Who Owns FXG?
First Trust Consumer Staples AlphaDEX Fund — Institutional Ownership & 13F Holdings
$64.57
-0.38 (-0.59%)
Market Cap
$252.5M
Shares Outstanding
3,684,498
Institutional Holders
117
Total Inst. Value
$242.6M
% of Float Held
—
QoQ Holder Change
+33
Institutional data as of Q1 2025
New Positions
23
Closed Positions
13
Increased
29
Decreased
41
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $114.5M | 1,753 |
| 2 | MORGAN STANLEY | $22.2M | 339,496 |
| 3 | RAYMOND JAMES FINANCIAL INC | $11.4M | 174,323 |
| 4 | WELLS FARGO & COMPANY/MN | $10.6M | 161,717 |
| 5 | Virtue Capital Management, LLCNew | $7.5M | 115,222 |
| 6 | BANK OF AMERICA CORP /DE/ | $7.4M | 113,110 |
| 7 | Independent Advisor Alliance | $4.1M | 62,359 |
| 8 | ROYAL BANK OF CANADA | $3.9M | 59,083 |
| 9 | CITIGROUP INC | $3.7M | 56,402 |
| 10 | STIFEL FINANCIAL CORP | $3.5M | 53,917 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +9K | $11.4M |
| Virtue Capital Management, LLCNew | +115K | $7.5M |
| BANK OF AMERICA CORP /DE/ | +17K | $7.4M |
| GTS SECURITIES LLC | +22K | $2.4M |
| Janney Montgomery Scott LLCNew | +35K | $2.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | -39K | $3.3M |
| WELLS FARGO & COMPANY/MN | -39K | $10.6M |
| LPL Financial LLC | -28K | $19K |
| MORGAN STANLEY | -22K | $22.2M |
| UBS Group AG | -22K | $3.4M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold FXG?
As of Q1 2025, 117 institutional investors report holding FXG (First Trust Consumer Staples AlphaDEX Fund) in their 13F filings.
Which hedge fund owns the most FXG?
The largest institutional holder of FXG is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $114.5M in shares.
Are institutions buying or selling FXG?
This quarter, 23 institutions opened new positions in FXG and 13 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.