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First Trust Consumer Staples AlphaDEX Fund (FXG) Institutional Ownership

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$67.81
+0.49 (+0.73%)
(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust Consumer Staples AlphaDEX Fund (NYSEARCA:FXG)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$134.02M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$155.74M
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FXG Institutional Buying and Selling by Quarter

First Trust Consumer Staples AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024 Gratus Wealth Advisors LLC24,856$1.62M0.3%-88.3%0.391%
5/9/2024 Kingsview Wealth Management LLC3,195$219K0.0%-25.1%0.050%
5/4/2024 Geneos Wealth Management Inc.2,301$158K0.0%-47.7%0.036%
5/4/2024 Csenge Advisory Group100,646$6.89M0.4%-4.9%1.573%
5/3/2024 Rehmann Capital Advisory Group7,741$530K0.0%-24.4%0.121%
5/2/2024 Moloney Securities Asset Management LLC29,287$2.01M0.3%-5.9%0.458%
5/1/2024 Janney Montgomery Scott LLC38,302$2.62M0.0%+3.2%0.598%
5/1/2024 Stegent Equity Advisors Inc.12,715$871K0.9%+34.4%0.199%
4/30/2024 Private Advisor Group LLC7,294$500K0.0%-4.4%0.114%
4/30/2024 Fortis Group Advisors LLC7,889$540K0.1%N/A0.123%
4/29/2024Commonwealth Equity Services LLC33,400$2.29M0.0%-52.8%0.522%
4/26/2024 Trueblood Wealth Management LLC10,155$696K0.4%-1.5%0.159%
4/26/2024 Bellevue Asset Management LLC2,232$153K0.1%-14.6%0.035%
4/25/2024 L.M. Kohn & Company3,774$258K0.1%N/A0.059%
4/25/2024 Cambridge Investment Research Advisors Inc.33,369$2.29M0.0%-12.0%0.521%
4/23/2024 Raymond James Financial Services Advisors Inc.38,048$2.61M0.0%-0.4%0.595%
4/22/2024 Raymond James & Associates133,201$9.12M0.0%-33.1%2.081%
4/15/2024 Signet Financial Management LLC3,761$258K0.0%N/A0.037%
4/11/2024 International Assets Investment Management LLC4,501$307K0.0%-10.4%0.044%
3/22/2024PNC Financial Services Group Inc.4,469$282K0.0%-14.7%0.044%
3/8/2024ICA Group Wealth Management LLC704$44K0.0%N/A0.007%
2/14/2024Regal Investment Advisors LLC16,739$1.06M0.1%+9.8%0.164%
2/13/2024Cetera Advisor Networks LLC71,219$4.49M0.0%-30.8%0.698%
2/13/2024 Belpointe Asset Management LLC4,691$296K0.0%N/A0.046%
2/12/2024Stifel Financial Corp79,313$5.00M0.0%-5.5%0.778%
2/12/2024Steward Partners Investment Advisory LLC9,388$592K0.0%-15.4%0.092%
2/12/2024 Madden Advisory Services Inc.7,790$491K0.3%-2.5%0.076%
2/9/2024 Cambridge Investment Research Advisors Inc.37,919$2.39M0.0%-5.7%0.372%
2/9/2024Wells Fargo & Company MN304,248$19.20M0.0%-23.5%2.983%
2/9/2024UBS Group AG100,414$6.34M0.0%-60.7%0.984%
2/9/2024PNC Financial Services Group Inc.4,469$282K0.0%-14.7%0.044%
2/8/2024 Independent Advisor Alliance63,863$4.03M0.1%+0.8%0.626%
2/8/2024 Kingsview Wealth Management LLC4,268$269K0.0%-10.1%0.042%
2/8/2024 Janney Montgomery Scott LLC37,113$2.34M0.0%-25.2%0.364%
2/8/2024 Pacific Sun Financial Corp14,892$940K0.6%-1.8%0.146%
2/7/2024Principal Securities Inc.389$25K0.0%N/A0.004%
2/7/2024 Concourse Financial Group Securities Inc.2,330$147K0.0%-10.1%0.023%
2/6/2024 Lincoln National Corp15,761$994K0.0%-12.6%0.155%
2/6/2024 Private Advisor Group LLC7,626$481K0.0%-5.0%0.075%
2/6/2024 Bellevue Asset Management LLC2,615$165K0.1%-8.9%0.026%
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2/6/2024 Benjamin F. Edwards & Company Inc.22,437$1.42M0.0%-22.2%0.220%
2/6/2024 Great Valley Advisor Group Inc.6,511$411K0.0%-37.6%0.064%
2/6/2024Howe & Rusling Inc.2,481$157K0.0%-41.3%0.024%
2/5/2024Stonebridge Financial Planning Group LLC7,240$457K0.3%-7.1%0.071%
2/5/2024 Stegent Equity Advisors Inc.9,464$597K0.7%-12.8%0.093%
