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First Trust Materials AlphaDEX Fund (FXZ) Institutional Ownership

First Trust Materials AlphaDEX Fund logo
$77.40 -0.19 (-0.24%)
As of 10/13/2026 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)
44
Total
Institutional Inflows
(last 12 months)
$45.90M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$18.85M
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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
10/10/2026Atlas Brown Inc.4,675$361K0.1%N/A0.101%
10/9/2026Sound Income Strategies LLC4,899$377K0.0%+3.1%0.105%
10/9/2026First Heartland Consultants Inc.4,004$309K0.0%N/A0.086%
10/8/2026Farther Finance Advisors LLC12,719$983K0.0%-10.4%0.274%
10/8/2026CoreCap Advisors LLC2,481$192K0.0%-20.3%0.053%
9/23/2026Envestnet Asset Management Inc.75,347$5.99M0.0%-4.4%1.603%
9/18/2026Security National Bank of Sioux City Iowa IA1,151$91K0.0%N/A0.028%
9/9/2026Baird Financial Group Inc.7,473$594K0.0%N/A0.156%
8/23/2026Nilsine Partners LLC14,827$1.18M0.1%+1.8%0.309%
8/22/2026Compass Financial Management LLC5,225$415K0.0%N/A0.109%
8/21/2026Tsfg LLC9,839$782K0.1%-13.7%0.205%
8/13/2026Capital Square LLC3,328$257K0.1%N/A0.069%
8/12/2026Compass Financial Management LLC5,225$415K0.0%N/A0.109%
7/7/2026Quad Cities Investment Group LLC9,203$731K0.3%-3.1%0.186%
7/2/2026 CX Institutional869$69K0.0%-39.2%0.018%
6/3/2026NewEdge Advisors LLC1,509$115K0.0%+75.7%0.031%
5/19/2026Western Wealth Management LLC648$49K0.0%N/A0.014%
5/19/2026Bank of America Corp DE385,160$29.35M0.0%+277.6%8.024%
5/18/2026Royal Bank of Canada57,511$4.38M0.0%+37.1%1.198%
5/14/2026Modern Wealth Management LLC4,569$354K0.0%-12.7%0.095%
5/13/2026Cetera Investment Advisers104,066$7.93M0.0%-3.3%2.168%
5/12/2026Barometer Capital Management Inc.3,100$236K0.1%N/A0.065%
5/7/2026Parallel Advisors LLC1,225$93K0.0%+25.6%0.026%
5/6/2026Cornerstone Planning Group LLC3,484$281K0.0%-17.1%0.073%
5/6/2026Independent Financial Group LLC13,638$1.04M0.0%N/A0.284%
5/5/2026D.A. Davidson & CO.54,059$4.12M0.0%N/A1.126%
5/5/2026Sanctuary Advisors LLC2,691$205K0.0%N/A0.056%
5/1/2026Fifth Third Bancorp2,859$218K0.0%+43.0%0.060%
4/30/2026Kestra Advisory Services LLC15,167$1.16M0.0%+6.0%0.310%
4/27/2026Carter Financial Group INC.2,965$226K0.1%N/A0.062%
4/27/2026Sound Income Strategies LLC4,614$357K0.0%+12.2%0.096%
4/17/2026Atlas Brown Inc.4,819$367K0.1%+26.9%0.101%
2/18/2026NewEdge Advisors LLC859$56K0.0%-45.2%0.022%
2/17/2026Cetera Investment Advisers107,581$6.97M0.0%-25.9%2.724%
2/17/2026Osaic Holdings Inc.17,394$1.13M0.0%-20.5%0.440%
2/17/2026Royal Bank of Canada41,934$2.72M0.0%+37.9%1.062%
2/16/2026MML Investors Services LLC13,776$893K0.0%+7.8%0.349%
2/13/2026Kestra Advisory Services LLC14,310$928K0.0%+3.0%0.362%
2/13/2026Stifel Financial Corp45,436$2.95M0.0%+51.0%1.150%
2/13/2026Wells Fargo & Company MN342,587$22.21M0.0%-0.4%8.673%
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2/13/2026Summit Financial LLC63,029$4.09M0.1%+813.9%1.596%
2/13/2026RPg Family Wealth Advisory LLC8,011$519K0.1%-28.2%0.203%
2/12/2026Commonwealth Equity Services LLC57,591$3.73M0.0%+1.5%1.458%
2/11/2026Janney Montgomery Scott LLC6,998$454K0.0%+17.2%0.177%
2/11/2026LPL Financial LLC191,863$12.44M0.0%-4.5%4.857%
2/11/2026Parallel Advisors LLC975$63K0.0%-19.4%0.025%
2/10/2026Goldman Sachs Group Inc.63,246$4.10M0.0%-18.8%1.601%
2/10/2026Kesler Norman & Wride LLC13,229$858K0.1%+1.9%0.335%
2/9/2026Harbour Investments Inc.28,820$1.87M0.0%+14.3%0.730%
2/6/2026PNC Financial Services Group Inc.3,345$217K0.0%-7.9%0.085%
2/3/2026International Assets Investment Management LLC6,632$430K0.0%-6.7%0.179%
2/2/2026Truist Financial Corp46,097$2.99M0.0%+3.2%1.246%
2/2/2026Cornerstone Planning Group LLC4,205$273K0.0%-63.7%0.114%
2/2/2026Oppenheimer & Co. Inc.10,056$652K0.0%-5.7%0.272%
1/29/2026UBS Group AG55,245$3.58M0.0%-11.7%1.601%
1/29/2026NBC Securities Inc.837$54K0.0%+25.7%0.024%
1/28/2026Geneos Wealth Management Inc.4,645$301K0.0%-4.3%0.135%
1/27/2026Purus Wealth Management LLC15,259$989K0.3%-3.2%0.442%
1/23/2026Farther Finance Advisors LLC10,036$651K0.0%+53.4%0.291%
1/21/2026Sound Income Strategies LLC4,111$266K0.0%N/A0.119%
1/13/2026CoreCap Advisors LLC3,610$234K0.0%-11.5%0.106%
1/8/2026Wealth Enhancement Advisory Services LLC73,991$5.13M0.0%+4.0%2.209%
11/21/2025Petix & Botte Co3,418$211K0.0%N/A0.099%
11/17/2025NewEdge Advisors LLC1,568$97K0.0%-25.8%0.045%
11/17/2025Susquehanna International Group LLP40,983$2.52M0.0%+34.8%1.188%
11/17/2025Citadel Advisors LLC4,919$303K0.0%-40.4%0.143%
11/17/2025Bank of America Corp DE103,165$6.35M0.0%-3.3%2.990%
11/17/2025Ameriprise Financial Inc.124,960$7.66M0.0%+15.1%3.622%
11/14/2025Creative Planning8,824$543K0.0%-5.5%0.256%
11/14/2025Raymond James Financial Inc.57,845$3.56M0.0%-0.6%1.677%
11/14/2025PGIM Custom Harvest LLC27,534$1.70M0.0%-2.5%0.798%
11/13/2025UBS Group AG62,571$3.85M0.0%+5.9%1.814%
11/13/2025BNP Paribas Financial Markets50,000$3.08M0.0%N/A1.449%
11/13/2025Parallel Advisors LLC1,210$75K0.0%-12.6%0.035%
11/13/2025Modern Wealth Management LLC5,558$342K0.0%-11.4%0.161%
11/12/2025RPg Family Wealth Advisory LLC11,164$688K0.2%N/A0.324%
11/12/2025Banco Santander S.A.3,580$220K0.0%N/A0.104%
11/6/2025Navellier & Associates Inc.5,061$312K0.0%N/A0.147%
11/6/2025Oppenheimer & Co. Inc.10,668$657K0.0%-3.2%0.309%
11/5/2025Envestnet Asset Management Inc.64,302$3.96M0.0%+16.9%1.864%
11/4/2025Cornerstone Planning Group LLC11,581$696K0.1%-94.0%0.336%
11/4/2025Jones Financial Companies Lllp6,432$395K0.0%+32.6%0.186%
11/3/2025AE Wealth Management LLC1,674$103K0.0%-29.5%0.049%
11/3/2025Truist Financial Corp44,662$2.75M0.0%+19.5%1.295%
10/29/2025Wealth Enhancement Advisory Services LLC71,138$4.46M0.0%+2.0%2.062%
10/24/2025MGO One Seven LLC4,601$283K0.0%+10.3%0.133%
10/24/2025Purus Wealth Management LLC15,756$970K0.3%-2.6%0.457%
10/23/2025 CX Institutional2,404$148K0.0%+26,611.1%0.070%
10/22/2025CoreCap Advisors LLC4,080$251K0.0%-19.4%0.118%
10/22/2025Geneos Wealth Management Inc.4,855$299K0.0%-18.8%0.141%
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10/16/2025HBW Advisory Services LLC19,510$1.20M0.1%-5.1%0.566%
10/15/2025CWM LLC3,095$191K0.0%+62.0%0.090%
10/14/2025Farther Finance Advisors LLC6,543$403K0.0%-7.8%0.187%
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%


FXZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 105 institutional investors and hedge funds held shares of First Trust Materials AlphaDEX Fund. The most heavily invested institutionals were Bank of America Corp DE ($29.35M), Wells Fargo & Company MN ($22.21M), LPL Financial LLC ($12.44M), Cetera Investment Advisers ($7.93M), Ameriprise Financial Inc. ($7.66M), Envestnet Asset Management Inc. ($5.99M), and Wealth Enhancement Advisory Services LLC ($5.13M).Learn more on First Trust Materials AlphaDEX Fund's institutional investors.

Of the 81 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: Bank of America Corp DE ($283.15K), Raymond James Financial Inc. ($197.38K), Wealth Enhancement Advisory Services LLC ($73.99K), Commonwealth Equity Services LLC ($57.12K), Summit Financial LLC ($56.13K), D.A. Davidson & CO. ($54.06K), and BNP Paribas Financial Markets ($50K).

Institutional investors have bought a total of 640,848 shares in the last 24 months. This purchase volume represents approximately $45.90M in transactions.

Of the 29 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: Cornerstone Planning Group LLC ($190.17K), Cetera Investment Advisers ($41.13K), Goldman Sachs Group Inc. ($14.61K), LPL Financial LLC ($9.05K), UBS Group AG ($7.33K), Osaic Holdings Inc. ($4.47K), and Bank of America Corp DE ($3.47K).

Institutional investors have sold a total of 298,507 shares in the last 24 months. This volume of shares sold represents approximately $18.88M in transactions.


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Institutional ownership data for NYSEARCA:FXZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/10/2026. New 13F filings are added each quarter as they're published.
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