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First Trust Materials AlphaDEX Fund (FXZ) Institutional Ownership

First Trust Materials AlphaDEX Fund logo
$59.79 -0.43 (-0.71%)
As of 01/31/2025 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)
38
Total
Institutional Inflows
(last 12 months)
$26.33M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$39.41M
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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
1/31/2025Global Retirement Partners LLC854$48K0.0%+881.6%0.014%
1/31/2025Truist Financial Corp42,036$2.39M0.0%+11.6%0.695%
1/31/2025Sanctuary Advisors LLC27,143$1.64M0.0%+4.7%0.449%
1/30/2025 Blue Trust Inc.838$48K0.0%N/A0.014%
1/29/2025 Capital Wealth Alliance LLC12,019$683K0.4%+84.6%0.199%
1/29/2025 Cornerstone Planning Group LLC154,661$9.28M2.3%+15.2%2.556%
1/28/2025 Apollon Financial LLC8,736$496K0.1%-7.7%0.144%
1/21/2025 Southland Equity Partners LLC5,836$332K0.1%-7.1%0.096%
1/17/2025 Janney Montgomery Scott LLC9,000$511K0.0%-75.8%0.149%
1/17/2025 Monterey Private Wealth Inc.9,092$517K0.2%-16.5%0.150%
1/16/2025 Purus Wealth Management LLC17,214$978K0.4%-51.0%0.285%
1/14/2025 Quad Cities Investment Group LLC10,163$577K0.3%-11.9%0.168%
1/8/2025 International Assets Investment Management LLC9,888$555K0.0%N/A0.163%
12/26/2024JPMorgan Chase & Co.1,748$117K0.0%+8,640.0%0.029%
11/25/2024Sanctuary Advisors LLC25,913$1.69M0.0%+23.9%0.428%
11/15/2024MML Investors Services LLC11,218$752K0.0%+7.7%0.185%
11/15/2024Jane Street Group LLC42,837$2.87M0.0%+15.7%0.708%
11/15/2024Stifel Financial Corp41,788$2.80M0.0%-52.8%0.691%
11/15/2024HighTower Advisors LLC8,112$542K0.0%-21.6%0.134%
11/14/2024Flow Traders U.S. LLC6,541$439K0.0%N/A0.108%
11/14/2024RPg Family Wealth Advisory LLC5,718$383K0.1%N/A0.095%
11/8/2024Stonebridge Financial Planning Group LLC5,596$375K0.2%-35.2%0.092%
11/8/2024Etfidea LLC53,635$3.60M1.1%+4.4%0.887%
11/6/2024ROI Financial Advisors LLC8,360$560K0.4%+4.8%0.138%
11/6/2024Schrum Private Wealth Management LLC12,460$835K0.4%+61.2%0.206%
11/6/2024 Cornerstone Planning Group LLC134,255$8.86M1.9%+8.2%2.219%
11/5/2024 Apollon Financial LLC9,461$634K0.2%-11.2%0.156%
11/5/2024Harbour Investments Inc.22,761$1.53M0.0%-6.6%0.376%
10/30/2024 Capital Wealth Alliance LLC6,510$436K0.3%-42.9%0.108%
10/29/2024 Janney Montgomery Scott LLC37,187$2.49M0.0%-4.9%0.615%
10/29/2024Farther Finance Advisors LLC3,767$253K0.0%-5.9%0.062%
10/28/2024Meitav Investment House Ltd.8,702$583K0.0%-54.9%0.144%
10/25/2024MONECO Advisors LLC5,370$360K0.0%-4.5%0.089%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors25,397$1.70M0.3%+279.2%0.420%
10/24/2024 Arkadios Wealth Advisors2,987$200K0.0%-14.1%0.049%
10/22/2024Private Advisor Group LLC13,533$907K0.0%+21.0%0.224%
10/19/2024 Petix & Botte Co3,418$229K0.1%-20.9%0.056%
10/18/2024Raymond James & Associates71,320$4.78M0.0%-5.7%1.179%
10/15/2024 NBC Securities Inc.7,358$493K0.0%-16.8%0.122%
10/10/2024 FOCUS Wealth Advisors LLC57,865$3.88M1.9%-0.5%0.956%
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10/9/2024 Clarus Wealth Advisors5,833$387K0.2%+9.4%0.096%
10/3/2024 Monterey Private Wealth Inc.10,885$730K0.2%-8.8%0.180%
9/5/2024Sanctuary Advisors LLC20,920$1.42M0.0%N/A0.346%
8/22/2024Cetera Investment Advisers118,692$7.69M0.0%-2.6%1.962%
8/21/2024Truist Financial Corp36,723$2.38M0.0%-4.2%0.607%
8/13/2024AE Wealth Management LLC6,382$414K0.0%-12.9%0.105%
8/13/2024Etfidea LLC51,363$3.33M1.1%+1.9%0.849%
