Who Owns First Trust Consumer Staples AlphaDEX Fund (FXG)?Hedge Fund & Institutional Holders

$64.59+0.04 (+0.05%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -0

Price History

$59.70$62.29$64.88$67.47$70.06Sep 24Jun 25Mar 26

FXG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Milestones Private Investment Advisors LLCNew Position+57K+$3.4B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+53K+$3.0B
GRIMES & Co WEALTH MANAGEMENT, LLCNew Position+30K+$1.8B
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCNew Position+26K+$1.6B
GOLDMAN SACHS GROUP INCIncreased+19K+$1.1B
UBS Group AGIncreased+18K+$1.0B
TWO SIGMA INVESTMENTS, LPNew Position+17K+$1.0B
Trueblood Wealth Management, LLCNew Position+9K+$527.0M
OSAIC HOLDINGS, INC.Increased+28K+$391.7M
Belpointe Asset Management LLCNew Position+6K+$350.0M
Madden Advisory Services, Inc.New Position+5K+$310.0M
Spire Wealth ManagementNew Position+4K+$271.0M
Global View Capital Management LLCNew Position+4K+$268.0M
Cornerstone Wealth Management, LLCNew Position+4K+$219.0M
Gateway Wealth Partners, LLCNew Position+4K+$218.0M

FXG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-18K-$18.1B
Vestmark Advisory Solutions, Inc.Decreased-3K-$6.0B
GTS SECURITIES LLCDecreased-30K-$2.4B
WELLS FARGO & COMPANY/MNDecreased-5K-$1.6B
RAYMOND JAMES FINANCIAL INCDecreased-6K-$1.3B
HARBOUR INVESTMENTS, INC.Decreased-2K-$1.2B
Creative PlanningDecreased-1K-$935.6M
CITIGROUP INCDecreased-2K-$761.2M
Rockefeller Capital Management L.P.Decreased-2K-$727.2M
MML INVESTORS SERVICES, LLCDecreased-829-$584.2M
STIFEL FINANCIAL CORPDecreased-8K-$573.3M
Private Advisor Group, LLCDecreased-721-$556.0M
HighTower Advisors, LLCDecreased-542-$474.8M
GREAT VALLEY ADVISOR GROUP, INC.Decreased-286-$342.1M
NewEdge Advisors, LLCDecreased-2K-$260.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RAYMOND JAMES FINANCIAL INC70,444$4.0B1.24%Share
2BANK OF AMERICA CORP /DE/75,237$4.0B0.29%Share
3WELLS FARGO & COMPANY/MN75,370$4.0B0.73%Share
4WELLS FARGO & COMPANY/MN72,913$4.0B0.73%Share
5Milestones Private Investment Advisors LLC56,639$3.4B2.36%Share
6UBS Group AG54,807$3.3B0.54%Share
7COMMONWEALTH EQUITY SERVICES, LLC52,733$3.0B4.00%Share
8ROYAL BANK OF CANADA62,145$3.0B0.49%Share
9GOLDMAN SACHS GROUP INC49,475$3.0B0.37%Share
10CITIGROUP INC42,242$2.0B0.88%Share
11STIFEL FINANCIAL CORP33,008$2.0B1.80%Share
12OSAIC HOLDINGS, INC.49,130$2.0B2.92%Share
13GRIMES & Co WEALTH MANAGEMENT, LLC30,359$1.8B0.04%Share
14SIGNATURE ESTATE & INVESTMENT ADVISORS LLC26,346$1.6B0.03%Share
15Regal Investment Advisors LLC17,239$1.0B0.06%Share
16TWO SIGMA INVESTMENTS, LP16,501$1.0B1.41%Share
17RAYMOND JAMES FINANCIAL INC24,392$1.0B0.31%Share
18SUSQUEHANNA INTERNATIONAL GROUP, LLP22,618$1.0B0.12%Share
19CITADEL ADVISORS LLC30,331$1.0B0.15%Share
20Rockefeller Capital Management L.P.25,749$1.0B1.80%Share
21Schrum Private Wealth Management LLC14,947$906.0M0.67%Share
22PACIFIC SUN FINANCIAL CORP10,628$644.0M0.31%Share
23Farther Finance Advisors, LLC9,137$554.0M5.94%Share
24Trueblood Wealth Management, LLC8,698$527.0M0.21%Share
25Stratos Wealth Partners, LTD.6,860$416.0M4.70%Share
26Belpointe Asset Management LLC5,779$350.0M0.01%Share
27Nova Wealth Management, Inc.5,747$348.0M0.24%Share
28Madden Advisory Services, Inc.5,114$310.0M0.12%Share
29Spire Wealth Management4,473$271.0M0.01%Share
30Global View Capital Management LLC4,423$268.0M0.05%Share
31Stonebridge Financial Planning Group, LLC4,425$268.0M0.10%Share
32Rehmann Capital Advisory Group3,793$230.0M0.01%Share
33Cornerstone Wealth Management, LLC3,609$219.0M0.01%Share
34Gateway Wealth Partners, LLC3,605$218.0M0.02%Share
35Sound Income Strategies, LLC3,383$215.0M0.01%Share
36COMERICA BANK2,395$145.0M0.58%Share
37Geneos Wealth Management Inc.2,100$127.0M0.00%Share
38BELLEVUE ASSET MANAGEMENT, LLC1,851$112.0M0.04%Share
39DHJJ Financial Advisors, Ltd.1,779$107.0M0.04%Share
40AMERIFLEX GROUP, INC.1,563$94.0M0.05%Share
41City State Bank1,000$60.0M0.02%Share
42CoreCap Advisors, LLC844$51.0M0.00%Share
43Park Square Financial Group, LLC582$37.0M0.22%Share
44COMERICA BANK591$35.0M0.14%Share
45MGB Wealth Management, LLC555$33.0M0.01%Share
46MORGAN STANLEY442,761$26.0M0.00%Share
47NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO246,681$25.1M0.02%Share
48LPL Financial LLC271,312$16.0M0.00%Share
49Capital Investment Advisory Services, LLC252$15.0M0.00%Share
50CREATIVE FINANCIAL DESIGNS INC /ADV244$14.0M0.00%Share

FXG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025111$54.0B+44
Q3 202567$76.8B-46
Q2 2025113$122.2B-4
Q1 2025117$134.7B+10
Q4 2024107$1.3T+19
Q3 202488$34.1T+1
Q2 202487$13.0T+3
Q1 202484$1211.7T—

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As of Q4 2025, 50 institutional investors hold FXG (First Trust Consumer Staples AlphaDEX Fund). The largest holder is RAYMOND JAMES FINANCIAL INC with $4.0B in shares. This quarter, 12 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own FXG?

As of Q4 2025, 50 institutional investors report holding FXG (First Trust Consumer Staples AlphaDEX Fund) in their 13F filings.

Who is the largest institutional holder of FXG?

The largest institutional holder of FXG is RAYMOND JAMES FINANCIAL INC with $4.0B in shares.

Is institutional ownership of FXG increasing or decreasing?

This quarter, 12 institutions opened new positions in FXG and 0 closed their positions.