Free Trial
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free FXZ Stock Alerts

First Trust Materials AlphaDEX Fund (FXZ) Institutional Ownership

First Trust Materials AlphaDEX Fund logo
$80.69 +1.46 (+1.84%)
Closing price 04:10 PM Eastern
Extended Trading
$80.68 -0.01 (-0.01%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$19.63M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$28.43M
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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Sanctuary Advisors LLC2,691$205K0.0%N/A0.056%
5/1/2026 Fifth Third Bancorp2,859$218K0.0%+43.0%0.060%
4/30/2026 Kestra Advisory Services LLC15,167$1.16M0.0%+6.0%0.310%
4/27/2026 Carter Financial Group INC.2,965$226K0.1%N/A0.062%
4/27/2026 Sound Income Strategies LLC4,614$357K0.0%+12.2%0.096%
4/17/2026 Atlas 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%
2/16/2026 MML Investors Services LLC13,776$893K0.0%+7.8%0.349%
2/13/2026 Kestra 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%
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%
2/12/2026 Commonwealth Equity Services LLC57,591$3.73M0.0%+1.5%1.458%
2/11/2026 Janney 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%
2/3/2026 International Assets Investment Management LLC6,632$430K0.0%-6.7%0.179%
2/2/2026 Truist Financial Corp46,097$2.99M0.0%+3.2%1.246%
2/2/2026Cornerstone Planning Group LLC4,205$273K0.0%-63.7%0.114%
2/2/2026 Oppenheimer & Co. Inc.10,056$652K0.0%-5.7%0.272%
1/29/2026UBS Group AG55,245$3.58M0.0%-11.7%1.601%
1/29/2026 NBC Securities Inc.837$54K0.0%+25.7%0.024%
1/28/2026Geneos Wealth Management Inc.4,645$301K0.0%-4.3%0.135%
1/27/2026 Purus Wealth Management LLC15,259$989K0.3%-3.2%0.442%
1/23/2026 Farther Finance Advisors LLC10,036$651K0.0%+53.4%0.291%
1/21/2026 Sound Income Strategies LLC4,111$266K0.0%N/A0.119%
1/13/2026 CoreCap Advisors LLC3,610$234K0.0%-11.5%0.106%
1/8/2026 Wealth Enhancement Advisory Services LLC73,991$5.13M0.0%+4.0%2.209%
11/21/2025 Petix & 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%
11/6/2025 Oppenheimer & Co. Inc.10,668$657K0.0%-3.2%0.309%
11/5/2025 Envestnet 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%
11/3/2025 Truist Financial Corp44,662$2.75M0.0%+19.5%1.295%
10/29/2025 Wealth 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%
10/24/2025 Purus Wealth Management LLC15,756$970K0.3%-2.6%0.457%
10/23/2025 CX Institutional2,404$148K0.0%+26,611.1%0.070%
10/22/2025 CoreCap Advisors LLC4,080$251K0.0%-19.4%0.118%
10/22/2025Geneos Wealth Management Inc.4,855$299K0.0%-18.8%0.141%
10/16/2025 HBW Advisory Services LLC19,510$1.20M0.1%-5.1%0.566%
10/15/2025CWM LLC3,095$191K0.0%+62.0%0.090%
10/14/2025 Farther 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%
8/15/2025 MML 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%
8/11/2025 Purus 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%
8/1/2025 Motco750$43K0.0%N/A0.020%
8/1/2025 Envestnet Asset Management Inc.55,004$3.13M0.0%+7.6%1.487%
7/28/2025Harbour Investments Inc.23,852$1.36M0.0%+4.7%0.645%
7/25/2025MGO One Seven LLC4,171$238K0.0%-8.6%0.113%
7/25/2025 Apollon Financial LLC6,832$389K0.1%-15.6%0.185%
7/24/2025 WMG Financial Advisors LLC4,111$234K0.1%-23.2%0.111%
7/21/2025Ameritas 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%
6/27/2025Goldman Sachs Group Inc.95,474$5.29M0.0%-9.7%2.546%


FXZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXZ shares?

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 Wells Fargo & Company MN ($22.21M), LPL Financial LLC ($12.44M), Ameriprise Financial Inc. ($7.66M), Cetera Investment Advisers ($6.97M), Cetera Advisors LLC ($6.88M), Bank of America Corp DE ($6.35M), and Wealth Enhancement Advisory Services LLC ($5.13M).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 75 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: Raymond James Financial Inc. ($197.38K), Cetera Investment Advisers ($121.55K), Wealth Enhancement Advisory Services LLC ($73.99K), Cornerstone Planning Group LLC ($58.66K), Commonwealth Equity Services LLC ($57.12K), Summit Financial LLC ($56.13K), and BNP Paribas Financial Markets ($50K).

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

Institutional investors have bought a total of 317,805 shares in the last 24 months. This purchase volume represents approximately $19.63M in transactions.

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

Of the 37 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 ($189.44K), LPL Financial LLC ($58.50K), Raymond James Financial Inc. ($40.85K), Cetera Investment Advisers ($37.61K), PGIM Custom Harvest LLC ($36.72K), Goldman Sachs Group Inc. ($35.07K), and Capital Wealth Alliance LLC ($8.15K).

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

Institutional investors have sold a total of 474,868 shares in the last 24 months. This volume of shares sold represents approximately $28.43M in transactions.


Related Companies

This page (NYSEARCA:FXZ) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel