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First Trust Materials AlphaDEX Fund (FXZ) Institutional Ownership

First Trust Materials AlphaDEX Fund logo
$56.33 -0.28 (-0.49%)
As of 06/13/2025 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)
56
Total
Institutional Inflows
(last 12 months)
$38.74M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$29.48M
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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
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%
5/15/2025 Monterey 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%
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%
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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%
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%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,383$1.10M0.2%-23.7%0.320%
2/7/2025 Schrum Private Wealth Management LLC7,730$439K0.4%-38.0%0.128%
2/6/2025 Raymond James Financial Inc.98,691$5.61M0.0%N/A1.631%
2/6/2025 Synergy Investment Management LLC875$50K0.0%N/A0.014%
2/6/2025 Jones Financial Companies Lllp3,067$174K0.0%+19.5%0.051%
2/4/2025 MONECO Advisors LLC3,632$206K0.0%-32.4%0.060%
2/3/2025 Private Advisor Group LLC15,771$896K0.0%+16.5%0.261%
1/31/2025Global Retirement Partners LLC854$48K0.0%+881.6%0.014%
1/31/2025 Truist Financial Corp42,036$2.39M0.0%+11.6%0.695%
1/31/2025Sanctuary Advisors LLC27,143$1.64M0.0%+4.7%0.449%
1/30/2025 Blue Trust Inc.838$48K0.0%N/A0.014%
1/29/2025 Capital Wealth Alliance LLC12,019$683K0.4%+84.6%0.199%
1/29/2025 Cornerstone Planning Group LLC154,661$9.28M2.3%+15.2%2.556%
1/28/2025 Apollon Financial LLC8,736$496K0.1%-7.7%0.144%
1/21/2025 Southland Equity Partners LLC5,836$332K0.1%-7.1%0.096%
1/17/2025 Janney Montgomery Scott LLC9,000$511K0.0%-75.8%0.149%
1/17/2025 Monterey Private Wealth Inc.9,092$517K0.2%-16.5%0.150%
1/16/2025 Purus Wealth Management LLC17,214$978K0.4%-51.0%0.285%
1/14/2025 Quad Cities Investment Group LLC10,163$577K0.3%-11.9%0.168%
1/8/2025 International Assets Investment Management LLC9,888$555K0.0%N/A0.163%
12/26/2024 JPMorgan Chase & Co.1,748$117K0.0%+8,640.0%0.029%
11/25/2024Sanctuary Advisors LLC25,913$1.69M0.0%+23.9%0.428%
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11/15/2024 MML Investors Services LLC11,218$752K0.0%+7.7%0.185%
11/15/2024 Jane Street Group LLC42,837$2.87M0.0%+15.7%0.708%
11/15/2024 Stifel Financial Corp41,788$2.80M0.0%-52.8%0.691%
11/15/2024 HighTower Advisors LLC8,112$542K0.0%-21.6%0.134%
11/14/2024 Flow Traders U.S. LLC6,541$439K0.0%N/A0.108%
11/14/2024 RPg Family Wealth Advisory LLC5,718$383K0.1%N/A0.095%
11/8/2024 Stonebridge Financial Planning Group LLC5,596$375K0.2%-35.2%0.092%
11/8/2024Etfidea LLC53,635$3.60M1.1%+4.4%0.887%
11/6/2024 ROI Financial Advisors LLC8,360$560K0.4%+4.8%0.138%
11/6/2024 Schrum Private Wealth Management LLC12,460$835K0.4%+61.2%0.206%
(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, 143 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), Bank of America Corp DE ($12.58M), LPL Financial LLC ($11.03M), Cornerstone Planning Group LLC ($8.91M), Raymond James Financial Services Advisors Inc. ($8.26M), and Cetera Advisors LLC ($6.88M).Learn more on FXZ's institutional investors.

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

Of the 92 institutional investors that purchased First Trust Materials AlphaDEX Fund 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 ($119.29K), Cambridge Investment Research Advisors Inc. ($74.64K), Cornerstone Planning Group LLC ($74.28K), Wealth Enhancement Advisory Services LLC ($64.24K), and Commonwealth Equity Services LLC ($56.27K).

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

Institutional investors have bought a total of 2,571,342 shares in the last 24 months. This purchase volume represents approximately $166.77M in transactions.

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

Of the 97 institutional investors that sold First Trust Materials AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($429.91K), LPL Financial LLC ($410.67K), Raymond James & Associates ($391.66K), AE Wealth Management LLC ($203.81K), D.A. Davidson & CO. ($156.78K), Commonwealth Equity Services LLC ($141.92K), and International Assets Investment Management LLC ($140.54K).

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

Institutional investors have sold a total of 3,543,253 shares in the last 24 months. This volume of shares sold represents approximately $227.83M in transactions.


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This page (NYSEARCA:FXZ) was last updated on 6/15/2025 by MarketBeat.com Staff
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