FXD Institutional Ownership & Shareholders
FIRST TRUST CONSUMER DISCRET (FXD) is currently held by 111 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $154.16M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FXD tracked by InsiderSet, reporting ownership valued at approximately $34.42M in its June 30, 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 $34.07M, representing an estimated loss of -1.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% 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
111
Total Reported Value
$154.16M
Largest Holder
Morgan Stanley
Largest Position
$34.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
137
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% | 497,599 | $34,417,366 | $34,066,175 | -$351,191 | -1.02% | |
| Wells Fargo & Company/Mn | 0.00% | 389,948 | $26,971,462 | $26,696,269 | -$275,193 | -1.02% | |
| Raymond James Financial Inc | 0.00% | 146,906 | $10,161,001 | $10,057,346 | -$103,655 | -1.02% | |
| Lpl Financial Llc | 0.00% | 140,473 | $9,716,098 | $9,616,936 | -$99,162 | -1.02% | |
| Bank Of America Corp | 0.00% | 119,282 | $8,250,286 | $8,166,177 | -$84,109 | -1.02% | |
| Janney Montgomery Scott Llc | 0.01% | 75,547 | $5,225,000 | $5,172,031 | -$52,969 | -1.01% | |
| Stifel Financial Corp | 0.00% | 74,409 | $5,146,526 | $5,094,122 | -$52,404 | -1.02% | |
| Goldman Sachs Group Inc | 0.00% | 53,744 | $3,717,300 | $3,679,373 | -$37,927 | -1.02% | |
| Bnp Paribas Financial Markets | 0.00% | 50,000 | $3,458,340 | $3,423,055 | -$35,285 | -1.02% | |
| Excelsior Advisor Network Llc | 0.44% | 35,256 | $3,311,270 | $2,413,665 | -$897,605 | -27.11% | |
| Susquehanna International Group, Llp | 0.00% | 33,215 | $2,297,376 | $2,273,935 | -$23,441 | -1.02% | |
| Ubs Group Ag | 0.00% | 32,783 | $2,267,502 | $2,244,360 | -$23,142 | -1.02% | |
| Tradewell Securities, Llc. | 0.76% | 34,947 | $2,241,260 | $2,392,510 | +$151,250 | +6.75% | |
| Truist Financial Corp | 0.00% | 34,725 | $2,227,039 | $2,377,312 | +$150,273 | +6.75% | |
| Paragon Private Wealth Management, Llc | 0.57% | 29,117 | $1,867,353 | $1,993,382 | +$126,029 | +6.75% | |
| Ameriprise Financial Inc | 0.00% | 25,473 | $1,761,877 | $1,743,910 | -$17,967 | -1.02% | |
| Royal Bank Of Canada | 0.00% | 24,457 | $1,692,000 | $1,674,353 | -$17,647 | -1.04% | |
| Envestnet Asset Management Inc | 0.00% | 20,666 | $1,429,391 | $1,414,817 | -$14,574 | -1.02% | |
| Cottonwood Capital Advisors, Llc | 0.85% | 21,915 | $1,405,459 | $1,500,325 | +$94,866 | +6.75% | |
| Kestra Advisory Services, Llc | 0.00% | 21,415 | $1,373,383 | $1,466,094 | +$92,711 | +6.75% | |
| Osaic Holdings, Inc. | 0.00% | 16,866 | $1,166,847 | $1,154,665 | -$12,182 | -1.04% | |
| Cetera Investment Advisers | 0.00% | 15,625 | $1,080,762 | $1,069,705 | -$11,057 | -1.02% | |
| Stephens Inc | 0.01% | 13,998 | $968,197 | $958,318 | -$9,879 | -1.02% | |
| Pgim Custom Harvest Llc | 0.01% | 13,811 | $955,263 | $945,516 | -$9,747 | -1.02% | |
| Jpmorgan Chase & Co | 0.00% | 13,714 | $953,266 | $938,876 | -$14,390 | -1.51% | |
| Citadel Advisors Llc | 0.00% | 13,034 | $901,520 | $892,322 | -$9,198 | -1.02% | |
| Summit Financial, Llc | 0.01% | 12,332 | $852,980 | $844,262 | -$8,718 | -1.02% | |
| Schrum Private Wealth Management Llc | 0.86% | 14,006 | $839,075 | $958,866 | +$119,791 | +14.28% | |
