Who owns FXG?
First Trust Consumer Staples AlphaDEX Fund · First Trust
108 institutions reported holding FXG, worth $118.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FXG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $18.7M | 297,896 | +29,273 shares |
| Morgan Stanley | New York, NY | $12.1M | 193,406 | −28,844 shares |
| Wells Fargo & Company | San Francisco, CA | $10.3M | 164,660 | −3,276 shares |
| Independent Advisor Alliance | Charlotte, NC | $6.3M | 101,267 | −21,627 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $5.8M | 92,468 | +21,244 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $5.3M | 84,344 | +1,389 shares |
| Stifel Financial Corp. | St. Louis, MO | $4.2M | 67,381 | +18,654 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $3.7M | 59,812 | −1,176 shares |
| Bank of America Corp. | Charlotte, NC | $3.7M | 58,748 | −2,489 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $3.6M | 57,847 | −9,143 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FXG?
108 institutional managers reported holding FXG in Form 13F filings for June 30, 2026, worth $118.0M in total. The largest reported position was held by LPL Financial LLC, at $18.7M.
Did institutions buy or sell FXG last quarter?
Reported 13F value fell 5.5% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 17 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FXG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.