Free Trial
Discover Investing Tools for the A.I EraStart Free For 30 Days

First Trust Materials AlphaDEX Fund (FXZ) Institutional Ownership

First Trust Materials AlphaDEX Fund logo
$62.86 -0.68 (-1.06%)
As of 11:54 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for First Trust Materials AlphaDEX Fund (NYSEARCA:FXZ)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$38.82M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$27.32M
Get FXZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Materials AlphaDEX Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FXZ Institutional Buying and Selling by Quarter

First Trust Materials AlphaDEX Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.23,495$1.34M0.0%-11.6%0.635%
8/18/2025Geneos Wealth Management Inc.5,980$341K0.0%+120.2%0.162%
8/15/2025MML Investors Services LLC12,803$729K0.0%+3.1%0.346%
8/15/2025Modern Wealth Management LLC6,273$357K0.0%-3.1%0.170%
8/15/2025EP Wealth Advisors LLC1,758$100K0.0%-19.7%0.048%
8/15/2025Bank of America Corp DE106,637$6.07M0.0%-2.8%2.882%
8/15/2025Ameriprise Financial Inc.108,578$6.19M0.0%-2.2%2.935%
8/14/2025Raymond James Financial Inc.58,214$3.32M0.0%-13.9%1.573%
8/14/2025NewEdge Advisors LLC2,114$120K0.0%-69.9%0.057%
8/13/2025PGIM Custom Harvest LLC28,240$1.61M0.0%+568.7%0.763%
8/12/2025Steward Partners Investment Advisory LLC2,583$147K0.0%-30.9%0.070%
8/11/2025Purus Wealth Management LLC16,175$921K0.3%-4.2%0.437%
8/8/2025Rockefeller Capital Management L.P.26,349$1.50M0.0%-13.9%0.712%
8/8/2025Cetera Investment Advisers92,316$5.26M0.0%+2.5%2.495%
8/8/2025Creative Planning9,336$532K0.0%-2.6%0.252%
8/6/2025AE Wealth Management LLC2,373$135K0.0%+9.7%0.064%
8/6/2025ROI Financial Advisors LLC4,170$237K0.2%-36.4%0.113%
8/1/2025Motco750$43K0.0%N/A0.020%
8/1/2025Envestnet Asset Management Inc.55,004$3.13M0.0%+7.6%1.487%
7/28/2025Harbour Investments Inc.23,852$1.36M0.0%+4.7%0.645%
7/25/2025MGO One Seven LLC4,171$238K0.0%-8.6%0.113%
7/25/2025Apollon Financial LLC6,832$389K0.1%-15.6%0.185%
7/24/2025WMG Financial Advisors LLC4,111$234K0.1%-23.2%0.111%
7/21/2025Ameritas Advisory Services LLC2,371$135K0.0%N/A0.064%
7/18/2025Truist Financial Corp37,367$2.13M0.0%+7.9%1.010%
7/17/2025Janney Montgomery Scott LLC5,812$331K0.0%-12.1%0.157%
7/16/2025Arkansas Financial Group Inc.3,901$233K0.0%N/A0.105%
7/14/2025Southland Equity Partners LLC4,029$229K0.1%-30.2%0.109%
7/11/2025Farther Finance Advisors LLC7,093$404K0.0%-16.7%0.192%
7/10/2025Wealth Enhancement Advisory Services LLC69,771$4.17M0.0%+8.6%1.886%
7/8/2025Atlas Brown Inc.3,846$219K0.1%+6.4%0.104%
7/2/2025HBW Advisory Services LLC20,557$1.17M0.1%+28.0%0.556%
6/27/2025Goldman Sachs Group Inc.95,474$5.29M0.0%-9.7%2.546%
5/21/2025Geneos Wealth Management Inc.2,716$151K0.0%+22.6%0.069%
5/16/2025Goldman Sachs Group Inc.95,474$5.29M0.0%-9.7%2.417%
5/16/2025Jones Financial Companies Lllp7,415$411K0.0%+141.8%0.188%
5/16/2025NewEdge Advisors LLC7,032$390K0.0%-6.9%0.178%
5/15/2025Royal Bank of Canada66,097$3.67M0.0%+31.2%1.673%
5/15/2025Monterey Private Wealth Inc.8,857$491K0.1%-2.6%0.224%
5/14/2025Purus Wealth Management LLC16,883$936K0.4%-1.9%0.427%
5/14/2025Capital Wealth Alliance LLC3,865$214K0.1%-67.8%0.098%
5/14/2025PGIM Custom Harvest LLC4,223$234K0.0%-89.5%0.107%
5/13/2025Raymond James Financial Inc.67,608$3.75M0.0%-31.5%1.712%
5/9/2025ROI Financial Advisors LLC6,552$363K0.3%-22.2%0.166%
5/9/2025PNC Financial Services Group Inc.3,561$197K0.0%-13.5%0.090%
