First Trust Consumer StaplesFXGETF

13F holders, Q4 2025 (December 31)
113holders +3
9new positions
9sold out
2famous investors
$60.69avg. 13F price*

At the end of Q4 2025, 113 institutions reported holding First Trust Consumer Staples (FXG) in their 13F filings, up 3 from Q3 2025. 9 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($26.9M), LPL Financial LLC ($16.5M) and Wells Fargo & Company ($9.0M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$3.0M
Exits9$1.7M

All 13F filers, Q3 2025 → Q4 2025: 160,850 shares bought and 247,035 shares sold, net −86,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 113 holders

Morgan Stanley 0.00% Reduce -13.5% 444,087 $26.9M
LPL Financial LLC 0.00% Reduce -6.2% 271,312 $16.5M
Wells Fargo & Company 0.00% Reduce -3.4% 148,283 $9.0M
Raymond James Financial Inc. 0.00% Reduce -6.4% 94,836 $5.8M
Vestmark Advisory Solutions, Inc. 0.08% Reduce -3.3% 92,535 $5.6M
Bank of America Corp. 0.00% Reduce -0.6% 85,366 $5.2M
Independent Advisor Alliance 0.12% Add +9.4% 83,822 $5.1M
Royal Bank of Canada 0.00% Add +10.7% 62,431 $3.8M
Milestones Private Investment Advisors LLC 2.36% Add +13.6% 56,639 $3.4M
UBS Group AG 0.00% Add +50.1% 54,982 $3.3M
Commonwealth Equity Services, LLC 0.00% Reduce -29.9% 52,733 $3.2M
Osaic Holdings, Inc. 0.00% Add +110.1% 52,722 $3.2M
Goldman Sachs Group Inc. 0.00% Add +62.2% 49,475 $3.0M
Citigroup Inc. 0.00% Reduce -4.1% 42,242 $2.6M
Stifel Financial Corp. 0.00% Reduce -19.6% 33,008 $2.0M
Janney Montgomery Scott LLC 0.00% Reduce -3.5% 30,676 $1.9M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -22.4% 30,499 $1.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Add +37.1% 30,359 $1.8M
Citadel Advisors 0.00% Add +24.0% 30,331 $1.8M
PGIM Custom Harvest LLC 0.03% Reduce -5.7% 28,815 $1.7M
Susquehanna International Group, LLP 0.00% Add +20.1% 28,346 $1.7M
Signature Estate & Investment Advisors LLC 0.03% Reduce -2.4% 26,346 $1.6M
Rockefeller Capital Management L.P. 0.00% Reduce -6.6% 25,750 $1.6M
Envestnet Asset Management Inc. 0.00% Add +7.6% 25,644 $1.6M
Cetera Investment Advisers 0.00% Add +0.4% 24,527 $1.5M
Navellier & Associates Inc. 0.16% New 22,852 $1.4M
Regal Investment Advisors LLC 0.06% No change 17,239 $1.0M
Harbour Investments, Inc. 0.02% Reduce -12.1% 16,659 $1.0M
Two Sigma Investments, LP 0.00% New 16,501 $1.0M
Truist Financial Corp. 0.00% Add +8.5% 16,247 $986K
Schrum Private Wealth Management LLC 0.67% No change 14,947 $907K
JPMorgan Chase & Co. 0.00% Add +14.2% 14,388 $873K
Creative Planning 0.00% Reduce -7.8% 13,773 $836K
Kestra Advisory Services, LLC 0.00% Reduce -19.1% 11,521 $699K
Pacific Sun Financial Corp 0.31% Reduce -12.9% 10,628 $645K
Meridian Wealth Management, LLC 0.02% Reduce -9.2% 10,029 $609K
Farther Finance Advisors, LLC 0.01% Add +0.0% 9,137 $554K
Trueblood Wealth Management, LLC 0.21% Add +0.5% 8,698 $528K
Proactive Wealth Strategies LLC 0.21% Reduce -1.1% 8,670 $526K
GTS Securities LLC 0.02% Reduce -77.9% 8,616 $523K
Waverly Advisors, LLC 0.00% Add +5.9% 8,569 $520K
MML Investors Services, LLC 0.00% Reduce -8.9% 8,493 $515K
Worthington Financial Partners, LLC 0.46% — 8,475 $514K
Private Advisor Group, LLC 0.00% Reduce -8.1% 8,151 $495K
Steward Partners Investment Advisory, LLC 0.00% Add +1.2% 7,920 $481K
Keating Financial Advisory Services, Inc. 0.06% — 7,394 $449K
HighTower Advisors, LLC 0.00% Reduce -7.2% 7,034 $427K
