First Trust Consumer StaplesFXGETF

13F holders, Q3 2025 (September 30)
110holders −13
4new positions
14sold out
2famous investors
$62.69avg. 13F price*

At the end of Q3 2025, 110 institutions reported holding First Trust Consumer Staples (FXG) in their 13F filings, down 13 from Q2 2025. 4 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($32.2M), LPL Financial LLC ($18.1M) and Wells Fargo & Company ($9.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions4$594K
Exits14$2.7M

All 13F filers, Q2 2025 → Q3 2025: 93,605 shares bought and 421,612 shares sold, net −328,007 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 110 holders

Morgan Stanley 0.00% Reduce -8.3% 513,192 $32.2M
LPL Financial LLC 0.01% Add +1.6% 289,084 $18.1M
Wells Fargo & Company 0.00% Reduce -4.9% 153,548 $9.6M
Raymond James Financial Inc. 0.00% Reduce -41.5% 101,273 $6.3M
Vestmark Advisory Solutions, Inc. 0.11% Reduce -51.5% 95,687 $6.0M
Bank of America Corp. 0.00% Add +5.3% 85,842 $5.4M
Independent Advisor Alliance 0.12% Add +11.4% 76,614 $4.8M
Commonwealth Equity Services, LLC 0.01% Add +9.5% 75,234 $4.7M
Royal Bank of Canada 0.00% Add +1.0% 56,391 $3.5M
Milestones Private Investment Advisors LLC 2.13% Add +0.5% 49,852 $3.1M
Citigroup Inc. 0.00% Reduce -23.1% 44,059 $2.8M
Stifel Financial Corp. 0.00% Reduce -36.1% 41,061 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.0% 39,315 $2.5M
GTS Securities LLC 0.09% Reduce -24.7% 38,998 $2.4M
UBS Group AG 0.00% Add +90.0% 36,631 $2.3M
Janney Montgomery Scott LLC 0.00% Reduce -6.7% 31,789 $2.0M
PGIM Custom Harvest LLC 0.03% Reduce -0.0% 30,544 $1.9M
Goldman Sachs Group Inc. 0.00% Add +128.3% 30,501 $1.9M
Rockefeller Capital Management L.P. 0.00% Add +1.7% 27,559 $1.7M
Signature Estate & Investment Advisors LLC 0.04% Reduce -0.9% 27,003 $1.7M
Osaic Holdings, Inc. 0.00% Reduce -5.1% 25,095 $1.6M
Citadel Advisors 0.00% Add +73.2% 24,458 $1.5M
Cetera Investment Advisers 0.00% Reduce -17.5% 24,419 $1.5M
Envestnet Asset Management Inc. 0.00% Reduce -33.3% 23,829 $1.5M
Susquehanna International Group, LLP 0.00% Reduce -46.4% 23,596 $1.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -1.9% 22,144 $1.4M
Harbour Investments, Inc. 0.03% Reduce -5.4% 18,948 $1.2M
Regal Investment Advisors LLC 0.07% No change 17,239 $1.1M
Truist Financial Corp. 0.00% Reduce -14.0% 14,973 $938K
Schrum Private Wealth Management LLC 0.69% No change 14,947 $937K
Creative Planning 0.00% Reduce -52.5% 14,930 $936K
Kestra Advisory Services, LLC 0.00% Reduce -7.0% 14,243 $893K
JPMorgan Chase & Co. 0.00% Reduce -0.9% 12,595 $789K
Pacific Sun Financial Corp 0.37% Reduce -5.6% 12,198 $764K
Meridian Wealth Management, LLC 0.03% No change 11,049 $692K
Nova Wealth Management, Inc. 0.41% Reduce -4.4% 9,375 $588K
MML Investors Services, LLC 0.00% Reduce -55.6% 9,322 $584K
Farther Finance Advisors, LLC 0.01% Add +0.0% 9,136 $573K
Private Advisor Group, LLC 0.00% Reduce -0.6% 8,872 $556K
Proactive Wealth Strategies LLC 0.24% Add +1.3% 8,768 $550K
Trueblood Wealth Management, LLC 0.21% Add +0.8% 8,654 $542K
Belpointe Asset Management LLC 0.02% Reduce -12.4% 8,562 $537K
Waverly Advisors, LLC 0.01% Reduce -0.9% 8,091 $507K
HBW Advisory Services LLC 0.06% Add +13.9% 7,988 $501K
Steward Partners Investment Advisory, LLC 0.00% Reduce -46.7% 7,825 $490K
HighTower Advisors, LLC 0.00% Reduce -27.3% 7,576 $475K
CX Institutional 0.01% Add +1025.5% 7,541 $473K
