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First Trust Materials AlphaDEX Fund (FXZ) Institutional Ownership

First Trust Materials AlphaDEX Fund logo
$53.61 +0.54 (+1.02%)
As of 05/2/2025 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)
$46.87M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$21.94M
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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
5/2/2025 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%
2/24/2025Ameriflex 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%
2/13/2025 Envestnet Asset Management Inc.56,896$3.23M0.0%+5.7%0.940%
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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%
2/7/2025PNC 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%
2/6/2025Raymond James Financial Inc.98,691$5.61M0.0%N/A1.631%
2/6/2025 Synergy Investment Management LLC875$50K0.0%N/A0.014%
2/6/2025Jones Financial Companies Lllp3,067$174K0.0%+19.5%0.051%
2/4/2025MONECO Advisors LLC3,632$206K0.0%-32.4%0.060%
2/3/2025Private 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%
1/29/2025Capital 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%
1/17/2025Monterey Private Wealth Inc.9,092$517K0.2%-16.5%0.150%
1/16/2025Purus 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%
12/26/2024JPMorgan Chase & Co.1,748$117K0.0%+8,640.0%0.029%
11/25/2024Sanctuary Advisors LLC25,913$1.69M0.0%+23.9%0.428%
11/15/2024MML Investors Services LLC11,218$752K0.0%+7.7%0.185%
11/15/2024Jane Street Group LLC42,837$2.87M0.0%+15.7%0.708%
11/15/2024Stifel Financial Corp41,788$2.80M0.0%-52.8%0.691%
11/15/2024HighTower Advisors LLC8,112$542K0.0%-21.6%0.134%
11/14/2024Flow Traders U.S. LLC6,541$439K0.0%N/A0.108%
11/14/2024RPg Family Wealth Advisory LLC5,718$383K0.1%N/A0.095%
11/8/2024Stonebridge Financial Planning Group LLC5,596$375K0.2%-35.2%0.092%
11/8/2024Etfidea LLC53,635$3.60M1.1%+4.4%0.887%
11/6/2024ROI 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%
11/6/2024 Cornerstone Planning Group LLC134,255$8.86M1.9%+8.2%2.219%
11/5/2024 Apollon Financial LLC9,461$634K0.2%-11.2%0.156%
11/5/2024Harbour Investments Inc.22,761$1.53M0.0%-6.6%0.376%
10/30/2024Capital Wealth Alliance LLC6,510$436K0.3%-42.9%0.108%
10/29/2024 Janney Montgomery Scott LLC37,187$2.49M0.0%-4.9%0.615%
10/29/2024 Farther Finance Advisors LLC3,767$253K0.0%-5.9%0.062%
10/28/2024Meitav Investment House Ltd.8,702$583K0.0%-54.9%0.144%
10/25/2024MONECO Advisors LLC5,370$360K0.0%-4.5%0.089%
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10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors25,397$1.70M0.3%+279.2%0.420%
10/24/2024Arkadios Wealth Advisors2,987$200K0.0%-14.1%0.049%
10/22/2024Private Advisor Group LLC13,533$907K0.0%+21.0%0.224%
10/19/2024Petix & Botte Co3,418$229K0.1%-20.9%0.056%
10/18/2024Raymond James & Associates71,320$4.78M0.0%-5.7%1.179%
10/15/2024 NBC Securities Inc.7,358$493K0.0%-16.8%0.122%
10/10/2024FOCUS Wealth Advisors LLC57,865$3.88M1.9%-0.5%0.956%
10/9/2024 Clarus Wealth Advisors5,833$387K0.2%+9.4%0.096%
10/3/2024Monterey Private Wealth Inc.10,885$730K0.2%-8.8%0.180%
9/5/2024Sanctuary Advisors LLC20,920$1.42M0.0%N/A0.346%
(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, 152 institutional investors and hedge funds held shares of First Trust Materials AlphaDEX Fund. The most heavily invested institutionals were First Trust Advisors LP ($671.23M), Wells Fargo & Company MN ($27.08M), O Dell Group LLC ($16.25M), UBS Group AG ($14.52M), LPL Financial LLC ($14.11M), Bank of America Corp DE ($12.58M), and Advisory Services Network LLC ($11.50M).Learn more on FXZ's institutional investors.

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

Of the 106 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: Gateway Advisory LLC ($1.82M), International Assets Investment Management LLC ($1.30M), First Trust Advisors LP ($1.09M), Raymond James Financial Inc. ($197.38K), LPL Financial LLC ($132.76K), Cetera Investment Advisers ($116.76K), and Sigma Planning Corp ($97.99K).

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

Institutional investors have bought a total of 5,991,903 shares in the last 24 months. This purchase volume represents approximately $390.46M in transactions.

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

Of the 96 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), Raymond James & Associates ($391.66K), LPL Financial LLC ($361.22K), AE Wealth Management LLC ($202.64K), D.A. Davidson & CO. ($156.78K), Commonwealth Equity Services LLC ($146.91K), 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 3,456,971 shares in the last 24 months. This volume of shares sold represents approximately $223.57M in transactions.


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This page (NYSEARCA:FXZ) was last updated on 5/5/2025 by MarketBeat.com Staff
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