FIRST TRUST CONSUMER STAPLES (FXG) Institutional Shareholders
FIRST TRUST CONSUMER STAPLES (FXG) 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 $117.67M in FXG holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FXG tracked by InsiderSet, reporting ownership valued at approximately $17.12M 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 $17.43M, representing an estimated gain of +1.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% 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
111
Total Reported Value
$117.67M
Largest Holder
Lpl Financial Llc
Largest Position
$17.12M
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 |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 268,623 | $17,116,626 | $17,429,200 | +$312,574 | +1.83% | |
| Morgan Stanley | 0.00% | 222,250 | $14,161,869 | $14,420,358 | +$258,489 | +1.83% | |
| Wells Fargo & Company/Mn | 0.00% | 167,936 | $10,700,856 | $10,896,275 | +$195,419 | +1.83% | |
| Independent Advisor Alliance | 0.08% | 122,894 | $7,830,854 | $7,973,793 | +$142,939 | +1.83% | |
| Raymond James Financial Inc | 0.00% | 82,955 | $5,285,904 | $5,382,411 | +$96,507 | +1.83% | |
| Osaic Holdings, Inc. | 0.01% | 71,224 | $4,538,574 | $4,621,262 | +$82,688 | +1.82% | |
| Bank Of America Corp | 0.00% | 61,237 | $3,902,022 | $3,973,271 | +$71,249 | +1.83% | |
| Royal Bank Of Canada | 0.00% | 60,988 | $3,886,000 | $3,957,115 | +$71,115 | +1.83% | |
| Commonwealth Equity Services, Llc | 0.00% | 57,847 | $3,622,359 | $3,753,316 | +$130,957 | +3.62% | |
| Stifel Financial Corp | 0.00% | 48,727 | $3,104,893 | $3,161,578 | +$56,685 | +1.83% | |
| Citigroup Inc | 0.00% | 42,392 | $2,701,238 | $2,750,541 | +$49,303 | +1.83% | |
| Ubs Group Ag | 0.00% | 36,844 | $2,347,700 | $2,390,568 | +$42,868 | +1.83% | |
| Cedrus Wealth Group Llc | 1.96% | 35,806 | $2,242,174 | $2,323,219 | +$81,045 | +3.61% | |
| Susquehanna International Group, Llp | 0.00% | 32,591 | $2,076,699 | $2,114,618 | +$37,919 | +1.83% | |
| Envestnet Asset Management Inc | 0.00% | 29,153 | $1,857,651 | $1,891,549 | +$33,898 | +1.82% | |
| Cetera Investment Advisers | 0.00% | 28,824 | $1,836,686 | $1,870,202 | +$33,516 | +1.82% | |
| Pgim Custom Harvest Llc | 0.03% | 28,269 | $1,801,301 | $1,834,192 | +$32,891 | +1.83% | |
| Rockefeller Capital Management L.P. | 0.00% | 27,821 | $1,772,784 | $1,805,124 | +$32,340 | +1.82% | |
| Goldman Sachs Group Inc | 0.00% | 27,334 | $1,741,722 | $1,773,526 | +$31,804 | +1.83% | |
| Citadel Advisors Llc | 0.00% | 22,574 | $1,438,415 | $1,464,680 | +$26,265 | +1.83% | |
| Signature Estate & Investment Advisors Llc | 0.02% | 20,958 | $1,312,376 | $1,359,828 | +$47,452 | +3.62% | |
| Navellier & Associates Inc | 0.14% | 20,341 | $1,296,129 | $1,319,795 | +$23,666 | +1.83% | |
| Proactive Wealth Strategies Llc | 0.21% | 17,258 | $1,099,708 | $1,119,759 | +$20,051 | +1.82% | |
| Regal Investment Advisors Llc | 0.06% | 17,239 | $1,098,498 | $1,118,527 | +$20,029 | +1.82% | |
| Truist Financial Corp | 0.00% | 15,845 | $992,198 | $1,028,079 | +$35,881 | +3.62% | |
| Harbour Investments, Inc. | 0.01% | 15,112 | $962,973 | $980,519 | +$17,546 | +1.82% | |
| Two Sigma Investments, Lp | 0.00% | 15,000 | $955,800 | $973,253 | +$17,453 | +1.83% | |
| Schrum Private Wealth Management Llc | 0.73% | 14,947 | $952,423 | $969,814 | +$17,391 | +1.83% | |
| Kestra Advisory Services, Llc | 0.00% | 12,213 | $764,764 | $792,422 | +$27,658 | +3.62% | |
| Creative Planning | 0.00% | 11,772 | $750,121 | $763,809 | +$13,688 | +1.82% | |
| Gts Securities Llc | 0.02% | 11,006 | $701,302 | $714,108 | +$12,806 | +1.83% | |
| Pacific Sun Financial Corp | 0.32% | 10,218 | $651,091 | $662,980 | +$11,889 | +1.83% | |
| Meridian Wealth Management, Llc | 0.02% | 10,029 | $639,048 | $650,717 | +$11,669 | +1.83% | |
| Worthington Financial Partners, Llc | 0.51% | 9,927 | $621,654 | $644,099 | +$22,445 | +3.61% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 9,365 | $596,770 | $607,634 | +$10,864 | +1.82% | |
| Farther Finance Advisors, Llc | 0.00% | 9,128 | $571,598 | $592,257 | +$20,659 | +3.61% | |
| Private Advisor Group, Llc | 0.00% | 8,926 | $558,926 | $579,150 | +$20,224 | +3.62% | |
| Waverly Advisors, Llc | 0.00% | 8,543 | $544,388 | $554,300 | +$9,912 | +1.82% | |
| Trueblood Wealth Management, Llc | 0.18% | 8,429 | $527,810 | $546,903 | +$19,093 | +3.62% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 7,523 | $479,365 | $488,119 | +$8,754 | +1.83% | |
| Keating Financial Advisory Services, Inc. | 0.08% | 7,394 | $471,146 | $479,749 | +$8,603 | +1.83% | |
| Hightower Advisors, Llc | 0.00% | 6,935 | $441,960 | $449,967 | +$8,007 | +1.81% | |
| Iht Wealth Management, Llc | 0.01% | 5,483 | $349,390 | $355,756 | +$6,366 | +1.82% | |
| Belpointe Asset Management Llc | 0.01% | 5,490 | $343,839 | $356,210 | +$12,371 | +3.60% | |
| Rpg Family Wealth Advisory, Llc | 0.08% | 5,329 | $339,564 | $345,764 | +$6,200 | +1.83% | |
| Risk Paradigm Group, Llc | 0.28% | 5,179 | $330,006 | $336,032 | +$6,026 | +1.83% | |
| Great Valley Advisor Group, Inc. | 0.01% | 5,165 | $329,017 | $335,123 | +$6,106 | +1.86% | |
| Summit Financial, Llc | 0.00% | 4,836 | $308,121 | $313,777 | +$5,656 | +1.84% | |
| Nova Wealth Management, Inc. | 0.16% | 4,672 | $292,558 | $303,136 | +$10,578 | +3.62% | |
| Madden Advisory Services, Inc. | 0.11% | 4,544 | $289,544 | $294,831 | +$5,287 | +1.83% |
Frequently asked questions about FXG
Who owns the most FXG stock?
The largest holders of FXG 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 STAPLES (FXG).
Is FXG widely held by superinvestors?
Many widely followed stocks like FXG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FXG 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.