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First Trust Materials AlphaDEX Fund (FXZ) Institutional Ownership

First Trust Materials AlphaDEX Fund logo
$61.50 +0.23 (+0.38%)
As of 08/27/2025 04:10 PM Eastern
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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)
$40.21M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$27.21M
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FXZ Institutional Buying and Selling by Quarter

First Trust Materials AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2025 Geneos Wealth Management Inc.5,980$341K0.0%+120.2%0.162%
8/15/2025 MML Investors Services LLC12,803$729K0.0%+3.1%0.346%
8/15/2025 Modern Wealth Management LLC6,273$357K0.0%-3.1%0.170%
8/15/2025 EP Wealth Advisors LLC1,758$100K0.0%-19.7%0.048%
8/15/2025 Bank of America Corp DE106,637$6.07M0.0%-2.8%2.882%
8/15/2025 Ameriprise Financial Inc.108,578$6.19M0.0%-2.2%2.935%
8/14/2025 Raymond James Financial Inc.58,214$3.32M0.0%-13.9%1.573%
8/14/2025 NewEdge Advisors LLC2,114$120K0.0%-69.9%0.057%
8/13/2025 PGIM Custom Harvest LLC28,240$1.61M0.0%+568.7%0.763%
8/12/2025 Steward Partners Investment Advisory LLC2,583$147K0.0%-30.9%0.070%
8/11/2025 Purus Wealth Management LLC16,175$921K0.3%-4.2%0.437%
8/8/2025 Rockefeller Capital Management L.P.26,349$1.50M0.0%-13.9%0.712%
8/8/2025 Cetera Investment Advisers92,316$5.26M0.0%+2.5%2.495%
8/8/2025 Creative Planning9,336$532K0.0%-2.6%0.252%
8/6/2025 AE Wealth Management LLC2,373$135K0.0%+9.7%0.064%
8/6/2025 ROI Financial Advisors LLC4,170$237K0.2%-36.4%0.113%
8/1/2025 Motco750$43K0.0%N/A0.020%
8/1/2025 Envestnet Asset Management Inc.55,004$3.13M0.0%+7.6%1.487%
7/28/2025 Harbour Investments Inc.23,852$1.36M0.0%+4.7%0.645%
7/25/2025 MGO One Seven LLC4,171$238K0.0%-8.6%0.113%
7/25/2025 Apollon Financial LLC6,832$389K0.1%-15.6%0.185%
7/24/2025 WMG Financial Advisors LLC4,111$234K0.1%-23.2%0.111%
7/21/2025 Ameritas Advisory Services LLC2,371$135K0.0%N/A0.064%
7/18/2025 Truist Financial Corp37,367$2.13M0.0%+7.9%1.010%
7/17/2025 Janney Montgomery Scott LLC5,812$331K0.0%-12.1%0.157%
7/16/2025 Arkansas Financial Group Inc.3,901$233K0.0%N/A0.105%
7/14/2025 Southland Equity Partners LLC4,029$229K0.1%-30.2%0.109%
7/11/2025 Farther Finance Advisors LLC7,093$404K0.0%-16.7%0.192%
7/10/2025 Wealth Enhancement Advisory Services LLC69,771$4.17M0.0%+8.6%1.886%
7/8/2025 Atlas Brown Inc.3,846$219K0.1%+6.4%0.104%
7/2/2025 HBW Advisory Services LLC20,557$1.17M0.1%+28.0%0.556%
6/27/2025 Goldman Sachs Group Inc.95,474$5.29M0.0%-9.7%2.546%
5/21/2025 Geneos Wealth Management Inc.2,716$151K0.0%+22.6%0.069%
5/16/2025 Goldman Sachs Group Inc.95,474$5.29M0.0%-9.7%2.417%
5/16/2025 Jones Financial Companies Lllp7,415$411K0.0%+141.8%0.188%
5/16/2025 NewEdge Advisors LLC7,032$390K0.0%-6.9%0.178%
5/15/2025 Royal 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%
5/14/2025 Purus Wealth Management LLC16,883$936K0.4%-1.9%0.427%
5/14/2025 Capital Wealth Alliance LLC3,865$214K0.1%-67.8%0.098%
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5/14/2025 PGIM Custom Harvest LLC4,223$234K0.0%-89.5%0.107%
5/13/2025 Raymond James Financial Inc.67,608$3.75M0.0%-31.5%1.712%
5/9/2025 ROI Financial Advisors LLC6,552$363K0.3%-22.2%0.166%
5/9/2025 PNC Financial Services Group Inc.3,561$197K0.0%-13.5%0.090%
5/8/2025 Harbour Investments Inc.22,781$1.26M0.0%+6.1%0.577%
5/7/2025 LPL Financial LLC198,844$11.03M0.0%-19.9%5.034%
5/6/2025 Cetera Investment Advisers90,061$4.99M0.0%+2.9%2.280%
5/6/2025 AE Wealth Management LLC2,163$120K0.0%-35.1%0.055%
5/6/2025 WMG Financial Advisors LLC5,355$297K0.1%-4.0%0.136%
5/5/2025 Private Advisor Group LLC17,628$978K0.0%+11.8%0.446%
5/2/2025 Apollon Financial LLC8,095$449K0.1%-7.3%0.205%
4/30/2025 Cornerstone Planning Group LLC171,765$8.91M2.1%+11.1%4.348%