5/8/2025Harbour Investments Inc.22,781$1.26M0.0%+6.1%0.577%
5/7/2025LPL Financial LLC198,844$11.03M0.0%-19.9%5.034%
5/6/2025Cetera Investment Advisers90,061$4.99M0.0%+2.9%2.280%
5/6/2025AE Wealth Management LLC2,163$120K0.0%-35.1%0.055%
5/6/2025WMG Financial Advisors LLC5,355$297K0.1%-4.0%0.136%
5/5/2025Private Advisor Group LLC17,628$978K0.0%+11.8%0.446%
5/2/2025Apollon Financial LLC8,095$449K0.1%-7.3%0.205%
4/30/2025Cornerstone Planning Group LLC171,765$8.91M2.1%+11.1%4.348%
4/30/2025Synergy Investment Management LLC608$34K0.0%-30.5%0.015%
4/29/2025Envestnet Asset Management Inc.51,102$2.83M0.0%-10.2%1.294%
4/23/2025International Assets Investment Management LLC7,252$402K0.0%-26.7%0.175%
4/23/2025Oppenheimer & Co. Inc.11,284$626K0.0%N/A0.272%
4/22/2025Cambridge Investment Research Advisors Inc.49,022$2.72M0.0%-17.9%1.181%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,144$1.06M0.2%-1.2%0.461%
4/17/2025Janney Montgomery Scott LLC6,612$367K0.0%-26.5%0.159%
4/16/2025Wealth Enhancement Advisory Services LLC64,238$3.56M0.0%+1,058.9%1.548%
4/15/2025CX Institutional7,428$412K0.0%N/A0.179%
4/14/2025Farther Finance Advisors LLC8,519$470K0.0%+118.2%0.205%
4/9/2025HBW Advisory Services LLC16,058$890K0.1%N/A0.387%
4/9/2025Quad Cities Investment Group LLC9,622$534K0.3%-5.3%0.232%
4/9/2025NBC Securities Inc.3,565$197K0.0%+59,316.7%0.086%
3/17/2025Wealth Enhancement Advisory Services LLC5,543$315K0.0%N/A0.126%
2/24/2025Ameriflex Group Inc.486$29K0.0%N/A0.008%
2/18/2025GTS Securities LLC18,140$1.03M0.1%+164.5%0.300%
2/18/2025Stonebridge Financial Planning Group LLC4,315$245K0.1%-22.9%0.071%
2/18/2025First Heartland Consultants Inc.7,524$427K0.0%-3.6%0.124%
2/17/2025Two Sigma Investments LP9,300$528K0.0%-7.0%0.154%
2/17/2025D. E. Shaw & Co. Inc.3,952$225K0.0%-28.9%0.065%
2/17/2025EP Wealth Advisors LLC2,189$124K0.0%N/A0.036%
2/17/2025CoreCap Advisors LLC5,183$294K0.0%-9.8%0.086%
2/17/2025Cetera Investment Advisers87,531$4.97M0.0%-5.9%1.447%
2/17/2025Citadel Advisors LLC48,066$2.73M0.0%+13.4%0.794%
2/17/2025Bank of America Corp DE221,466$12.58M0.0%-12.6%3.661%
2/17/2025Ameriprise Financial Inc.104,785$5.96M0.0%-3.2%1.732%
2/17/2025Aptus Capital Advisors LLC684$39K0.0%N/A0.011%
2/14/2025Jane Street Group LLC46,288$2.63M0.0%+8.1%0.765%
2/14/2025Bellwether Advisors LLC450$26K0.0%N/A0.007%
2/14/2025Two Sigma Securities LLC9,435$536K0.1%N/A0.156%
2/14/2025MGO One Seven LLC4,233$240K0.0%+13.5%0.070%
2/14/2025Susquehanna International Group LLP38,852$2.21M0.0%+332.5%0.642%
2/14/2025Stifel Financial Corp44,411$2.52M0.0%+6.3%0.734%
2/14/2025Tower Research Capital LLC TRC 12,842$730K0.0%+916.8%0.212%
2/13/2025NewEdge Advisors LLC7,553$429K0.0%-4.3%0.125%
2/13/2025Rockefeller Capital Management L.P.28,582$1.62M0.0%-2.7%0.472%
2/13/2025Raymond James Financial Inc.98,691$5.61M0.0%N/A1.631%
2/13/2025Envestnet Asset Management Inc.56,896$3.23M0.0%+5.7%0.940%
2/13/2025Wedbush Securities Inc.4,308$245K0.0%N/A0.071%
2/13/2025Wells Fargo & Company MN476,700$27.08M0.0%-6.8%7.879%
2/12/2025O Shaughnessy Asset Management LLC1,674$95K0.0%N/A0.028%
2/11/2025Modern Wealth Management LLC6,471$382K0.0%N/A0.107%
2/11/2025LPL Financial LLC248,296$14.11M0.0%-11.2%4.104%
2/10/2025Harbour Investments Inc.21,466$1.22M0.0%-5.7%0.355%
2/10/2025Commonwealth Equity Services LLC67,768$3.85M0.0%+489.2%1.120%
2/7/2025HighTower Advisors LLC7,054$401K0.0%-13.0%0.117%
2/7/2025Independent Advisor Alliance10,066$572K0.0%N/A0.166%
(Data available from 1/1/2016 forward)

FXZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXZ shares?

During the previous two years, 132 institutional investors and hedge funds held shares of First Trust Materials AlphaDEX Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($27.08M), UBS Group AG ($14.52M), LPL Financial LLC ($11.03M), Cornerstone Planning Group LLC ($8.91M), Raymond James Financial Services Advisors Inc. ($8.26M), Cetera Advisors LLC ($6.88M), and Crumly & Associates Inc. ($6.20M).Learn more on First Trust Materials AlphaDEX Fund's institutional investors.

Which institutional investors have been buying First Trust Materials AlphaDEX Fund's stock?

Of the 86 institutional investors that purchased First Trust Materials AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.15M), Raymond James Financial Inc. ($197.38K), Cetera Investment Advisers ($121.55K), Cornerstone Planning Group LLC ($74.28K), Wealth Enhancement Advisory Services LLC ($69.77K), Commonwealth Equity Services LLC ($56.27K), and UBS Group AG ($49.47K).

How much institutional buying is happening at First Trust Materials AlphaDEX Fund?

Institutional investors have bought a total of 675,086 shares in the last 24 months. This purchase volume represents approximately $38.82M in transactions.

Which of First Trust Materials AlphaDEX Fund's major shareholders have been selling company stock?

Of the 49 institutional investors that sold First Trust Materials AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($80.88K), Stifel Financial Corp ($46.78K), Raymond James Financial Inc. ($40.48K), PGIM Custom Harvest LLC ($36.01K), Bank of America Corp DE ($35.04K), Wells Fargo & Company MN ($34.55K), and Janney Montgomery Scott LLC ($33.30K).

How much institutional selling is happening at First Trust Materials AlphaDEX Fund?

Institutional investors have sold a total of 470,422 shares in the last 24 months. This volume of shares sold represents approximately $27.32M in transactions.


Related Companies

This page (NYSEARCA:FXZ) was last updated on 10/9/2025 by MarketBeat.com Staff
From Our Partners
Bitcoin grabs headlines, but smart money likes this token
Bitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...
Crypto 101 Media | Sponsoredtc pixel
Building The Infrastructure for the Coming Financial Reset
While China pushes nearly $1 trillion through its new digital currency, one emerging company is quietly buildi...
Intellistake | Sponsoredtc pixel
Magnificent 7 being replaced by the “Hidden 7”?
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | Sponsoredtc pixel
REVEALED: Something Big Happening Behind White House Doors
What I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
A Huge Shift Is Underway in America
Wall Street legend issues chilling new warning: "I've never seen anything as dangerous as this" The man who...
Stansberry Research | Sponsoredtc pixel
Your Bank Account Is No Longer Safe
What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...
Priority Gold | Sponsoredtc pixel