FXG Institutional Ownership & Shareholders
FIRST TRUST CONSUMER STAPLES (FXG) is currently held by 101 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $112.82M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FXG tracked by InsiderSet, reporting ownership valued at approximately $18.65M 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 $18.42M, representing an estimated loss of -1.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed FXG value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST CONSUMER STAPLES (FXG).
This page ranks the largest institutional FXG 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
101
Total Reported Value
$112.82M
Largest Holder
Lpl Financial Llc
Largest Position
$18.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
135
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 297,896 | $18,654,274 | $18,420,399 | -$233,875 | -1.25% | |
| Morgan Stanley | 0.00% | 193,406 | $12,111,121 | $11,959,260 | -$151,861 | -1.25% | |
| Wells Fargo & Company/Mn | 0.00% | 164,660 | $10,311,040 | $10,181,751 | -$129,289 | -1.25% | |
| Independent Advisor Alliance | 0.15% | 101,267 | $6,341,361 | $6,261,845 | -$79,516 | -1.25% | |
| Osaic Holdings, Inc. | 0.01% | 92,468 | $5,790,521 | $5,717,759 | -$72,762 | -1.26% | |
| Raymond James Financial Inc | 0.00% | 84,344 | $5,281,602 | $5,215,411 | -$66,191 | -1.25% | |
| Stifel Financial Corp | 0.00% | 67,381 | $4,219,555 | $4,166,504 | -$53,051 | -1.26% | |
| Royal Bank Of Canada | 0.00% | 59,812 | $3,745,000 | $3,698,475 | -$46,525 | -1.24% | |
| Bank Of America Corp | 0.00% | 58,748 | $3,678,814 | $3,632,683 | -$46,131 | -1.25% | |
| Commonwealth Equity Services, Llc | 0.00% | 52,090 | $3,011,601 | $3,220,985 | +$209,384 | +6.95% | |
| Citigroup Inc | 0.00% | 43,291 | $2,710,880 | $2,676,899 | -$33,981 | -1.25% | |
| Ubs Group Ag | 0.00% | 42,113 | $2,637,116 | $2,604,057 | -$33,059 | -1.25% | |
| Cedrus Wealth Group Llc | 1.96% | 35,806 | $2,242,174 | $2,214,064 | -$28,110 | -1.25% | |
| Susquehanna International Group, Llp | 0.00% | 33,299 | $2,085,184 | $2,059,044 | -$26,140 | -1.25% | |
| Rockefeller Capital Management L.P. | 0.00% | 29,821 | $1,867,453 | $1,843,982 | -$23,471 | -1.26% | |
| Pgim Custom Harvest Llc | 0.02% | 28,269 | $1,770,205 | $1,748,014 | -$22,191 | -1.25% | |
| Janney Montgomery Scott Llc | 0.00% | 25,610 | $1,604,000 | $1,583,594 | -$20,406 | -1.27% | |
| Goldman Sachs Group Inc | 0.00% | 23,497 | $1,471,382 | $1,452,937 | -$18,445 | -1.25% | |
| Envestnet Asset Management Inc | 0.00% | 22,591 | $1,414,671 | $1,396,914 | -$17,757 | -1.26% | |
| Signature Estate & Investment Advisors Llc | 0.02% | 20,851 | $1,205,532 | $1,289,322 | +$83,790 | +6.95% | |
| Proactive Wealth Strategies Llc | 0.17% | 17,182 | $1,075,900 | $1,062,449 | -$13,451 | -1.25% | |
| Regal Investment Advisors Llc | 0.05% | 16,654 | $1,042,902 | $1,029,800 | -$13,102 | -1.26% | |
| Cetera Investment Advisers | 0.00% | 16,419 | $1,028,172 | $1,015,269 | -$12,903 | -1.25% | |
| Truist Financial Corp | 0.00% | 16,415 | $949,043 | $1,015,022 | +$65,979 | +6.95% | |
| Harbour Investments, Inc. | 0.01% | 14,946 | $935,933 | $924,186 | -$11,747 | -1.26% | |
| Jpmorgan Chase & Co | 0.00% | 14,643 | $929,544 | $905,450 | -$24,094 | -2.59% | |
| Schrum Private Wealth Management Llc | 0.92% | 13,835 | $891,458 | $855,487 | -$35,971 | -4.04% | |
| Kestra Advisory Services, Llc | 0.00% | 11,994 | $693,437 | $741,649 | +$48,212 | +6.95% | |
| Hrt Financial Lp | 0.00% | 9,535 | $597,000 | $589,597 | -$7,403 | -1.24% | |
| Worthington Financial Partners, Llc | 0.49% | 9,995 | $577,849 | $618,041 | +$40,192 | +6.96% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 8,951 | $560,546 | $553,485 | -$7,061 | -1.26% | |
| Private Advisor Group, Llc | 0.00% | 8,926 | $558,926 | $551,939 | -$6,987 | -1.25% | |
| Meridian Wealth Management, Llc | 0.02% | 8,645 | $541,350 | $534,564 | -$6,786 | -1.25% | |
| Pacific Sun Financial Corp | 0.22% | 8,558 | $535,902 | $529,184 | -$6,718 | -1.25% | |
| Waverly Advisors, Llc | 0.00% | 8,543 | $534,990 | $528,256 | -$6,734 | -1.26% | |
| Farther Finance Advisors, Llc | 0.00% | 8,853 | $511,831 | $547,425 | +$35,594 | +6.95% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 7,313 | $457,940 | $452,199 | -$5,741 | -1.25% | |
| Gts Securities Llc | 0.01% | 6,866 | $429,949 | $424,559 | -$5,390 | -1.25% | |
| Keating Financial Advisory Services, Inc. | 0.06% | 6,851 | $429,010 | $423,632 | -$5,378 | -1.25% | |
| Creative Planning | 0.00% | 7,187 | $415,505 | $444,408 | +$28,903 | +6.96% | |
| Two Sigma Investments, Lp | 0.00% | 6,400 | $400,768 | $395,744 | -$5,024 | -1.25% | |
| Rpg Family Wealth Advisory, Llc | 0.07% | 6,353 | $397,825 | $392,838 | -$4,987 | -1.25% | |
| Risk Paradigm Group, Llc | 0.30% | 6,203 | $388,432 | $383,563 | -$4,869 | -1.25% | |
| Mml Investors Services, Llc | 0.00% | 6,071 | $380,162 | $375,400 | -$4,762 | -1.25% | |
| Belpointe Asset Management Llc | 0.01% | 5,490 | $343,839 | $339,474 | -$4,365 | -1.27% | |
| Summit Financial, Llc | 0.00% | 5,451 | $341,333 | $337,063 | -$4,270 | -1.25% | |
| Great Valley Advisor Group, Inc. | 0.01% | 5,138 | $321,551 | $317,708 | -$3,843 | -1.20% | |
| Trueblood Wealth Management, Llc | 0.11% | 5,551 | $320,916 | $343,246 | +$22,330 | +6.96% | |
| Ameritas Advisory Services, Llc | 0.01% | 4,896 | $306,582 | $302,744 | -$3,838 | -1.25% | |
| Nova Wealth Management, Inc. | 0.16% | 4,672 | $292,558 | $288,893 | -$3,665 | -1.25% |
Frequently asked questions about FXG
Who are the largest institutional holders of FXG?
The largest institutional holders of FXG reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Wells Fargo & Company/Mn, Independent Advisor Alliance, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported FXG position.
What is FXG institutional ownership?
This page tracks FXG positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST CONSUMER STAPLES (FXG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FXG?
InsiderSet currently tracks 101 institutional managers reporting FXG 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 FXG shareholders.
How much FXG stock do institutions own?
Institutional investment managers disclosed approximately $112.82M in FXG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FXG institutional ownership last updated?
The latest FXG 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 FXG 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 FXG position after the reporting date.
Are institutions buying or selling FXG?
Institutional buying and selling can be analyzed by comparing FXG positions across consecutive 13F reporting periods. InsiderSet's FXG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FXG ownership changes.
How has FXG institutional ownership changed over time?
InsiderSet tracks FXG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.