | No change | 101 | $6K |
| High Note Wealth, LLC | 0.00% | New | 98 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 96 | $6K |
| Assetmark, Inc. | 0.00% | No change | 95 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 95 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 76 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 65 | $4K |
| Creekmur Asset Management LLC | 0.00% | No change | 30 | $2K |
| Russell Investments Group, Ltd. | 0.00% | New | 24 | $2K |
| Founders Capital Management | 0.00% | No change | 3 | $209 |
| Lanark Financial, Inc. | 0.02% | — | 3 | $201 |
"% of holder's portfolio" is FXG's weight in each manager's 13F, not the share of First Trust Consumer Staples the manager owns.