FXD

First Trust Consumer DiscretETF$66.23 1.19%
UnclassifiedCUSIP 33734X101· EOD Sep 11, 2026

Among active 13F managers last quarter, 8 opened and 5 added, while 12 reduced; the largest holder to move was Xcelsior Advisor Partners LLC (new position).

Tracked 13F holders
103
49 in Q2 2026 filings
13F value (tracked)
$142.2M
13F moves · latest Q
13 added
12 reduced

Price & smart-money activity

$66.23 1.19%5Y +8.9%
$41.21$49.54$57.87$66.20$74.5320212022202320242025202620101615152011206174181112139101314118151311121416231623152314198221216610
Hover for who · click for detailEnd-of-day closing prices52w $62.05 – $72.23

Who owns FXD?

103 tracked 13F filers · ranked by shares held

103 tracked 13F filers disclose a position in FXD as of the latest SEC 13F filings, a combined $142.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Morgan Stanley505K
$32.3M
+18%
Added · +77K sh
Q1 2026
2Wells Fargo & Company397K
$25.4M
−21%
Reduced · −105K sh
Q1 2026
3Raymond James Financial Inc168K
$10.7M
−29%
Reduced · −68K sh
Q1 2026
4LPL Financial LLC139K
$8.9M
−19%
Reduced · −33K sh
Q1 2026
5Bank Of America Corp126K
$8.1M
−5.2%
Reduced · −7K sh
Q1 2026
6Stifel Financial Corp80K
$5.1M
−18%
Reduced · −17K sh
Q1 2026
7Goldman Sachs Group Inc55K
$3.5M
+12%
Added · +6K sh
Q1 2026
8Truist Financial Corp47K
$3.0M
−1.7%
Reduced · −802 sh
Q1 2026
9UBS Group AG41K
$2.6M
−19%
Reduced · −10K sh
Q1 2026
10Royal Bank Of Canada35K
$2.3M
+7.6%
Added · +2K sh
Q1 2026
11Xcelsior Advisor Partners LLC35K
$3.3M
New
+35K sh
Q2 2026
12Paragon Private Wealth Management, LLC33K
$2.3M
−3.4%
Reduced · −1K sh
Q2 2026
13TradeWell Securities, LLC.32K
$2.2M
+8.2%
Added · +2K sh
Q2 2026
14Susquehanna International Group, LLP31K
$2.0M
−42%
Reduced · −22K sh
Q1 2026
15Ameriprise Financial Inc26K
$1.7M
+0.5%
Added · +131 sh
Q1 2026
16Cottonwood Capital Advisors, LLC22K
$1.5M
−0.3%
Reduced · −68 sh
Q2 2026
17Envestnet Asset Management Inc21K
$1.4M
−2.0%
Reduced · −436 sh
Q1 2026
18Cetera Investment Advisers20K
$1.3M
~0%
Reduced · −1 sh
Q1 2026
19Citigroup Inc20K
$1.3M
99×
Added · +20K sh
Q1 2026
20Commonwealth Equity Services, LLC18K
$1.2M
−5.4%
Reduced · −1K sh
Q1 2026
21Osaic Holdings, Inc.17K
$1.1M
−38%
Reduced · −11K sh
Q1 2026
22Kestra Advisory Services, LLC17K
$1.2M
−9.7%
Reduced · −2K sh
Q2 2026
23JPMorgan Chase & Co14K
$887K
−77%
Reduced · −47K sh
Q1 2026
24Stephens Inc14K
$968K
Held
Q2 2026
25PGIM Custom Harvest LLC14K
$955K
−0.8%
Reduced · −106 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FXD being bought or sold by institutions?

Last quarter, 8 funds opened a new position in FXD and 5 added to an existing one, while 12 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
8
funds took a first position
Added
5
added to an existing position
Reduced
12
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own FXD also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA46 funds$30.8B
Apple IncAAPL46 funds$26.1B
Microsoft CorpMSFT46 funds$24.5B
Amazon.com IncAMZN46 funds$19.6B
Alphabet Inc-CL CGOOG46 funds$11.3B
Alphabet Inc-CL AGOOGL45 funds$17.6B
Meta Platforms Inc-Class AMETA45 funds$10.0B
JPMorgan Chase & CoJPM45 funds$8.8B
Pepsico IncPEP45 funds$2.9B
Intl Business Machines CorpIBM45 funds$1.6B
Procter & Gamble CoPG44 funds$5.5B
Walmart IncWMT44 funds$5.5B

Ranked by how many of FXD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FXD.

Institutional ownership over time

49 tracked filers in Q2 2026 filingsstill filing
059117Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $21.1M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
CIBRmc770 funds$5.7B
SKYYmc391 funds$971.2M
FXLcs261 funds$887.7M
FXHcs235 funds$441.2M
FXOcs204 funds$639.0M
FGDcs199 funds$780.5M
FXUcs186 funds$598.5M
FXRcs171 funds$479.1M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for FXD

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Ask your agent what changed in FXD

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FXD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FXD.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FXD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.