First Trust Consumer StaplesFXGETF
13F holders, Q1 2025 (March 31)120holders −7
9new positions
12sold out
2famous investors
$65.34avg. 13F price*
At the end of Q1 2025, 120 institutions reported holding First Trust Consumer Staples (FXG) in their 13F filings, down 7 from Q4 2024. 9 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($22.2M), LPL Financial LLC ($18.8M) and Raymond James Financial Inc. ($11.4M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $11.5M |
| Exits | 12 | $72.5M |
All 13F filers, Q4 2024 → Q1 2025: 263,189 shares bought and 1,379,606 shares sold, net −1,116,417 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 120 holders
| Morgan Stanley | 0.00% | Reduce -6.0% | 339,496 | $22.2M |
| LPL Financial LLC | 0.01% | Reduce -8.9% | 287,788 | $18.8M |
| Raymond James Financial Inc. | 0.00% | Add +5.4% | 174,323 | $11.4M |
| Wells Fargo & Company | 0.00% | Reduce -19.3% | 161,717 | $10.6M |
| Virtue Capital Management, LLC | 0.88% | New | 115,222 | $7.5M |
| Bank of America Corp. | 0.00% | Add +17.5% | 113,110 | $7.4M |
| Independent Advisor Alliance | 0.13% | Reduce -22.9% | 62,359 | $4.1M |
| Royal Bank of Canada | 0.00% | Reduce -10.8% | 59,083 | $3.9M |
| Citigroup Inc. | 0.00% | Reduce -8.4% | 56,402 | $3.7M |
| Stifel Financial Corp. | 0.00% | Reduce -22.4% | 53,917 | $3.5M |
| UBS Group AG | 0.00% | Reduce -29.2% | 52,643 | $3.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.5% | 51,107 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.6% | 39,055 | $2.6M |
| GTS Securities LLC | 0.10% | Add +162.6% | 36,009 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.6% | 35,140 | $2.3M |
| Creative Planning | 0.00% | New | 34,251 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.1% | 33,216 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.5% | 31,048 | $2.0M |
| PGIM Custom Harvest LLC | 0.05% | Reduce -1.3% | 30,808 | $2.0M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +0.1% | 27,495 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.1% | 26,898 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -6.2% | 26,219 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -13.5% | 24,997 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.3% | 23,024 | $1.5M |
| Harbour Investments, Inc. | 0.04% | Reduce -5.5% | 20,452 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Add +6.4% | 18,486 | $1.2M |
| Spire Wealth Management | 0.04% | No change | 17,864 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +1.8% | 17,277 | $1.1M |
| Regal Investment Advisors LLC | 0.09% | Add +3.0% | 17,239 | $1.1M |
| CX Institutional | 0.04% | Add +12407.4% | 15,134 | $989K |
| Schrum Private Wealth Management LLC | 0.86% | No change | 14,947 | $977K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.8% | 14,878 | $972K |
| Pacific Sun Financial Corp | 0.48% | Reduce -4.0% | 13,028 | $851K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 12,985 | $848K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.4% | 11,276 | $737K |
| MML Investors Services, LLC | 0.00% | Reduce -5.2% | 11,271 | $736K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.5% | 11,215 | $733K |
| Meridian Wealth Management, LLC | 0.04% | No change | 11,049 | $722K |
| Nova Wealth Management, Inc. | 0.62% | Reduce -13.8% | 10,917 | $713K |
| Farther Finance Advisors, LLC | 0.02% | Add +2433.3% | 9,956 | $654K |
| Belpointe Asset Management LLC | 0.03% | Reduce -30.6% | 9,995 | $653K |
| Waverly Advisors, LLC | 0.01% | Reduce -3.0% | 9,562 | $625K |
| Flow Traders U.S. LLC | 0.03% | New | 9,165 | $599K |
| Proactive Wealth Strategies LLC | 0.30% | Add +0.5% | 8,661 | $566K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -6.1% | 8,628 | $564K |
