First Trust Consumer StaplesFXGETF

13F holders, Q2 2025 (June 30)
123holders +3
11new positions
10sold out
2famous investors
$63.28avg. 13F price*

At the end of Q2 2025, 123 institutions reported holding First Trust Consumer Staples (FXG) in their 13F filings, up 3 from Q1 2025. 11 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($35.4M), LPL Financial LLC ($18.0M) and Vestmark Advisory Solutions, Inc. ($12.5M). 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

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions11$16.0M
Exits10$10.0M

All 13F filers, Q1 2025 → Q2 2025: 616,866 shares bought and 326,225 shares sold, net +290,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 123 holders

Morgan Stanley 0.00% Add +64.8% 559,568 $35.4M
LPL Financial LLC 0.01% Reduce -1.2% 284,445 $18.0M
Vestmark Advisory Solutions, Inc. 0.18% New 197,464 $12.5M
Raymond James Financial Inc. 0.00% Reduce -0.8% 172,990 $10.9M
Wells Fargo & Company 0.00% Reduce -0.1% 161,518 $10.2M
Bank of America Corp. 0.00% Reduce -27.9% 81,528 $5.2M
Independent Advisor Alliance 0.13% Add +10.3% 68,781 $4.4M
Commonwealth Equity Services, LLC 0.01% Add +121.3% 68,709 $4.3M
Stifel Financial Corp. 0.00% Add +19.1% 64,243 $4.1M
Citigroup Inc. 0.00% Add +1.6% 57,284 $3.6M
Royal Bank of Canada 0.00% Reduce -5.5% 55,844 $3.5M
GTS Securities LLC 0.15% Add +43.9% 51,809 $3.3M
Milestones Private Investment Advisors LLC 2.32% — 49,598 $3.1M
Susquehanna International Group, LLP 0.00% Add +12.8% 44,038 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +23.3% 40,960 $2.6M
Envestnet Asset Management Inc. 0.00% Add +217.0% 35,746 $2.3M
Janney Montgomery Scott LLC 0.01% Reduce -3.1% 34,060 $2.2M
Creative Planning 0.00% Reduce -8.3% 31,397 $2.0M
PGIM Custom Harvest LLC 0.04% Reduce -0.8% 30,557 $1.9M
Cetera Investment Advisers 0.00% Add +12.9% 29,592 $1.9M
Signature Estate & Investment Advisors LLC 0.04% Reduce -0.9% 27,239 $1.7M
Rockefeller Capital Management L.P. 0.00% Add +0.7% 27,089 $1.7M
Osaic Holdings, Inc. 0.00% Add +14.8% 26,438 $1.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% New 22,562 $1.4M
MML Investors Services, LLC 0.00% Add +86.3% 20,998 $1.3M
Harbour Investments, Inc. 0.03% Reduce -2.1% 20,030 $1.3M
UBS Group AG 0.00% Reduce -63.4% 19,285 $1.2M
Truist Financial Corp. 0.00% Add +0.8% 17,406 $1.1M
Regal Investment Advisors LLC 0.08% No change 17,239 $1.1M
Kestra Advisory Services, LLC 0.00% Add +2.9% 15,315 $969K
Schrum Private Wealth Management LLC 0.76% No change 14,947 $946K
Steward Partners Investment Advisory, LLC 0.01% Add +86.8% 14,679 $929K
Citadel Advisors 0.00% Reduce -43.5% 14,123 $894K
Goldman Sachs Group Inc. 0.00% Reduce -73.9% 13,358 $845K
Benjamin Edwards Inc. 0.01% New 13,120 $830K
Pacific Sun Financial Corp 0.43% Reduce -0.8% 12,918 $817K
JPMorgan Chase & Co. 0.00% Reduce -2.1% 12,710 $804K
Tower Research Capital LLC (TRC) 0.02% Add +72.1% 11,616 $735K
Meridian Wealth Management, LLC 0.03% No change 11,049 $699K
HighTower Advisors, LLC 0.00% Reduce -7.1% 10,417 $659K
Nova Wealth Management, Inc. 0.46% Reduce -10.1% 9,810 $621K
Belpointe Asset Management LLC 0.03% Reduce -2.3% 9,770 $618K
Farther Finance Advisors, LLC 0.01% Reduce -8.3% 9,134 $578K
Private Advisor Group, LLC 0.00% Add +4.2% 8,929 $565K
Proactive Wealth Strategies LLC 0.26% Reduce -0.0% 8,658 $548K
Trueblood Wealth Management, LLC 0.23% Reduce -0.3% 8,586 $543K
Atria Wealth Solutions, Inc. 0.01% Reduce -3.4% 8,333 $536K
Sigma Planning Corp 0.02% Reduce -3.6% 8,180 $518K
Waverly Advisors, LLC 0.01% Reduce -14.6% 8,162 $517K
Mgo One Seven LLC 0.02% Add +0.8% 7,903 $500K
HBW Advisory Services LLC 0.05% Add +12.9% 7,010 $444K
Jane Street Group, LLC 0.00% New 6,725 $426K
Madden Advisory Services, Inc. 0.18% No change 6,656 $421K
Moloney Securities Asset Management, LLC 0.05% Reduce -24.2% 6,023 $381K
Stratos Wealth Partners, LTD. 0.01% Add +6.5% 5,920 $375K
Stonebridge Financial Planning Group, LLC 0.15% No change 5,660 $358K
Rehmann Capital Advisory Group 0.02% Reduce -21.8% 5,429 $344K
Great Valley Advisor Group, Inc. 0.01% Reduce -10.2% 5,426 $343K
Global View Capital Management LLC 0.11% Add +51.4% 5,408 $342K
Coppell Advisory Solutions LLC 0.04% Reduce -0.5% 5,400 $340K
Atria Investments, Inc 0.00% New 5,137 $325K
Gateway Wealth Partners, LLC 0.06% New 4,737 $300K
Spire Wealth Management 0.01% Reduce -75.0% 4,473 $283K
International Assets Investment Management, LLC 0.02% No change 4,424 $280K
NewEdge Advisors, LLC 0.00% Reduce -42.6% 4,375 $277K
Gotham Asset Management 0.00% No change 4,356 $276K
Western Wealth Management, LLC 0.02% Reduce -0.1% 4,299 $272K
World Investment Advisors 0.01% Add +0.1% 4,198 $266K
IFP Advisors, Inc 0.01% Reduce -3.7% 4,154 $263K
WMG Financial Advisors, LLC 0.09% Reduce -11.6% 3,777 $239K
Jones Financial Companies LLLP 0.00% Reduce -9.3% 3,762 $237K
Geneos Wealth Management Inc. 0.01% Add +200.0% 3,690 $234K
Cornerstone Wealth Management, LLC 0.01% Add +0.1% 3,665 $232K
Park Avenue Securities LLC 0.00% New 3,269 $207K
Comerica Bank 0.00% Add +0.9% 2,980 $189K
Global Retirement Partners, LLC 0.00% — 2,640 $167K
Ameritas Advisory Services, LLC 0.01% Reduce -55.8% 2,437 $154K
PNC Financial Services Group, Inc. 0.00% Add +0.1% 2,031 $129K
FMR LLC 0.00% Reduce -8.0% 1,970 $125K
Howe & Rusling Inc. 0.01% Reduce -3.9% 1,907 $121K
Bellevue Asset Management, LLC 0.06% Add +0.2% 1,895 $120K
Northwestern Mutual Wealth Management Co. 0.00% Add +5.2% 1,844 $117K
MAI Capital Management 0.00% No change 1,831 $116K
DHJJ Financial Advisors, Ltd. 0.04% No change 1,778 $113K
CoreCap Advisors, LLC 0.00% No change 1,468 $93K
Lanark Financial, Inc. 0.01% Add +0.7% 1,255 $79K
Cwm, LLC 0.00% Add +0.1% 1,157 $73K
City State Bank 0.02% Reduce -48.6% 1,000 $63K
CX Institutional 0.00% Reduce -95.6% 670 $42K
Park Square Financial Group, LLC 0.03% Reduce -2.1% 591 $37K
MGB Wealth Management, LLC 0.01% No change 555 $35K
First Horizon Advisors, Inc. 0.00% No change 542 $34K
Principal Securities, Inc. 0.00% No change 389 $25K
Arax Advisory Partners 0.00% Add +132.9% 347 $22K
Larson Financial Group LLC 0.00% No change 285 $18K
Signaturefd, LLC 0.00% No change 274 $17K
BlackRock, Inc. 0.00% No change 274 $17K
AE Wealth Management LLC 0.00% Reduce -6.9% 270 $17K
Stephens Consulting, LLC 0.00% Add +0.8% 259 $16K
Capital Investment Advisory Services, LLC 0.00% No change 251 $16K
Physician Wealth Advisors, Inc. 0.00% No change 241 $15K
Creative Financial Designs Inc. 0.00% Add +0.8% 240 $15K
MCF Advisors LLC 0.00% No change 240 $15K
Winch Advisory Services, LLC 0.00% Add +0.5% 218 $14K
Blue Trust, Inc. 0.00% Add +1.3% 160 $10K
Copia Wealth Management 0.01% No change 158 $10K
Semmax Financial Advisors Inc. 0.00% New 150 $10K
Topsail Wealth Management, LLC 0.00% No change 135 $9K
Westside Investment Management, Inc. 0.00% No change 127 $8K
Allworth Financial LP 0.00% Add +0.8% 123 $8K
Rothschild Investment LLC 0.00% No change 101 $6K
Sunbelt Securities, Inc. 0.00% New 95 $6K
O'shaughnessy Asset Management, LLC 0.00% No change 96 $6K
Assetmark, Inc. 0.00% No change 95 $6K
Transce3nd, LLC 0.00% Reduce -30.1% 79 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 76 $5K
Medallion Wealth Advisors, LLC 0.00% No change 65 $4K
Aptus Capital Advisors, LLC 0.00% New 60 $4K
High Note Wealth, LLC 0.00% Reduce -50.0% 49 $3K
Creekmur Asset Management LLC 0.00% No change 30 $2K
Russell Investments Group, Ltd. 0.00% No change 20 $1K
Founders Capital Management 0.00% No change 3 $209
Twin Peaks Wealth Advisors, LLC 0.00% New 1 $60

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