2/5/2024 Kestra Private Wealth Services LLC7,672$484K0.0%N/A0.075%
2/2/2024Truist Financial Corp21,340$1.35M0.0%-52.0%0.209%
2/2/2024Atria Wealth Solutions Inc.23,585$1.49M0.0%+1.8%0.231%
2/1/2024 Brendel Financial Advisors LLC10,420$657K0.4%-2.0%0.102%
2/1/2024 PSI Advisors LLC2,700$170K0.1%-9.3%0.026%
1/31/2024Kraft Davis & Associates LLC34,021$2.11M0.6%N/A0.334%
1/31/2024 Western Wealth Management LLC6,354$401K0.0%-10.7%0.062%
1/30/2024 DHJJ Financial Advisors Ltd.2,207$139K0.1%-18.4%0.022%
1/26/2024 Geneos Wealth Management Inc.4,403$278K0.0%+170.1%0.043%
1/26/2024 Schrum Private Wealth Management LLC13,835$873K1.2%-7.4%0.136%
1/25/2024 International Assets Investment Management LLC5,024$317K0.0%N/A0.049%
1/24/2024 Stratos Wealth Partners LTD.6,174$390K0.0%N/A0.061%
1/24/2024 International Assets Investment Management LLC316,967$20.00M0.0%N/A3.108%
1/23/2024StrategIQ Financial Group LLC11,433$721K0.1%-8.0%0.112%
1/23/2024 Beacon Financial Advisory LLC4,868$307K0.1%-33.0%0.048%
1/23/2024 DAVENPORT & Co LLC4,296$271K0.0%-76.6%0.042%
1/18/2024 Trueblood Wealth Management LLC10,312$651K0.4%N/A0.101%
1/18/2024 Good Life Advisors LLC15,034$949K0.1%-22.9%0.147%
1/17/2024J Arnold Wealth Management Co37,477$2.36M0.8%-96.3%0.367%
1/17/2024 SignalPoint Asset Management LLC9,599$605K0.2%+3.3%0.094%
1/16/2024 Raymond James Financial Services Advisors Inc.38,218$2.41M0.0%-52.7%0.375%
1/16/2024 Raymond James & Associates199,218$12.57M0.0%+63.2%1.953%
1/12/2024 Cedar Brook Financial Partners LLC30,027$1.90M0.4%-6.4%0.294%
1/11/2024 Kesler Norman & Wride LLC11,804$745K0.2%-2.2%0.116%
1/10/2024 Creative Financial Designs Inc. ADV449$28K0.0%-86.1%0.004%
1/10/2024 Sound Income Strategies LLC400$25K0.0%N/A0.004%
1/9/2024 Key Client Fiduciary Advisors LLC34,010$2.15M1.2%+41.6%0.333%
1/9/2024DB Wealth Management Group LLC2,973$188K0.1%-26.2%0.029%
12/6/2023Citigroup Inc.68,926$4.16M0.0%-7.3%0.676%
11/16/2023Harbour Investments Inc.50,755$3.06M0.2%-5.1%0.498%
11/14/2023 Rehmann Capital Advisory Group12,148$733K0.1%-16.5%0.119%
11/14/2023Tower Research Capital LLC TRC 27,857$1.68M0.1%+41.6%0.273%
11/14/2023PGIM Custom Harvest LLC49,837$3.01M0.1%+322.3%0.489%
11/13/2023Stifel Financial Corp83,887$5.06M0.0%-24.0%0.822%
11/13/2023Mariner LLC10,508$634K0.0%N/A0.103%
11/13/2023LPL Financial LLC409,406$24.70M0.0%-2.0%4.014%
11/13/2023Regal Investment Advisors LLC15,239$920K0.1%-9.2%0.149%
11/13/2023RPg Family Wealth Advisory LLC6,421$387K0.2%+19.0%0.063%
11/13/2023Envestnet Asset Management Inc.87,260$5.27M0.0%-45.7%0.855%
11/13/2023Kestra Advisory Services LLC18,905$1.14M0.0%-76.8%0.185%
11/13/2023 Kesler Norman & Wride LLC12,068$728K0.2%-1.5%0.118%
11/9/2023Navellier & Associates Inc.56,216$3.39M0.6%-2.4%0.551%
11/9/2023Citigroup Inc.68,926$4.16M0.0%-7.3%0.676%
11/9/2023DB Wealth Management Group LLC4,028$243K0.2%-35.1%0.039%
11/9/2023UBS Group AG255,259$15.40M0.0%+20.6%2.503%
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11/9/2023Howe & Rusling Inc.4,230$255K0.0%-19.9%0.041%
11/8/2023 HighTower Advisors LLC15,227$919K0.0%-6.6%0.149%
11/8/2023J Arnold Wealth Management Co1,010,227$60.96M24.7%+293,570.6%9.904%
11/8/2023 Janney Montgomery Scott LLC49,617$2.99M0.0%-1.1%0.486%
11/8/2023Atria Wealth Solutions Inc.23,168$1.40M0.0%+40.2%0.227%
11/8/2023J.P. Morgan Private Wealth Advisors LLC5,694$344K0.0%+12.9%0.056%
11/8/2023 Western Wealth Management LLC7,117$429K0.0%-39.7%0.070%
11/8/2023 Avantax Advisory Services Inc.3,579$216K0.0%-25.7%0.035%
11/8/2023 Oppenheimer & Co. Inc.32,312$1.95M0.0%+3.8%0.317%
11/8/2023Stonebridge Financial Planning Group LLC7,790$470K0.3%-2.5%0.076%
(Data available from 1/1/2016 forward)

