FXD

First Trust Consumer Discret

-$40.8M

Net Activity

Institutions Holding

111

Popularity Rank

#4234

Avg Weight

0.04%

Total Value

$147.3M

Ownership Trend

111 institutions currently hold FXD, with 33 net buyers and 54 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

54

Net Buying Institutions

33

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$32.3M
WF
Wells Fargo & Company/mn
$25.4M
RJ
Raymond James Financial INC
$10.7M
LF
LPL Financial LLC
$8.9M
BO
Bank Of America CORP /de/
$8.1M

Top 5 by Conviction

CC
Cottonwood Capital Advisors, LLC
1.00%
TS
TradeWell Securities, LLC.
0.81%
PP
Paragon Private Wealth Management, LLC
0.69%
SP
Schrum Private Wealth Management LLC
0.69%
RP
Risk Paradigm Group, LLC
0.27%
View all 111 holding institutions

Quarterly Activity

Recent Activity

+$52.8M

Total Buy Value

$175.5M

Total Sell Value

New buy11
Trim42
Add22
Sold out12

33

Net Buyers

54

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST TRUST CONSUMER DISCRET (FXD)?
Major stakeholders currently include Morgan Stanley ($32.3M), Wells Fargo & Company/mn ($25.4M), Raymond James Financial INC ($10.7M). Based on the latest 13F filings, there are a total of 111 tracked investment funds and institutions maintaining positions in FXD.
What is the overall institutional sentiment toward FXD recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $40.8M, driven by 33 managers accumulating shares while 54 reduced their exposure.
Which institutions have been selling or reducing their FXD positions?
In the latest period, 42 funds trimmed their holdings, and 12 managers completely exited their positions. The aggregate reported sell value was $175.5M.
Are there any notable investors adding FXD to their portfolios?
Yes, buying activity remains notable. 11 institutions opened new positions in {ticker}, and 22 existing holders added to their shares. The total reported buy value for the quarter amounted to $52.8M.

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