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First Trust Consumer Discret (FXD)

CUSIP: 33734X101 | NYSE | 545 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

TradeWell Securities, Llc.34,947
0.8% of portfolio›$2.2M
Truist Financial Corp34,725
0.0% of portfolio›$2.2M
Paragon Private Wealth Management, LLC29,117
0.6% of portfolio›$1.9M
Cottonwood Capital Advisors, LLC21,915
0.8% of portfolio›$1.4M
Kestra Advisory Services, LLC21,415
0.0% of portfolio›$1.4M
Commonwealth Equity Services, LLC11,292
0.0% of portfolio›$724.2K
Farther Finance Advisors, LLC10,636
0.0% of portfolio›$682.1K
Cambridge Investment Research Advisors, Inc.9,149
0.0% of portfolio›$587.0K
MTM Investment Management, LLC8,422
0.2% of portfolio›$540.1K
Elser Financial Planning, Inc8,000
0.0% of portfolio›$513.1K
Retirement Planning Group, LLC7,803
0.0% of portfolio›$500.4K
Creative Planning5,409
0.0% of portfolio›$346.9K
Morey & Quinn Wealth Partners, LLC5,213
0.2% of portfolio›$334.3K
Hilton Head Capital Partners, LLC4,724
0.2% of portfolio›$303.0K
Concurrent Investment Advisors, LLC3,796
0.0% of portfolio›$243.5K
Ballew Advisors, Inc3,632
0.1% of portfolio›$234.6K
International Assets Investment Management, LLC3,112
0.0% of portfolio›$200.7K
Parallel Advisors, LLC2,541
0.0% of portfolio›$163.0K
Citigroup Inc1,474
0.0% of portfolio›$94.5K
CoreCap Advisors, LLC1,310
0.0% of portfolio›$84.0K
IFP Advisors, Inc1,156
0.0% of portfolio›$74.1K
Reap Financial Group, LLC823
0.0% of portfolio›$52.8K
CX Institutional728
0.0% of portfolio›$47
Piscataqua Savings Bank465
0.0% of portfolio›$29.8K
Signaturefd, LLC400
0.0% of portfolio›$25.7K
Atwood & Palmer Inc400
0.0% of portfolio›$25.7K
Lanark Financial, Inc.330
0.0% of portfolio›$21.2K
Nfsg Corp315
0.0% of portfolio›$20.2K
McCarley & Cook Financial Planners281
0.0% of portfolio›$18.0K
Gamma Investing LLC269
0.0% of portfolio›$17.3K
Mascoma Wealth Management LLC177
0.0% of portfolio›$11.4K
Mather Group, Llc.174
0.0% of portfolio›$11.2K
Quest 10 Wealth Builders, Inc.64
0.0% of portfolio›$4.1K
Balance Wealth Partners LLC49
0.0% of portfolio›$3.2K
Brown, Lisle Ings, Inc.35
0.0% of portfolio›$2.2K
POM Investment Strategies, LLC17
0.0% of portfolio›$1.1K
Dhjj Financial Advisors, Ltd.5
0.0% of portfolio›$321
Realta Investment Advisors1
0.0% of portfolio›$33
StyleTurnoverLocationFiled
TradeWell Securities, Llc.
34,947$2.2M0.8%GrowthVery LowFort Wayne, IN2026-10-21
Truist Financial Corp
34,725$2.2M0.0%CoreLowCharlotte, NC2026-10-30
Paragon Private Wealth Management, LLC
29,117$1.9M0.6%GrowthLowLexington, KY2026-10-20
Cottonwood Capital Advisors, LLC
21,915$1.4M0.8%ETFVery LowSalt Lake City, UT2026-10-20
Kestra Advisory Services, LLC
21,415$1.4M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
11,292$724.2K0.0%ETFLowWaltham, MA2026-11-02
Farther Finance Advisors, LLC
10,636$682.1K0.0%IndexLowSan Francisco, CA2026-10-08
Cambridge Investment Research Advisors, Inc.
9,149$587.0K0.0%ETFLowFairfield, IA2026-11-02
MTM Investment Management, LLC
8,422$540.1K0.2%CoreVery LowSpartanburg, SC2026-10-30
Elser Financial Planning, Inc
8,000$513.1K0.0%GARPLowIndianapolis, IN2026-10-16
Retirement Planning Group, LLC
7,803$500.4K0.0%ETFVery LowLeawood, KS2026-10-19
Creative Planning
5,409$346.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Morey & Quinn Wealth Partners, LLC
5,213$334.3K0.2%CoreVery LowOmaha, NE2026-10-28
Hilton Head Capital Partners, LLC
4,724$303.0K0.2%CoreMediumHilton Head Island, SC2026-10-23
Concurrent Investment Advisors, LLC
3,796$243.5K0.0%GrowthMediumTampa, FL2026-10-16
Ballew Advisors, Inc
3,632$234.6K0.1%ETFLowJackson, MS2026-10-05
International Assets Investment Management, LLC
3,112$200.7K0.0%CoreVery HighOrlando, FL2026-11-02
Parallel Advisors, LLC
2,541$163.0K0.0%IndexLowSan Francisco, CA2026-11-03
Citigroup Inc
1,474$94.5K0.0%CoreMediumNew York, NY2026-11-04
CoreCap Advisors, LLC
1,310$84.0K0.0%ETFMediumSouthfield, MI2026-10-08
IFP Advisors, Inc
1,156$74.1K0.0%GrowthLowTampa, FL2026-10-16
Reap Financial Group, LLC
823$52.8K0.0%ETFLowAustin, TX2026-11-02
CX Institutional
728$470.0%CoreMediumAuburn, IN2026-10-02
Piscataqua Savings Bank
465$29.8K0.0%CoreVery LowPortsmouth, NH2026-10-21
Signaturefd, LLC
400$25.7K0.0%IndexLowAtlanta, GA2026-10-23
Atwood & Palmer Inc
400$25.7K0.0%CoreVery LowKansas City, MO2026-10-08
Lanark Financial, Inc.
330$21.2K0.0%CoreMediumBirmingham, AL2026-10-26
Nfsg Corp
315$20.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
McCarley & Cook Financial Planners
281$18.0K0.0%ETFLowCincinnati, OH2026-10-21
Gamma Investing LLC
269$17.3K0.0%IndexVery LowFoster City, CA2026-10-08
Mascoma Wealth Management LLC
177$11.4K0.0%ETFVery LowHanover, NH2026-10-23
Mather Group, Llc.
174$11.2K0.0%ETFMediumChicago, IL2026-10-14
Quest 10 Wealth Builders, Inc.
64$4.1K0.0%ETFLowFuquay-Varina, VA2026-11-02
Balance Wealth Partners LLC
49$3.2K0.0%ETFMediumWorthington, OH2026-10-27
Brown, Lisle Ings, Inc.
35$2.2K0.0%CoreVery LowProvidence, RI2026-10-16
POM Investment Strategies, LLC
17$1.1K0.0%ETFVery HighRaleigh, NC2026-10-20
Dhjj Financial Advisors, Ltd.
5$3210.0%ETFVery LowNaperville, IL2026-10-23
Realta Investment Advisors
1$330.0%GrowthMediumWilmington, DE2026-10-14