Stratos Wealth Partners, LTD. 0.00% Add +2.9% 6,860 $416K
IHT Wealth Management, LLC 0.01% New 5,827 $354K
Belpointe Asset Management LLC 0.01% Reduce -32.5% 5,779 $351K
Nova Wealth Management, Inc. 0.24% Reduce -38.7% 5,747 $349K
Coppell Advisory Solutions LLC 0.03% Reduce -1.0% 5,319 $325K
HBW Advisory Services LLC 0.03% Reduce -34.7% 5,214 $316K
Great Valley Advisor Group, Inc. 0.01% Reduce -5.3% 5,166 $313K
Madden Advisory Services, Inc. 0.12% Reduce -22.0% 5,114 $310K
Atria Investments, Inc 0.00% Add +0.6% 4,956 $301K
Spire Wealth Management 0.01% No change 4,473 $271K
Stonebridge Financial Planning Group, LLC 0.10% Reduce -16.1% 4,425 $269K
Global View Capital Management LLC 0.05% Reduce -27.7% 4,423 $268K
Gotham Asset Management 0.00% No change 4,356 $264K
Western Wealth Management, LLC 0.01% Reduce -11.9% 3,800 $231K
Rehmann Capital Advisory Group 0.01% Reduce -21.7% 3,793 $230K
IFP Advisors, Inc 0.01% Reduce -6.2% 3,785 $230K
CX Institutional 0.01% Reduce -50.4% 3,737 $227K
Cornerstone Wealth Management, LLC 0.01% Add +0.1% 3,609 $219K
Gateway Wealth Partners, LLC 0.02% Reduce -22.0% 3,605 $219K
Sound Income Strategies, LLC 0.01% New 3,383 $215K
Cwm, LLC 0.00% No change 3,525 $214K
Comerica Bank 0.00% No change 2,986 $181K
NewEdge Advisors, LLC 0.00% Reduce -37.2% 2,609 $158K
Jones Financial Companies LLLP 0.00% Reduce -10.3% 2,486 $151K
Northwestern Mutual Wealth Management Co. 0.00% Add +11.2% 2,132 $129K
Geneos Wealth Management Inc. 0.00% Reduce -43.1% 2,100 $127K
PNC Financial Services Group, Inc. 0.00% Add +0.1% 2,033 $123K
Global Retirement Partners, LLC 0.00% Reduce -29.3% 1,882 $114K
Bellevue Asset Management, LLC 0.04% No change 1,851 $112K
FMR LLC 0.00% Reduce -14.9% 1,794 $109K
DHJJ Financial Advisors, Ltd. 0.04% No change 1,779 $108K
Howe & Rusling Inc. 0.01% Reduce -7.3% 1,714 $104K
MAI Capital Management 0.00% No change 1,599 $97K
Ameriflex Group, Inc. 0.05% Reduce -50.8% 1,563 $95K
O'shaughnessy Asset Management, LLC 0.00% Add +1336.3% 1,307 $79K
Lanark Financial, Inc. 0.00% Add +1.7% 1,025 $62K
City State Bank 0.02% No change 1,000 $61K
CoreCap Advisors, LLC 0.00% Reduce -26.4% 844 $51K
Park Square Financial Group, LLC 0.27% Add +489.1% 701 $45K
MGB Wealth Management, LLC 0.01% No change 555 $34K
Hilton Head Capital Partners, LLC 0.01% — 410 $25K
AE Wealth Management LLC 0.00% Add +25.2% 338 $21K
Larson Financial Group LLC 0.00% No change 285 $17K
Signaturefd, LLC 0.00% No change 274 $17K
BlackRock, Inc. 0.00% No change 274 $17K
Capital Investment Advisory Services, LLC 0.00% No change 252 $15K
Creative Financial Designs Inc. 0.00% Add +0.8% 244 $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% 222 $13K
AlphaCore Capital LLC 0.00% New 192 $12K
Garton & Associates Financial Advisors LLC 0.01% — 166 $10K
Blue Trust, Inc. 0.00% Reduce -8.0% 162 $10K
Pinnacle Wealth Planning Services, Inc. 0.00% New 154 $9K
Arax Advisory Partners 0.00% New 149 $9K
Topsail Wealth Management, LLC 0.00% No change 135 $8K
Allworth Financial LP 0.00% Add +0.8% 125 $8K
Assetmark, Inc. 0.00% No change 95 $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
AdvisorNet Financial, Inc 0.00% New 28 $2K
Russell Investments Group, Ltd. 0.00% No change 20 $1K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.8% 5 $303
Elevated Capital Advisors, LLC 0.00% New 4 $243
Founders Capital Management 0.00% No change 3 $204

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