Go Pro
→ Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (From Altimetry) (Ad)tc pixel Free FXZ Stock Alerts

First Trust Materials AlphaDEX Fund (FXZ) Institutional Ownership

First Trust Materials AlphaDEX Fund logo
$83.77 +0.89 (+1.07%)
Closing price 04:10 PM Eastern
Extended Trading
$83.76 0.00 (-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)
41
Total
Institutional Inflows
(last 12 months)
$44.30M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$18.85M
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
8/13/2026Capital 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%
5/19/2026Western 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%
5/13/2026 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%
5/5/2026Sanctuary 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%
2/18/2026 NewEdge Advisors LLC859$56K0.0%-45.2%0.022%
2/17/2026 Cetera Investment Advisers107,581$6.97M0.0%-25.9%2.724%
2/17/2026Osaic 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%
2/13/2026 Stifel Financial Corp45,436$2.95M0.0%+51.0%1.150%
2/13/2026Wells Fargo & Company MN342,587$22.21M0.0%-0.4%8.673%
2/13/2026 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%
2/11/2026 Parallel Advisors LLC975$63K0.0%-19.4%0.025%
2/10/2026Goldman Sachs Group Inc.63,246$4.10M0.0%-18.8%1.601%
2/10/2026 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%
One wafer-scale chip does in minutes what AI takes days (Ad)

NVIDIA has dominated the AI computing race, but history shows even titans can be dethroned, just ask IBM. Three companies are converging in what one publisher calls the Trillion Dollar Triangle, a partnership that could make today's data centers obsolete. A new video breaks down the full story, including the names behind this potential shift in computing power.tc pixel

Watch the video to see the three companies now
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%
1/29/2026UBS Group AG55,245$3.58M0.0%-11.7%1.601%
1/29/2026 NBC Securities Inc.837$54K0.0%+25.7%0.024%
1/28/2026 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%
11/17/2025Susquehanna 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%
11/13/2025 Parallel Advisors LLC1,210$75K0.0%-12.6%0.035%
11/13/2025Modern 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%
11/4/2025Jones 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%
9/4/2025Osaic 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%
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%
8/15/2025 EP 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%
Trump’s April 2027 Deadline Has Wallstreet Scrambling. (Ad)

The DTCC settles nearly every U.S. stock trade, but the old system takes three days and requires $12 billion in idle cash as a safety cushion. A new settlement grid now processes over 100,000 trades a day with instant, tamper-proof records. Trump has plans to move the entire $382 trillion financial system onto this infrastructure by April 2027. BlackRock's new fund on the grid hit $2.8 billion in assets in three months, JPMorgan runs $2 billion a day through it, and Goldman Sachs, Citi, Bank of America and Wells Fargo have announced integration plans.tc pixel

Get the free report on this settlement technology before adoption accelerates
8/14/2025 NewEdge 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%
8/8/2025 Cetera Investment Advisers92,316$5.26M0.0%+2.5%2.495%
8/8/2025Creative Planning9,336$532K0.0%-2.6%0.252%
8/6/2025 AE 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%


FXZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 103 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 78 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 621,562 shares in the last 24 months. This purchase volume represents approximately $44.30M 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), Osaic Holdings Inc. ($7.57K), UBS Group AG ($7.33K), and Bank of America Corp DE ($6.54K).

Institutional investors have sold a total of 300,629 shares in the last 24 months. This volume of shares sold represents approximately $18.85M in transactions.


Related Companies

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 8/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
One wafer-scale chip does in minutes what AI takes days
NVIDIA has dominated the AI computing race, but history shows even titans can be dethroned, just ask IBM. T...
Eagle Publishing | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Buffett's Final Warning: "The Dollar Is Going to Hell"
The US just hit $39 trillion in debt. Interest alone is now over $1 trillion a year, more than the entire defe...
Decentralized Masters | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel