First Trust Materials AlphaDEX Fund (FXZ) Institutional Ownership

$79.90 0.00 (0.00%)

Closing price 05/22/2026 04:10 PM Eastern

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$79.94 +0.04 (+0.06%)

As of 05/22/2026 04:36 PM Eastern

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Number of Institutional Buyers (last 12 months): 45
Total Institutional Inflows (last 12 months): $46.50M

Number of Institutional Sellers (last 12 months): 35
Total Institutional Outflows (last 12 months): $21.05M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2026	Western Wealth Management LLC	648	$49K	0.0%	N/A	0.014%
5/19/2026	Bank of America Corp DE	385,160	$29.35M	0.0%	+277.6%	8.024%
5/18/2026	Royal Bank of Canada	57,511	$4.38M	0.0%	+37.1%	1.198%
5/14/2026	Modern Wealth Management LLC	4,569	$354K	0.0%	-12.7%	0.095%
5/13/2026	Cetera Investment Advisers	104,066	$7.93M	0.0%	-3.3%	2.168%
5/12/2026	Barometer Capital Management Inc.	3,100	$236K	0.1%	N/A	0.065%
5/7/2026	Parallel Advisors LLC	1,225	$93K	0.0%	+25.6%	0.026%
5/6/2026	Cornerstone Planning Group LLC	3,484	$281K	0.0%	-17.1%	0.073%
5/6/2026	Independent Financial Group LLC	13,638	$1.04M	0.0%	N/A	0.284%
5/5/2026	D.A. Davidson & CO.	54,059	$4.12M	0.0%	N/A	1.126%
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5/5/2026	Sanctuary Advisors LLC	2,691	$205K	0.0%	N/A	0.056%
5/1/2026	Fifth Third Bancorp	2,859	$218K	0.0%	+43.0%	0.060%
4/30/2026	Kestra Advisory Services LLC	15,167	$1.16M	0.0%	+6.0%	0.310%
4/27/2026	Carter Financial Group INC.	2,965	$226K	0.1%	N/A	0.062%
4/27/2026	Sound Income Strategies LLC	4,614	$357K	0.0%	+12.2%	0.096%
4/17/2026	Atlas Brown Inc.	4,819	$367K	0.1%	+26.9%	0.101%
2/18/2026	NewEdge Advisors LLC	859	$56K	0.0%	-45.2%	0.022%
2/17/2026	Cetera Investment Advisers	107,581	$6.97M	0.0%	-25.9%	2.724%
2/17/2026	Osaic Holdings Inc.	17,394	$1.13M	0.0%	-20.5%	0.440%
2/17/2026	Royal Bank of Canada	41,934	$2.72M	0.0%	+37.9%	1.062%
2/16/2026	MML Investors Services LLC	13,776	$893K	0.0%	+7.8%	0.349%
2/13/2026	Kestra Advisory Services LLC	14,310	$928K	0.0%	+3.0%	0.362%
2/13/2026	Stifel Financial Corp	45,436	$2.95M	0.0%	+51.0%	1.150%
2/13/2026	Wells Fargo & Company MN	342,587	$22.21M	0.0%	-0.4%	8.673%
2/13/2026	Summit Financial LLC	63,029	$4.09M	0.1%	+813.9%	1.596%
2/13/2026	RPg Family Wealth Advisory LLC	8,011	$519K	0.1%	-28.2%	0.203%
2/12/2026	Commonwealth Equity Services LLC	57,591	$3.73M	0.0%	+1.5%	1.458%
2/11/2026	Janney Montgomery Scott LLC	6,998	$454K	0.0%	+17.2%	0.177%
2/11/2026	LPL Financial LLC	191,863	$12.44M	0.0%	-4.5%	4.857%
2/11/2026	Parallel Advisors LLC	975	$63K	0.0%	-19.4%	0.025%
2/10/2026	Goldman Sachs Group Inc.	63,246	$4.10M	0.0%	-18.8%	1.601%
2/10/2026	Kesler Norman & Wride LLC	13,229	$858K	0.1%	+1.9%	0.335%
2/9/2026	Harbour Investments Inc.	28,820	$1.87M	0.0%	+14.3%	0.730%
2/6/2026	PNC Financial Services Group Inc.	3,345	$217K	0.0%	-7.9%	0.085%
2/3/2026	International Assets Investment Management LLC	6,632	$430K	0.0%	-6.7%	0.179%
2/2/2026	Truist Financial Corp	46,097	$2.99M	0.0%	+3.2%	1.246%
2/2/2026	Cornerstone Planning Group LLC	4,205	$273K	0.0%	-63.7%	0.114%
2/2/2026	Oppenheimer & Co. Inc.	10,056	$652K	0.0%	-5.7%	0.272%
1/29/2026	UBS Group AG	55,245	$3.58M	0.0%	-11.7%	1.601%
1/29/2026	NBC Securities Inc.	837	$54K	0.0%	+25.7%	0.024%
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1/28/2026	Geneos Wealth Management Inc.	4,645	$301K	0.0%	-4.3%	0.135%
1/27/2026	Purus Wealth Management LLC	15,259	$989K	0.3%	-3.2%	0.442%
1/23/2026	Farther Finance Advisors LLC	10,036	$651K	0.0%	+53.4%	0.291%
1/21/2026	Sound Income Strategies LLC	4,111	$266K	0.0%	N/A	0.119%
1/13/2026	CoreCap Advisors LLC	3,610	$234K	0.0%	-11.5%	0.106%
1/8/2026	Wealth Enhancement Advisory Services LLC	73,991	$5.13M	0.0%	+4.0%	2.209%
11/21/2025	Petix & Botte Co	3,418	$211K	0.0%	N/A	0.099%
11/17/2025	NewEdge Advisors LLC	1,568	$97K	0.0%	-25.8%	0.045%
11/17/2025	Susquehanna International Group LLP	40,983	$2.52M	0.0%	+34.8%	1.188%
11/17/2025	Citadel Advisors LLC	4,919	$303K	0.0%	-40.4%	0.143%
11/17/2025	Bank of America Corp DE	103,165	$6.35M	0.0%	-3.3%	2.990%
11/17/2025	Ameriprise Financial Inc.	124,960	$7.66M	0.0%	+15.1%	3.622%
11/14/2025	Creative Planning	8,824	$543K	0.0%	-5.5%	0.256%
11/14/2025	Raymond James Financial Inc.	57,845	$3.56M	0.0%	-0.6%	1.677%
11/14/2025	PGIM Custom Harvest LLC	27,534	$1.70M	0.0%	-2.5%	0.798%
11/13/2025	UBS Group AG	62,571	$3.85M	0.0%	+5.9%	1.814%
11/13/2025	BNP Paribas Financial Markets	50,000	$3.08M	0.0%	N/A	1.449%
11/13/2025	Parallel Advisors LLC	1,210	$75K	0.0%	-12.6%	0.035%
11/13/2025	Modern Wealth Management LLC	5,558	$342K	0.0%	-11.4%	0.161%
11/12/2025	RPg Family Wealth Advisory LLC	11,164	$688K	0.2%	N/A	0.324%
11/12/2025	Banco Santander S.A.	3,580	$220K	0.0%	N/A	0.104%
11/6/2025	Navellier & Associates Inc.	5,061	$312K	0.0%	N/A	0.147%
11/6/2025	Oppenheimer & Co. Inc.	10,668	$657K	0.0%	-3.2%	0.309%
11/5/2025	Envestnet Asset Management Inc.	64,302	$3.96M	0.0%	+16.9%	1.864%
11/4/2025	Cornerstone Planning Group LLC	11,581	$696K	0.1%	-94.0%	0.336%
11/4/2025	Jones Financial Companies Lllp	6,432	$395K	0.0%	+32.6%	0.186%
11/3/2025	AE Wealth Management LLC	1,674	$103K	0.0%	-29.5%	0.049%
11/3/2025	Truist Financial Corp	44,662	$2.75M	0.0%	+19.5%	1.295%
10/29/2025	Wealth Enhancement Advisory Services LLC	71,138	$4.46M	0.0%	+2.0%	2.062%
10/24/2025	MGO One Seven LLC	4,601	$283K	0.0%	+10.3%	0.133%
10/24/2025	Purus Wealth Management LLC	15,756	$970K	0.3%	-2.6%	0.457%
10/23/2025	CX Institutional	2,404	$148K	0.0%	+26,611.1%	0.070%
10/22/2025	CoreCap Advisors LLC	4,080	$251K	0.0%	-19.4%	0.118%
10/22/2025	Geneos Wealth Management Inc.	4,855	$299K	0.0%	-18.8%	0.141%
10/16/2025	HBW Advisory Services LLC	19,510	$1.20M	0.1%	-5.1%	0.566%
10/15/2025	CWM LLC	3,095	$191K	0.0%	+62.0%	0.090%
10/14/2025	Farther Finance Advisors LLC	6,543	$403K	0.0%	-7.8%	0.187%
9/4/2025	Osaic Holdings Inc.	23,495	$1.34M	0.0%	-11.6%	0.635%
8/18/2025	Geneos Wealth Management Inc.	5,980	$341K	0.0%	+120.2%	0.162%
8/15/2025	MML Investors Services LLC	12,803	$729K	0.0%	+3.1%	0.346%
8/15/2025	Modern Wealth Management LLC	6,273	$357K	0.0%	-3.1%	0.170%
8/15/2025	EP Wealth Advisors LLC	1,758	$100K	0.0%	-19.7%	0.048%
8/15/2025	Bank of America Corp DE	106,637	$6.07M	0.0%	-2.8%	2.882%
8/15/2025	Ameriprise Financial Inc.	108,578	$6.19M	0.0%	-2.2%	2.935%
8/14/2025	Raymond James Financial Inc.	58,214	$3.32M	0.0%	-13.9%	1.573%
8/14/2025	NewEdge Advisors LLC	2,114	$120K	0.0%	-69.9%	0.057%
8/13/2025	PGIM Custom Harvest LLC	28,240	$1.61M	0.0%	+568.7%	0.763%
8/12/2025	Steward Partners Investment Advisory LLC	2,583	$147K	0.0%	-30.9%	0.070%
8/11/2025	Purus Wealth Management LLC	16,175	$921K	0.3%	-4.2%	0.437%
8/8/2025	Rockefeller Capital Management L.P.	26,349	$1.50M	0.0%	-13.9%	0.712%
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8/8/2025	Cetera Investment Advisers	92,316	$5.26M	0.0%	+2.5%	2.495%
8/8/2025	Creative Planning	9,336	$532K	0.0%	-2.6%	0.252%
8/6/2025	AE Wealth Management LLC	2,373	$135K	0.0%	+9.7%	0.064%
8/6/2025	ROI Financial Advisors LLC	4,170	$237K	0.2%	-36.4%	0.113%
8/1/2025	Motco	750	$43K	0.0%	N/A	0.020%
8/1/2025	Envestnet Asset Management Inc.	55,004	$3.13M	0.0%	+7.6%	1.487%
7/28/2025	Harbour Investments Inc.	23,852	$1.36M	0.0%	+4.7%	0.645%
7/25/2025	MGO One Seven LLC	4,171	$238K	0.0%	-8.6%	0.113%
7/25/2025	Apollon Financial LLC	6,832	$389K	0.1%	-15.6%	0.185%
7/24/2025	WMG Financial Advisors LLC	4,111	$234K	0.1%	-23.2%	0.111%

FXZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 107 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), Wealth Enhancement Advisory Services LLC ($5.13M), and Raymond James & Associates ($4.78M).Learn more on First Trust Materials AlphaDEX Fund's institutional investors.

Of the 80 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 663,823 shares in the last 24 months. This purchase volume represents approximately $46.50M in transactions.

Of the 35 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. ($24.84K), Raymond James Financial Inc. ($9.76K), LPL Financial LLC ($9.05K), Osaic Holdings Inc. ($7.57K), and UBS Group AG ($7.33K).

Institutional investors have sold a total of 339,935 shares in the last 24 months. This volume of shares sold represents approximately $21.05M in transactions.

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This page (NYSEARCA:FXZ) was last updated on 5/25/2026 by MarketBeat.com Staff.

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First Trust Materials AlphaDEX Fund (FXZ) Institutional Ownership

FXZ Institutional Buying and Selling by Quarter

First Trust Materials AlphaDEX Fund Major Shareholders & Ownership History

FXZ Institutional Ownership - Frequently Asked Questions

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First Trust Materials AlphaDEX Fund (FXZ) Institutional Ownership

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

FXZ Institutional Buying and Selling by Quarter

First Trust Materials AlphaDEX Fund Major Shareholders & Ownership History

FXZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXZ shares?

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

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

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

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

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