4/30/2025 Synergy Investment Management LLC608$34K0.0%-30.5%0.015%
4/29/2025 Envestnet Asset Management Inc.51,102$2.83M0.0%-10.2%1.294%
4/23/2025 International Assets Investment Management LLC7,252$402K0.0%-26.7%0.175%
4/23/2025 Oppenheimer & Co. Inc.11,284$626K0.0%N/A0.272%
4/22/2025 Cambridge Investment Research Advisors Inc.49,022$2.72M0.0%-17.9%1.181%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,144$1.06M0.2%-1.2%0.461%
4/17/2025 Janney Montgomery Scott LLC6,612$367K0.0%-26.5%0.159%
4/16/2025 Wealth Enhancement Advisory Services LLC64,238$3.56M0.0%+1,058.9%1.548%
4/15/2025 CX Institutional7,428$412K0.0%N/A0.179%
4/14/2025 Farther Finance Advisors LLC8,519$470K0.0%+118.2%0.205%
4/9/2025 HBW Advisory Services LLC16,058$890K0.1%N/A0.387%
4/9/2025 Quad Cities Investment Group LLC9,622$534K0.3%-5.3%0.232%
4/9/2025 NBC Securities Inc.3,565$197K0.0%+59,316.7%0.086%
3/17/2025 Wealth Enhancement Advisory Services LLC5,543$315K0.0%N/A0.126%
2/24/2025 Ameriflex Group Inc.486$29K0.0%N/A0.008%
2/18/2025 GTS Securities LLC18,140$1.03M0.1%+164.5%0.300%
2/18/2025 Stonebridge Financial Planning Group LLC4,315$245K0.1%-22.9%0.071%
2/18/2025 First Heartland Consultants Inc.7,524$427K0.0%-3.6%0.124%
2/17/2025 Two Sigma Investments LP9,300$528K0.0%-7.0%0.154%
2/17/2025 D. E. Shaw & Co. Inc.3,952$225K0.0%-28.9%0.065%
2/17/2025 EP Wealth Advisors LLC2,189$124K0.0%N/A0.036%
2/17/2025 CoreCap Advisors LLC5,183$294K0.0%-9.8%0.086%
2/17/2025 Cetera Investment Advisers87,531$4.97M0.0%-5.9%1.447%
2/17/2025 Citadel Advisors LLC48,066$2.73M0.0%+13.4%0.794%
2/17/2025 Bank of America Corp DE221,466$12.58M0.0%-12.6%3.661%
2/17/2025 Ameriprise Financial Inc.104,785$5.96M0.0%-3.2%1.732%
2/17/2025 Aptus Capital Advisors LLC684$39K0.0%N/A0.011%
2/14/2025 Jane Street Group LLC46,288$2.63M0.0%+8.1%0.765%
2/14/2025 Bellwether Advisors LLC450$26K0.0%N/A0.007%
2/14/2025 Two Sigma Securities LLC9,435$536K0.1%N/A0.156%
2/14/2025 MGO One Seven LLC4,233$240K0.0%+13.5%0.070%
2/14/2025 Susquehanna International Group LLP38,852$2.21M0.0%+332.5%0.642%
2/14/2025 Stifel Financial Corp44,411$2.52M0.0%+6.3%0.734%
2/14/2025 Tower Research Capital LLC TRC 12,842$730K0.0%+916.8%0.212%
2/13/2025 NewEdge Advisors LLC7,553$429K0.0%-4.3%0.125%
2/13/2025 Rockefeller Capital Management L.P.28,582$1.62M0.0%-2.7%0.472%
2/13/2025 Raymond James Financial Inc.98,691$5.61M0.0%N/A1.631%
2/13/2025 Envestnet Asset Management Inc.56,896$3.23M0.0%+5.7%0.940%
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2/13/2025 Wedbush Securities Inc.4,308$245K0.0%N/A0.071%
2/13/2025 Wells Fargo & Company MN476,700$27.08M0.0%-6.8%7.879%
2/12/2025 O Shaughnessy Asset Management LLC1,674$95K0.0%N/A0.028%
2/11/2025 Modern Wealth Management LLC6,471$382K0.0%N/A0.107%
2/11/2025 LPL Financial LLC248,296$14.11M0.0%-11.2%4.104%
2/10/2025 Harbour Investments Inc.21,466$1.22M0.0%-5.7%0.355%
2/10/2025 Commonwealth Equity Services LLC67,768$3.85M0.0%+489.2%1.120%
2/7/2025 HighTower Advisors LLC7,054$401K0.0%-13.0%0.117%
2/7/2025 Independent Advisor Alliance10,066$572K0.0%N/A0.166%
2/7/2025 PNC Financial Services Group Inc.4,116$234K0.0%+38.1%0.068%
(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, 131 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 ($1.30M), 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 696,505 shares in the last 24 months. This purchase volume represents approximately $40.21M in transactions.

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

Of the 48 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 468,372 shares in the last 24 months. This volume of shares sold represents approximately $27.21M in transactions.


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This page (NYSEARCA:FXZ) was last updated on 8/28/2025 by MarketBeat.com Staff
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