| Citigroup Inc | 0.00% | 11,788 | $815,338 | $807,019 | -$8,319 | -1.02% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 11,296 | $781,320 | $773,337 | -$7,983 | -1.02% | |
| Mml Investors Services, Llc | 0.00% | 10,570 | $731,114 | $723,634 | -$7,480 | -1.02% | |
| Commonwealth Equity Services, Llc | 0.00% | 11,292 | $724,180 | $773,063 | +$48,883 | +6.75% | |
| Farther Finance Advisors, Llc | 0.00% | 10,636 | $682,122 | $728,152 | +$46,030 | +6.75% | |
| Private Advisor Group, Llc | 0.00% | 9,287 | $642,382 | $635,798 | -$6,584 | -1.02% | |
| Newedge Advisors, Llc | 0.00% | 8,476 | $586,258 | $580,276 | -$5,982 | -1.02% | |
| Sequoia Financial Advisors | 0.00% | 8,073 | $558,384 | $552,686 | -$5,698 | -1.02% | |
| Baird Financial Group, Inc. | 0.00% | 8,066 | $557,899 | $552,207 | -$5,692 | -1.02% | |
| Mtm Investment Management, Llc | 0.16% | 8,422 | $540,131 | $576,579 | +$36,448 | +6.75% | |
| Elser Financial Planning, Inc | 0.02% | 8,000 | $513,066 | $547,689 | +$34,623 | +6.75% | |
| Retirement Planning Group, Llc | 0.01% | 7,803 | $500,432 | $534,202 | +$33,770 | +6.75% | |
| Navellier & Associates Inc | 0.04% | 7,190 | $497,309 | $492,235 | -$5,074 | -1.02% | |
| Jones Financial Companies Lllp | 0.00% | 7,024 | $493,466 | $480,871 | -$12,595 | -2.55% | |
| Iht Wealth Management, Llc | 0.01% | 6,939 | $479,927 | $475,052 | -$4,875 | -1.02% | |
| Jane Street Group, Llc | 0.00% | 6,065 | $419,497 | $415,217 | -$4,280 | -1.02% | |
| Rpg Family Wealth Advisory, Llc | 0.07% | 5,931 | $410,228 | $406,043 | -$4,185 | -1.02% | |
| Qube Research & Technologies Ltd | 0.00% | 5,918 | $409,329 | $405,153 | -$4,176 | -1.02% | |
| Level Four Advisory Services, Llc | 0.01% | 5,783 | $399,992 | $395,911 | -$4,081 | -1.02% | |
| Risk Paradigm Group, Llc | 0.31% | 5,762 | $398,539 | $394,473 | -$4,066 | -1.02% | |
| Waverly Advisors, Llc | 0.00% | 5,031 | $347,978 | $344,428 | -$3,550 | -1.02% | |
| Creative Planning | 0.00% | 5,409 | $346,881 | $370,306 | +$23,425 | +6.75% |
Frequently asked questions about FXD
Who are the largest institutional holders of FXD?
The largest institutional holders of FXD reported in the latest SEC Form 13F filings include Morgan Stanley, Wells Fargo & Company/Mn, Raymond James Financial Inc, Lpl Financial Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported FXD position.
What is FXD institutional ownership?
This page tracks FXD positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST CONSUMER DISCRET (FXD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FXD?
InsiderSet currently tracks 111 institutional managers reporting FXD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FXD shareholders.
How much FXD stock do institutions own?
Institutional investment managers disclosed approximately $154.16M in FXD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FXD institutional ownership last updated?
The latest FXD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FXD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FXD position after the reporting date.
Are institutions buying or selling FXD?
Institutional buying and selling can be analyzed by comparing FXD positions across consecutive 13F reporting periods. InsiderSet's FXD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FXD ownership changes.
How has FXD institutional ownership changed over time?
InsiderSet tracks FXD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.