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Disclosery

FXG FIRST TR EXCHANGE-TRADED FD

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CONSUMR STAPLE (fund)

113 managers (113 13F filers) reported a position in FXG shares at 2025-12-31, 2,294,771 shares in all. 9 filers opened a position and 9 filers sold out during the quarter.

Managers
113
13F filers
113
New
9
Added
29
Reduced
47
Sold out
9
Shares held by filers
2,294,771

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY444,087$26.9M<0.01%-69,10513F-HR/ATimelineGroup
LPL Financial LLC271,312$16.5M<0.01%-17,77213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN148,283$9M<0.01%-5,26513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC94,836$5.75M<0.01%-6,43713F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.92,535$5.62M0.08%-3,15213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/85,366$5.18M<0.01%-47613F-HRTimelineGroup
Independent Advisor Alliance83,822$5.09M0.12%+7,20813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA62,431$3.79M<0.01%+6,04013F-HRTimelineGroup
Milestones Private Investment Advisors …56,639$3.44M2.36%+6,78713F-HRTimeline
UBS Group AGin group UBS Group AG54,982$3.34M<0.01%+18,35113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC52,733$3.2M<0.01%-22,50113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,722$3.2M<0.01%+27,62713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC49,475$3M<0.01%+18,97413F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC42,242$2.56M<0.01%-1,81713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP33,008$2M<0.01%-8,05313F-HRTimelineGroup
Janney Montgomery Scott LLC30,676$1.86M<0.01%-1,11313F-HRTimeline
Cambridge Investment Research Advisors,…30,499$1.85M<0.01%-8,81613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC30,359$1.84M0.04%+8,21513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,331$1.84M<0.01%+5,87313F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC28,815$1.75M0.03%-1,72913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,346$1.72M<0.01%+4,75013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…26,346$1.6M0.03%-65713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,750$1.56M<0.01%-1,80913F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,644$1.56M<0.01%+1,81513F-HRTimelineGroup
Cetera Investment Advisers24,527$1.49M<0.01%+10813F-HRTimeline
NAVELLIER & ASSOCIATES INC22,852$1.39M0.16%new13F-HRTimeline
Regal Investment Advisors LLC17,239$1.05M0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.16,659$1.01M0.02%-2,28913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP16,501$1M<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,247$986K<0.01%+1,27413F-HRTimelineGroup
Schrum Private Wealth Management LLC14,947$907K0.67%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,388$873K<0.01%+1,79313F-HRTimelineGroup
Creative Planningin group Creative Planning13,773$836K<0.01%-1,15713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,521$699K<0.01%-2,72213F-HRTimelineGroup
Pacific Sun Financial Corp10,628$645K0.31%-1,57013F-HRTimeline
Meridian Wealth Management, LLC10,029$609K0.02%-1,02013F-HRTimeline
Farther Finance Advisors, LLC9,137$554K0.01%+113F-HRTimeline
Trueblood Wealth Management, LLC8,698$528K0.21%+4413F-HRTimeline
Proactive Wealth Strategies LLC8,670$526K0.21%-9813F-HRTimeline
GTS SECURITIES LLC8,616$523K0.02%-30,38213F-HRTimeline
Waverly Advisors, LLC8,569$520K<0.01%+47813F-HRTimeline
MML INVESTORS SERVICES, LLC8,493$515K<0.01%-82913F-HRTimeline
Worthington Financial Partners, LLC8,475$514K0.46%13F-HRTimeline
Private Advisor Group, LLC8,151$495K<0.01%-72113F-HRTimeline
Steward Partners Investment Advisory, L…7,920$481K<0.01%+9513F-HRTimeline
Keating Financial Advisory Services, In…7,394$449K0.06%13F-HRTimeline
HighTower Advisors, LLC7,034$427K<0.01%-54213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,860$416K<0.01%+19013F-HRTimelineGroup
IHT Wealth Management, LLC5,827$354K0.01%new13F-HRTimeline
