FIRST TRUST CONSUMER DISCRET (FXD) Institutional Shareholders
FIRST TRUST CONSUMER DISCRET (FXD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $140.04M in FXD holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FXD tracked by InsiderSet, reporting ownership valued at approximately $32.30M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $35.31M, representing an estimated gain of +9.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed FXD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in FIRST TRUST CONSUMER DISCRET (FXD).
This page ranks the largest institutional FXD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
108
Total Reported Value
$140.04M
Largest Holder
Morgan Stanley
Largest Position
$32.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
129
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 504,577 | $32,303,130 | $35,305,253 | +$3,002,123 | +9.29% | |
| Wells Fargo & Company/Mn | 0.01% | 397,474 | $25,446,299 | $27,811,256 | +$2,364,957 | +9.29% | |
| Raymond James Financial Inc | 0.00% | 167,865 | $10,746,717 | $11,745,514 | +$998,797 | +9.29% | |
| Lpl Financial Llc | 0.00% | 138,851 | $8,889,253 | $9,715,404 | +$826,151 | +9.29% | |
| Bank Of America Corp | 0.00% | 125,875 | $8,058,501 | $8,807,474 | +$748,973 | +9.29% | |
| Stifel Financial Corp | 0.00% | 80,095 | $5,127,725 | $5,604,247 | +$476,522 | +9.29% | |
| Goldman Sachs Group Inc | 0.00% | 55,359 | $3,544,083 | $3,873,469 | +$329,386 | +9.29% | |
| Truist Financial Corp | 0.00% | 47,025 | $3,252,564 | $3,290,339 | +$37,775 | +1.16% | |
| Ubs Group Ag | 0.00% | 40,632 | $2,601,261 | $2,843,021 | +$241,760 | +9.29% | |
| Paragon Private Wealth Management, Llc | 0.60% | 33,377 | $2,308,588 | $2,335,389 | +$26,801 | +1.16% | |
| Royal Bank Of Canada | 0.00% | 35,331 | $2,262,000 | $2,472,110 | +$210,110 | +9.29% | |
| Tradewell Securities, Llc. | 0.80% | 32,487 | $2,246,998 | $2,273,115 | +$26,117 | +1.16% | |
| Susquehanna International Group, Llp | 0.00% | 30,768 | $1,969,767 | $2,152,837 | +$183,070 | +9.29% | |
| Citadel Advisors Llc | 0.00% | 25,931 | $1,660,103 | $1,814,392 | +$154,289 | +9.29% | |
| Ameriprise Financial Inc | 0.00% | 25,837 | $1,654,065 | $1,807,815 | +$153,750 | +9.30% | |
| Cottonwood Capital Advisors, Llc | 0.92% | 21,987 | $1,520,785 | $1,538,430 | +$17,645 | +1.16% | |
| Envestnet Asset Management Inc | 0.00% | 20,666 | $1,429,391 | $1,446,000 | +$16,609 | +1.16% | |
| Navellier & Associates Inc | 0.14% | 20,681 | $1,323,998 | $1,447,050 | +$123,052 | +9.29% | |
| Cetera Investment Advisers | 0.00% | 19,980 | $1,279,113 | $1,398,001 | +$118,888 | +9.29% | |
| Kestra Advisory Services, Llc | 0.00% | 17,179 | $1,188,242 | $1,202,015 | +$13,773 | +1.16% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,178 | $1,188,180 | $1,201,945 | +$13,765 | +1.16% | |
| Osaic Holdings, Inc. | 0.00% | 17,255 | $1,104,763 | $1,207,332 | +$102,569 | +9.28% | |
| Stephens Inc | 0.01% | 13,998 | $968,197 | $979,440 | +$11,243 | +1.16% | |
| Schrum Private Wealth Management Llc | 0.69% | 14,206 | $909,500 | $993,994 | +$84,494 | +9.29% | |
| Pgim Custom Harvest Llc | 0.01% | 13,917 | $890,966 | $973,772 | +$82,806 | +9.29% | |
| Citigroup Inc | 0.00% | 11,788 | $815,338 | $824,806 | +$9,468 | +1.16% | |
| Farther Finance Advisors, Llc | 0.01% | 11,025 | $762,564 | $771,419 | +$8,855 | +1.16% | |
| Independent Advisor Alliance | 0.01% | 11,789 | $754,702 | $824,876 | +$70,174 | +9.30% | |
| Summit Financial, Llc | 0.01% | 11,719 | $750,264 | $819,978 | +$69,714 | +9.29% | |
| Qube Research & Technologies Ltd | 0.00% | 11,612 | $743,400 | $812,492 | +$69,092 | +9.29% | |
| Mml Investors Services, Llc | 0.00% | 10,794 | $691,025 | $755,256 | +$64,231 | +9.30% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 10,355 | $662,908 | $724,539 | +$61,631 | +9.30% | |
| Private Advisor Group, Llc | 0.00% | 9,287 | $642,382 | $649,811 | +$7,429 | +1.16% | |
| Retirement Planning Group, Llc | 0.02% | 9,677 | $619,499 | $677,100 | +$57,601 | +9.30% | |
| Mtm Investment Management, Llc | 0.17% | 8,422 | $582,523 | $589,287 | +$6,764 | +1.16% | |
| Sequoia Financial Advisors | 0.00% | 8,073 | $558,384 | $564,868 | +$6,484 | +1.16% | |
| Baird Financial Group, Inc. | 0.00% | 8,722 | $558,382 | $610,278 | +$51,896 | +9.29% | |
| Elser Financial Planning, Inc | 0.02% | 8,000 | $553,334 | $559,760 | +$6,426 | +1.16% | |
| Iht Wealth Management, Llc | 0.01% | 6,961 | $445,616 | $487,061 | +$41,445 | +9.30% | |
| Pnc Financial Services Group, Inc. | 0.00% | 6,047 | $387,158 | $423,109 | +$35,951 | +9.29% | |
| Jones Financial Companies Lllp | 0.00% | 6,169 | $385,905 | $431,645 | +$45,740 | +11.85% | |
| Level Four Advisory Services, Llc | 0.01% | 5,783 | $370,228 | $404,637 | +$34,409 | +9.29% | |
| Morey & Quinn Wealth Partners, Llc | 0.22% | 5,028 | $347,771 | $351,809 | +$4,038 | +1.16% | |
| Hilton Head Capital Partners, Llc | 0.17% | 4,762 | $329,372 | $333,197 | +$3,825 | +1.16% | |
| Rpg Family Wealth Advisory, Llc | 0.07% | 5,142 | $329,191 | $359,786 | +$30,595 | +9.29% | |
| Risk Paradigm Group, Llc | 0.27% | 4,973 | $318,371 | $347,961 | +$29,590 | +9.29% | |
| D. E. Shaw & Co., Inc. | 0.00% | 4,864 | $311,393 | $340,334 | +$28,941 | +9.29% | |
| Creative Planning | 0.00% | 4,842 | $309,985 | $338,795 | +$28,810 | +9.29% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 4,524 | $289,665 | $316,544 | +$26,879 | +9.28% | |
| Rockefeller Capital Management L.P. | 0.00% | 4,098 | $262,367 | $286,737 | +$24,370 | +9.29% |
Frequently asked questions about FXD
Who owns the most FXD stock?
The largest holders of FXD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST CONSUMER DISCRET (FXD).
Is FXD widely held by superinvestors?
Many widely followed stocks like FXD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FXD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.