FIRST TRUST CONSUMER DISCRET (FXD) Institutional Ownership Changes & 13F Activity
FIRST TRUST CONSUMER DISCRET (FXD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bnp Paribas Financial Markets, Excelsior Advisor Network Llc, Ameriprise Financial Inc, Raymond James Financial Inc, and Jpmorgan Chase & Co.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -12,897 | -49.7% | 13,034 | $901.52K | Q2 2026 | Sep 02, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -2 | -3.2% | 61 | $4.24K | Q2 2026 | Aug 17, 2026 |
| Excelsior Advisor Network Llc | Buy | +35,256 | — | 35,256 | $3.31M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +25,473 | — | 25,473 | $1.76M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -20,959 | -12.5% | 146,906 | $10.16M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -10,874 | -30.8% | 24,457 | $1.69M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -7,526 | -1.9% | 389,948 | $26.97M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -6,593 | -5.2% | 119,282 | $8.25M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +6,065 | — | 6,065 | $419.50K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Sell | -5,694 | -49.0% | 5,918 | $409.33K | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Buy | +5,404 | — | 5,404 | $274.82K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +5,031 | — | 5,031 | $347.98K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +4,307 | — | 4,307 | $297.88K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +2,954 | — | 2,954 | $204.00K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +2,447 | +8.0% | 33,215 | $2.30M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -1,615 | -2.9% | 53,744 | $3.72M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +855 | +13.9% | 7,024 | $493.47K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +420 | — | 420 | $29.05K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -389 | -2.3% | 16,866 | $1.17M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -22 | -0.3% | 6,939 | $479.93K | Q2 2026 | Aug 14, 2026 |
| Bnp Paribas Financial Markets | Buy | +50,000 | — | 50,000 | $3.46M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -7,849 | -19.3% | 32,783 | $2.27M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -6,978 | -1.4% | 497,599 | $34.42M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +941 | +9.1% | 11,296 | $781.32K | Q2 2026 | Aug 13, 2026 |
| Natixis | Sell | -142 | -99.3% | 1 | $69.00 | Q2 2026 | Aug 13, 2026 |
| Pgim Custom Harvest Llc | Sell | -106 | -0.8% | 13,811 | $955.26K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +70 | +6.8% | 1,103 | $76.30K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -35 | -0.9% | 4,063 | $281.04K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +13,714 | — | 13,714 | $953.27K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +8,476 | — | 8,476 | $586.26K | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about FXD activity
Which institutional owners are buying FXD?
Institutional owners buying FXD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FXD activity?
"Buy" means an investor increased their reported position in FXD compared to the prior reporting period. This reflects growing exposure to FIRST TRUST CONSUMER DISCRET (FXD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FXD increasing?
Institutional interest in FXD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.