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First Trust Materials AlphaDEX Fund (FXZ) Institutional Ownership

First Trust Materials AlphaDEX Fund logo
$81.04 -1.37 (-1.66%)
Closing price 04:10 PM Eastern
Extended Trading
$80.99 -0.05 (-0.06%)
As of 07:30 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)
43
Total
Institutional Inflows
(last 12 months)
$45.22M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$18.72M
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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
9/23/2026 Envestnet Asset Management Inc.75,347$5.99M0.0%-4.4%1.603%
9/18/2026 Security National Bank of Sioux City Iowa IA1,151$91K0.0%N/A0.028%
9/9/2026 Baird Financial Group Inc.7,473$594K0.0%N/A0.156%
8/23/2026 Nilsine Partners LLC14,827$1.18M0.1%+1.8%0.309%
8/22/2026 Compass Financial Management LLC5,225$415K0.0%N/A0.109%
8/21/2026 Tsfg LLC9,839$782K0.1%-13.7%0.205%
8/13/2026 Capital Square LLC3,328$257K0.1%N/A0.069%
8/12/2026 Compass Financial Management LLC5,225$415K0.0%N/A0.109%
7/7/2026 Quad Cities Investment Group LLC9,203$731K0.3%-3.1%0.186%
7/2/2026 CX Institutional869$69K0.0%-39.2%0.018%
6/3/2026 NewEdge Advisors LLC1,509$115K0.0%+75.7%0.031%
5/19/2026 Western Wealth Management LLC648$49K0.0%N/A0.014%
5/19/2026 Bank of America Corp DE385,160$29.35M0.0%+277.6%8.024%
5/18/2026 Royal Bank of Canada57,511$4.38M0.0%+37.1%1.198%
5/14/2026 Modern Wealth Management LLC4,569$354K0.0%-12.7%0.095%
5/13/2026 Cetera Investment Advisers104,066$7.93M0.0%-3.3%2.168%
5/12/2026 Barometer Capital Management Inc.3,100$236K0.1%N/A0.065%
5/7/2026 Parallel Advisors LLC1,225$93K0.0%+25.6%0.026%
5/6/2026 Cornerstone Planning Group LLC3,484$281K0.0%-17.1%0.073%
5/6/2026 Independent Financial Group LLC13,638$1.04M0.0%N/A0.284%
5/5/2026 D.A. Davidson & CO.54,059$4.12M0.0%N/A1.126%
5/5/2026 Sanctuary 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%
2/18/2026 NewEdge Advisors LLC859$56K0.0%-45.2%0.022%
2/17/2026 Cetera Investment Advisers107,581$6.97M0.0%-25.9%2.724%
2/17/2026 Osaic Holdings Inc.17,394$1.13M0.0%-20.5%0.440%
2/17/2026 Royal 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%
2/13/2026 Stifel Financial Corp45,436$2.95M0.0%+51.0%1.150%
2/13/2026 Wells Fargo & Company MN342,587$22.21M0.0%-0.4%8.673%
2/13/2026 Summit Financial LLC63,029$4.09M0.1%+813.9%1.596%
2/13/2026 RPg 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%
2/11/2026 LPL Financial LLC191,863$12.44M0.0%-4.5%4.857%
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2/11/2026 Parallel Advisors LLC975$63K0.0%-19.4%0.025%
2/10/2026 Goldman Sachs Group Inc.63,246$4.10M0.0%-18.8%1.601%
2/10/2026 Kesler Norman & Wride LLC13,229$858K0.1%+1.9%0.335%
2/9/2026 Harbour Investments Inc.28,820$1.87M0.0%+14.3%0.730%
2/6/2026 PNC 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%
2/2/2026 Cornerstone Planning Group LLC4,205$273K0.0%-63.7%0.114%
2/2/2026 Oppenheimer & Co. Inc.10,056$652K0.0%-5.7%0.272%
1/29/2026 UBS Group AG55,245$3.58M0.0%-11.7%1.601%
1/29/2026 NBC Securities Inc.837$54K0.0%+25.7%0.024%
1/28/2026 Geneos 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%
11/17/2025 NewEdge Advisors LLC1,568$97K0.0%-25.8%0.045%
11/17/2025 Susquehanna International Group LLP40,983$2.52M0.0%+34.8%1.188%
11/17/2025 Citadel Advisors LLC4,919$303K0.0%-40.4%0.143%
11/17/2025 Bank of America Corp DE103,165$6.35M0.0%-3.3%2.990%
11/17/2025 Ameriprise Financial Inc.124,960$7.66M0.0%+15.1%3.622%
11/14/2025 Creative Planning8,824$543K0.0%-5.5%0.256%
11/14/2025 Raymond James Financial Inc.57,845$3.56M0.0%-0.6%1.677%
11/14/2025 PGIM Custom Harvest LLC27,534$1.70M0.0%-2.5%0.798%
11/13/2025 UBS Group AG62,571$3.85M0.0%+5.9%1.814%
11/13/2025 BNP Paribas Financial Markets50,000$3.08M0.0%N/A1.449%
11/13/2025 Parallel Advisors LLC1,210$75K0.0%-12.6%0.035%
11/13/2025 Modern Wealth Management LLC5,558$342K0.0%-11.4%0.161%
11/12/2025 RPg Family Wealth Advisory LLC11,164$688K0.2%N/A0.324%
11/12/2025 Banco Santander S.A.3,580$220K0.0%N/A0.104%
11/6/2025 Navellier & 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%
11/4/2025 Cornerstone Planning Group LLC11,581$696K0.1%-94.0%0.336%
11/4/2025 Jones Financial Companies Lllp6,432$395K0.0%+32.6%0.186%
11/3/2025 AE 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%
10/24/2025 MGO 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%
10/22/2025 Geneos 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%
9/4/2025 Osaic Holdings Inc.23,495$1.34M0.0%-11.6%0.635%
8/18/2025 Geneos Wealth Management Inc.5,980$341K0.0%+120.2%0.162%
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8/15/2025 MML Investors Services LLC12,803$729K0.0%+3.1%0.346%
8/15/2025 Modern Wealth Management LLC6,273$357K0.0%-3.1%0.170%
8/15/2025 EP Wealth Advisors LLC1,758$100K0.0%-19.7%0.048%
8/15/2025 Bank of America Corp DE106,637$6.07M0.0%-2.8%2.882%
8/15/2025 Ameriprise Financial Inc.108,578$6.19M0.0%-2.2%2.935%
8/14/2025 Raymond James Financial Inc.58,214$3.32M0.0%-13.9%1.573%
8/14/2025 NewEdge Advisors LLC2,114$120K0.0%-69.9%0.057%
8/13/2025 PGIM Custom Harvest LLC28,240$1.61M0.0%+568.7%0.763%
8/12/2025 Steward 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%


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), 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 632,024 shares in the last 24 months. This purchase volume represents approximately $45.22M 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 296,401 shares in the last 24 months. This volume of shares sold represents approximately $18.72M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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