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First Trust Consumer Staples AlphaDEX Fund (FXG) Institutional Ownership

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$68.30
+0.63 (+0.93%)
(As of 05/16/2024 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)
60
Total
Institutional Inflows
(last 12 months)
$131.55M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$154.46M
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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
5/16/2024 Kraft Davis & Associates LLC23,768$1.61M0.5%-30.1%0.374%
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%
3/22/2024 PNC Financial Services Group Inc.4,469$282K0.0%-14.7%0.044%
3/8/2024 ICA Group Wealth Management LLC704$44K0.0%N/A0.007%
2/14/2024 Regal Investment Advisors LLC16,739$1.06M0.1%+9.8%0.164%
2/13/2024 Cetera Advisor Networks LLC71,219$4.49M0.0%-30.8%0.698%
2/13/2024 Belpointe Asset Management LLC4,691$296K0.0%N/A0.046%
2/12/2024 Stifel Financial Corp79,313$5.00M0.0%-5.5%0.778%
2/12/2024 Steward 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%
2/9/2024 Wells Fargo & Company MN304,248$19.20M0.0%-23.5%2.983%
2/9/2024 UBS Group AG100,414$6.34M0.0%-60.7%0.984%
2/9/2024 PNC 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%
2/7/2024 Principal 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%
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2/6/2024 Bellevue Asset Management LLC2,615$165K0.1%-8.9%0.026%
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%
2/6/2024 Howe & Rusling Inc.2,481$157K0.0%-41.3%0.024%
2/5/2024 Stonebridge 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%
2/2/2024 Truist Financial Corp21,340$1.35M0.0%-52.0%0.209%
2/2/2024 Atria 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%
1/31/2024 Kraft 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%
12/6/2023 Citigroup 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%
11/14/2023 Tower Research Capital LLC TRC 27,857$1.68M0.1%+41.6%0.273%
11/14/2023 PGIM Custom Harvest LLC49,837$3.01M0.1%+322.3%0.489%
11/13/2023 Stifel Financial Corp83,887$5.06M0.0%-24.0%0.822%
11/13/2023 Mariner LLC10,508$634K0.0%N/A0.103%
11/13/2023 LPL Financial LLC409,406$24.70M0.0%-2.0%4.014%
11/13/2023 Regal Investment Advisors LLC15,239$920K0.1%-9.2%0.149%
11/13/2023 RPg Family Wealth Advisory LLC6,421$387K0.2%+19.0%0.063%
11/13/2023 Envestnet Asset Management Inc.87,260$5.27M0.0%-45.7%0.855%
11/13/2023 Kestra 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%
11/9/2023 Navellier & Associates Inc.56,216$3.39M0.6%-2.4%0.551%
11/9/2023 Citigroup Inc.68,926$4.16M0.0%-7.3%0.676%
11/9/2023DB Wealth Management Group LLC4,028$243K0.2%-35.1%0.039%
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11/9/2023 UBS Group AG255,259$15.40M0.0%+20.6%2.503%
11/9/2023 Howe & 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%
11/8/2023 Atria 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%
(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 144 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. ($270.65K), 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 7,634,085 shares in the last 24 months. This purchase volume represents approximately $468.97M in transactions.

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

Of the 101 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), Vestmark Advisory Solutions Inc. ($211.19K), IFP Advisors Inc ($204.03K), Gratus Wealth Advisors LLC ($187.45K), and Cyndeo Wealth Partners LLC ($184.18K).

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

Institutional investors have sold a total of 3,997,785 shares in the last 24 months. This volume of shares sold represents approximately $249.02M in transactions.


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This page (NYSEARCA:FXG) was last updated on 5/17/2024 by MarketBeat.com Staff

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