Belpointe Asset Management LLC5,779$351K0.01%-2,78313F-HRTimeline
Nova Wealth Management, Inc.5,747$349K0.24%-3,62813F-HRTimeline
Coppell Advisory Solutions LLC5,319$325K0.03%-5513F-HRTimeline
HBW ADVISORY SERVICES LLC5,214$316K0.03%-2,77413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,166$313K0.01%-28613F-HRTimelineGroup
Madden Advisory Services, Inc.5,114$310K0.12%-1,44213F-HRTimeline
Atria Investments, Inc4,956$301K<0.01%+3113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,473$271K0.01%013F-HRTimelineGroup
Stonebridge Financial Planning Group, L…4,425$269K0.1%-85013F-HRTimeline
Global View Capital Management LLC4,423$268K0.05%-1,69813F-HRTimeline
Gotham Asset Management, LLC4,356$264K<0.01%013F-HRTimeline
Western Wealth Management, LLC3,800$231K0.01%-51313F-HRTimeline
Rehmann Capital Advisory Group3,793$230K0.01%-1,05113F-HRTimeline
IFP Advisors, Inc3,785$230K0.01%-25013F-HRTimeline
CX Institutional3,737$227K0.01%-3,80413F-HRTimeline
Cornerstone Wealth Management, LLC3,609$219K0.01%+213F-HRTimeline
Gateway Wealth Partners, LLC3,605$219K0.02%-1,01513F-HRTimeline
Sound Income Strategies, LLC3,383$215K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC3,525$214K<0.01%013F-HRTimelineGroup
COMERICA BANK2,986$181K<0.01%013F-HRTimeline
NewEdge Advisors, LLC2,609$158K<0.01%-1,54513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,486$151K<0.01%-28513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,132$129K<0.01%+21513F-HR/ATimelineGroup
Geneos Wealth Management Inc.2,100$127K<0.01%-1,59013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,033$123K<0.01%+113F-HRTimelineGroup
Global Retirement Partners, LLC1,882$114K<0.01%-78113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,851$112K0.04%013F-HRTimeline
FMR LLCin group FMR LLC1,794$109K<0.01%-31513F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,779$108K0.04%013F-HRTimeline
HOWE & RUSLING INC1,714$104K0.01%-13513F-HRTimeline
MAI Capital Management1,599$97K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,563$94.8K0.05%-1,61513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,307$79.3K<0.01%+1,21613F-HRTimeline
LANARK FINANCIAL, INC.1,025$62.3K<0.01%+1713F-HRTimeline
City State Bank1,000$60.7K0.02%013F-HRTimeline
CoreCap Advisors, LLC844$51.2K<0.01%-30213F-HRTimeline
Park Square Financial Group, LLC701$44.9K0.27%+58213F-HRTimeline
MGB Wealth Management, LLC555$33.7K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC410$24.9K0.01%13F-HRTimeline
AE Wealth Management LLC338$20.5K<0.01%+6813F-HRTimeline
Larson Financial Group LLC285$17.3K<0.01%013F-HRTimeline
SIGNATUREFD, LLC274$16.6K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.274$16.6K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…252$15.3K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV244$14.8K<0.01%+213F-HRTimeline
Physician Wealth Advisors, Inc.241$14.6K<0.01%013F-HRTimeline
MCF Advisors LLC240$14.6K<0.01%013F-HRTimeline
Winch Advisory Services, LLC222$13.5K<0.01%+213F-HRTimeline
AlphaCore Capital LLC192$11.7K<0.01%new13F-HRTimeline
Garton & Associates Financial Advisors …166$10.1K0.01%13F-HRTimeline
Blue Trust, Inc.162$9.84K<0.01%-1413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.154$9.35K<0.01%new13F-HRTimeline
Arax Advisory Partners149$9.04K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC135$8.19K<0.01%013F-HRTimeline
Allworth Financial LP125$7.58K<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC95$5.76K<0.01%013F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.76$4.61K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC65$3.94K<0.01%013F-HRTimeline
High Note Wealth, LLC49$2.97K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc28$1.71K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…20$1.21K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$303<0.01%-3,40813F-HRTimelineGroup
Elevated Capital Advisors, LLC4$243<0.01%new13F-HRTimeline
Founders Capital Management3$204<0.01%013F-HRTimeline