| Trueblood Wealth Management, LLC | 0.26% | Reduce -14.5% | 8,613 | $563K |
| Private Advisor Group, LLC | 0.00% | Add +9.2% | 8,568 | $560K |
| Sigma Planning Corp | 0.02% | Add +9.0% | 8,489 | $555K |
| Moloney Securities Asset Management, LLC | 0.07% | Reduce -41.5% | 7,950 | $519K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.7% | 7,860 | $514K |
| Mgo One Seven LLC | 0.02% | New | 7,838 | $512K |
| NewEdge Advisors, LLC | 0.00% | Reduce -23.6% | 7,616 | $498K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -5.2% | 6,938 | $453K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -26.7% | 6,749 | $441K |
| Madden Advisory Services, Inc. | 0.20% | Add +0.1% | 6,656 | $435K |
| HBW Advisory Services LLC | 0.06% | Add +53.4% | 6,209 | $406K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.2% | 6,042 | $395K |
| Stonebridge Financial Planning Group, LLC | 0.17% | Reduce -4.6% | 5,660 | $370K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.2% | 5,558 | $363K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -0.3% | 5,508 | $354K |
| Coppell Advisory Solutions LLC | 0.05% | Reduce -62.1% | 5,425 | $353K |
| International Assets Investment Management, LLC | 0.03% | Reduce -5.3% | 4,424 | $289K |
| Gotham Asset Management | 0.00% | New | 4,356 | $285K |
| IFP Advisors, Inc | 0.01% | No change | 4,312 | $282K |
| Western Wealth Management, LLC | 0.02% | Reduce -29.4% | 4,305 | $281K |
| WMG Financial Advisors, LLC | 0.12% | Reduce -8.2% | 4,274 | $279K |
| World Investment Advisors | 0.01% | Add +0.0% | 4,195 | $274K |
| Jones Financial Companies LLLP | 0.00% | Add +292.4% | 4,148 | $268K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 3,662 | $239K |
| Global View Capital Management LLC | 0.08% | Add +1.3% | 3,571 | $233K |
| Equitable Holdings, Inc. | 0.00% | No change | 3,127 | $204K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Add +0.1% | 3,131 | $204K |
| Bensler, LLC | 0.03% | Reduce -3.3% | 3,106 | $203K |
| Comerica Bank | 0.00% | Add +30.5% | 2,954 | $193K |
| FMR LLC | 0.00% | Add +13.6% | 2,142 | $140K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.0% | 2,030 | $133K |
| Howe & Rusling Inc. | 0.01% | No change | 1,984 | $130K |
| City State Bank | 0.04% | No change | 1,945 | $127K |
| Bellevue Asset Management, LLC | 0.07% | Add +0.1% | 1,892 | $124K |
| MAI Capital Management | 0.00% | No change | 1,831 | $120K |
| DHJJ Financial Advisors, Ltd. | 0.05% | Reduce -18.7% | 1,778 | $116K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.2% | 1,753 | $115K |
| CoreCap Advisors, LLC | 0.00% | Add +13.5% | 1,468 | $96K |
| Lanark Financial, Inc. | 0.01% | — | 1,246 | $81K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,230 | $80K |
| Cwm, LLC | 0.00% | Reduce -13.6% | 1,156 | $76K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.4% | 703 | $46K |
| Park Square Financial Group, LLC | 0.03% | Reduce -66.4% | 604 | $39K |
| Bank of New Hampshire | 0.01% | No change | 600 | $39K |
| MGB Wealth Management, LLC | 0.01% | New | 555 | $36K |
| First Horizon Advisors, Inc. | 0.00% | No change | 542 | $35K |
| Principal Securities, Inc. | 0.00% | No change | 389 | $25K |
| AE Wealth Management LLC | 0.00% | No change | 290 | $19K |
| Larson Financial Group LLC | 0.00% | No change | 285 | $19K |
| Signaturefd, LLC | 0.00% | No change | 274 | $18K |
| BlackRock, Inc. | 0.00% | Reduce -71.9% | 274 | $18K |
| Stephens Consulting, LLC | 0.00% | Add +0.4% | 257 | $17K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 251 | $16K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 241 | $16K |
| MCF Advisors LLC | 0.00% | No change | 240 | $16K |
"% of holder's portfolio" is FXG's weight in each manager's 13F, not the share of First Trust Consumer Staples the manager owns.