Stratos Wealth Partners, LTD. 0.01% Add +12.7% 6,670 $418K
Madden Advisory Services, Inc. 0.17% Reduce -1.5% 6,556 $411K
Global View Capital Management LLC 0.08% Add +13.2% 6,121 $384K
Great Valley Advisor Group, Inc. 0.01% Add +0.5% 5,452 $342K
Coppell Advisory Solutions LLC 0.04% Reduce -0.5% 5,374 $334K
Stonebridge Financial Planning Group, LLC 0.12% Reduce -6.8% 5,275 $331K
Ameritas Advisory Services, LLC 0.02% Add +105.3% 5,003 $314K
Atria Investments, Inc 0.00% Reduce -4.1% 4,925 $309K
Rehmann Capital Advisory Group 0.02% Reduce -10.8% 4,844 $304K
Flow Traders U.S. LLC 0.01% New 4,795 $301K
Gateway Wealth Partners, LLC 0.04% Reduce -2.5% 4,620 $290K
International Assets Investment Management, LLC 0.02% No change 4,424 $284K
Spire Wealth Management 0.01% No change 4,473 $280K
Gotham Asset Management 0.00% No change 4,356 $273K
Western Wealth Management, LLC 0.01% Add +0.3% 4,313 $270K
NewEdge Advisors, LLC 0.00% Reduce -5.0% 4,154 $260K
IFP Advisors, Inc 0.01% Reduce -2.9% 4,035 $253K
World Investment Advisors 0.01% Reduce -4.1% 4,026 $252K
Geneos Wealth Management Inc. 0.01% No change 3,690 $231K
Cornerstone Wealth Management, LLC 0.01% Reduce -1.6% 3,607 $226K
Cwm, LLC 0.00% Add +204.7% 3,525 $221K
WMG Financial Advisors, LLC 0.07% Reduce -8.3% 3,463 $217K
Tower Research Capital LLC (TRC) 0.01% Reduce -70.6% 3,413 $214K
Park Avenue Securities LLC 0.00% Add +0.1% 3,272 $205K
Ameriflex Group, Inc. 0.07% New 3,178 $199K
Comerica Bank 0.00% Add +0.2% 2,986 $187K
Jones Financial Companies LLLP 0.00% Reduce -26.3% 2,771 $172K
Global Retirement Partners, LLC 0.00% Add +0.9% 2,663 $167K
FMR LLC 0.00% Add +7.1% 2,109 $132K
PNC Financial Services Group, Inc. 0.00% Add +0.1% 2,032 $127K
Northwestern Mutual Wealth Management Co. 0.00% Add +4.0% 1,917 $120K
Bellevue Asset Management, LLC 0.05% Reduce -2.3% 1,851 $116K
Howe & Rusling Inc. 0.01% Reduce -3.0% 1,849 $116K
DHJJ Financial Advisors, Ltd. 0.04% Add +0.1% 1,779 $111K
MAI Capital Management 0.00% Reduce -12.7% 1,599 $100K
CoreCap Advisors, LLC 0.00% Reduce -21.9% 1,146 $72K
Lanark Financial, Inc. 0.00% Reduce -19.7% 1,008 $63K
City State Bank 0.02% No change 1,000 $63K
Wilmington Savings Fund Society, FSB 0.00% New 777 $49K
Founders Financial Alliance, LLC 0.01% New 715 $45K
MGB Wealth Management, LLC 0.01% No change 555 $35K
Principal Securities, Inc. 0.00% No change 389 $24K
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% No change 270 $17K
Capital Investment Advisory Services, LLC 0.00% Add +0.4% 252 $16K
Creative Financial Designs Inc. 0.00% Add +0.8% 242 $15K
Physician Wealth Advisors, Inc. 0.00% No change 241 $15K
MCF Advisors LLC 0.00% No change 240 $15K
Winch Advisory Services, LLC 0.00% Add +0.9% 220 $14K
Blue Trust, Inc. 0.00% Add +10.0% 176 $11K
Topsail Wealth Management, LLC 0.00% No change 135 $8K
Allworth Financial LP 0.00% Add +0.8% 124 $8K
Park Square Financial Group, LLC 0.03% Reduce -79.9% 119 $7K
Assetmark, Inc. 0.00% No change 95 $6K
O'shaughnessy Asset Management, LLC 0.00% Reduce -5.2% 91 $6K
DiNuzzo Private Wealth, Inc. 0.00% No change 76 $5K
Medallion Wealth Advisors, LLC 0.00% No change 65 $4K
High Note Wealth, LLC 0.00% No change 49 $3K
Creekmur Asset Management LLC 0.00% Reduce -13.3% 26 $2K
Russell Investments Group, Ltd. 0.00% No change 20 $1K
Founders Capital Management 0.00% No change 3 $209

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