FXG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXG shares?

During the previous two years, 163 institutional investors and hedge funds held shares of First Trust Consumer Staples AlphaDEX Fund. The most heavily invested institutionals were Harel Insurance Investments & Financial Services Ltd. ($56.24M), LPL Financial LLC ($24.70M), Wells Fargo & Company MN ($19.20M), Empowered Funds LLC ($15.74M), ODonnell Financial Services LLC ($13.67M), Osaic Holdings Inc. ($13.37M), and Virtue Capital Management LLC ($12.79M).Learn more on FXG's institutional investors.

Which institutional investors have been buying First Trust Consumer Staples AlphaDEX Fund stock?

Of the 145 institutional investors that purchased First Trust Consumer Staples AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: J Arnold Wealth Management Co ($1.01M), Harel Insurance Investments & Financial Services Ltd. ($906K), Wells Fargo & Company MN ($717.08K), International Assets Investment Management LLC ($321.99K), Cambridge Investment Research Advisors Inc. ($297.37K), ODonnell Financial Services LLC ($222.82K), and Vestmark Advisory Solutions Inc. ($218.74K).

How much institutional buying is happening at First Trust Consumer Staples AlphaDEX Fund?

Institutional investors have bought a total of 7,750,058 shares in the last 24 months. This purchase volume represents approximately $476.36M in transactions.

Which First Trust Consumer Staples AlphaDEX Fund major shareholders have been selling company stock?

Of the 100 institutional investors that sold First Trust Consumer Staples AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: J Arnold Wealth Management Co ($972.75K), Wells Fargo & Company MN ($282.38K), Cambridge Investment Research Advisors Inc. ($276.05K), Raymond James Financial Services Advisors Inc. ($226.12K), Vestmark Advisory Solutions Inc. ($211.19K), IFP Advisors Inc ($204.03K), and Gratus Wealth Advisors LLC ($187.45K).

How much institutional selling is happening at First Trust Consumer Staples AlphaDEX Fund?

Institutional investors have sold a total of 4,092,292 shares in the last 24 months. This volume of shares sold represents approximately $254.99M in transactions.


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This page (NYSEARCA:FXG) was last updated on 5/11/2024 by MarketBeat.com Staff

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