8/12/2024 Purus Wealth Management LLC34,208$2.22M1.0%+1.7%0.565%
8/8/2024J.W. Cole Advisors Inc.4,193$272K0.0%-5.7%0.069%
8/8/2024Envestnet Asset Management Inc.49,645$3.22M0.0%+0.4%0.821%
8/8/2024CoreCap Advisors LLC6,556$425K0.0%N/A0.108%
8/8/2024Zions Bancorporation N.A.925$60K0.0%N/A0.015%
8/6/2024Arbor Capital Management Inc. ADV8,458$548K0.5%N/A0.140%
8/5/2024Private Advisor Group LLC11,180$725K0.0%+3.9%0.185%
7/31/2024Farther Finance Advisors LLC4,004$256K0.0%-3.7%0.066%
7/31/2024Commonwealth Equity Services LLC20,326$1.32M0.0%-3.2%0.336%
7/30/2024WMG Financial Advisors LLC5,822$377K0.2%-5.2%0.096%
7/30/2024 International Assets Investment Management LLC11,401$739K0.0%-20.3%0.188%
7/26/2024Harbour Investments Inc.24,379$1.58M0.1%+5.8%0.403%
7/26/2024Cambridge Investment Research Advisors Inc.72,026$4.67M0.0%-1.5%1.191%
7/24/2024 Gilliland Jeter Wealth Management LLC530$34K0.0%-33.4%0.009%
7/24/2024 Capital Wealth Alliance LLC11,408$739K0.4%-21.8%0.189%
7/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,697$434K0.1%-3.0%0.111%
7/23/2024 Atlas Brown Inc.5,620$364K0.1%+44.0%0.093%
7/19/2024MONECO Advisors LLC5,624$365K0.1%-3.4%0.093%
7/19/2024 Willner & Heller LLC4,418$286K0.3%-36.4%0.073%
7/19/2024Raymond James & Associates75,602$4.90M0.0%-43.2%1.250%
7/16/2024Envestnet Portfolio Solutions Inc.4,214$273K0.0%N/A0.070%
7/12/2024 Southland Equity Partners LLC6,135$398K0.1%-2.8%0.101%
7/10/2024CWM LLC1,884$122K0.0%+24.9%0.031%
7/9/2024 Monterey Private Wealth Inc.11,929$773K0.3%-1.9%0.197%
5/24/2024Cetera Advisors LLC96,485$6.88M0.1%+0.6%1.595%
5/24/2024Cetera Investment Advisers121,824$8.69M0.0%+2,306.6%2.014%
5/17/2024Comerica Bank1,705$122K0.0%-14.3%0.028%
5/14/2024EP Wealth Advisors LLC1,614$115K0.0%N/A0.027%
5/11/2024 Capital Wealth Alliance LLC14,596$1.04M0.6%+42.5%0.241%
5/10/2024Banco Santander S.A.3,450$246K0.0%-15.0%0.057%
5/8/2024 Cornerstone Planning Group LLC113,993$7.77M2.4%+10.7%1.884%
5/7/2024Oppenheimer & Co. Inc.5,838$416K0.0%-18.2%0.096%
5/4/2024 Geneos Wealth Management Inc.2,771$198K0.0%-24.8%0.045%
5/3/2024Etfidea LLC50,407$3.60M1.2%+2.4%0.826%
5/1/2024 Janney Montgomery Scott LLC51,150$3.65M0.0%-9.6%0.839%
4/30/2024Private Advisor Group LLC10,759$768K0.0%-3.7%0.176%
4/30/2024J.W. Cole Advisors Inc.4,445$317K0.0%-59.0%0.073%
4/30/2024 Hartline Investment Corp6,901$492K0.1%N/A0.113%
4/30/2024 Arkadios Wealth Advisors3,479$248K0.0%-18.2%0.057%
4/29/2024Commonwealth Equity Services LLC20,992$1.50M0.0%-39.2%0.344%
4/29/2024Benjamin Edwards Inc.780$56K0.0%+1,714.0%0.013%
4/29/2024Benjamin F. Edwards & Company Inc.46,819$3.34M0.1%-18.5%0.768%
4/26/2024MONECO Advisors LLC5,822$415K0.1%-4.0%0.095%
Is this Elon’s true agenda? (Ad)

All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them

Click here for my report
4/23/2024Raymond James Financial Services Advisors Inc.115,832$8.26M0.0%-9.7%1.899%
4/22/2024 Outlook Wealth Advisors LLC16,613$1.19M0.4%N/A0.272%
4/22/2024Raymond James & Associates133,143$9.50M0.0%-33.2%2.183%
4/13/2024 Quad Cities Investment Group LLC11,647$831K0.5%-10.4%0.135%
4/12/2024 Southland Equity Partners LLC6,313$450K0.1%-9.2%0.073%
4/12/2024 Purus Wealth Management LLC33,630$2.40M1.2%-2.2%0.389%
4/11/2024 International Assets Investment Management LLC14,306$1.02M0.0%-13.6%0.165%
4/11/2024 FOCUS Wealth Advisors LLC52,824$3.77M2.0%+18.2%0.611%
4/11/2024 SignalPoint Asset Management LLC4,596$328K0.1%-4.1%0.053%
4/9/2024 Monterey Private Wealth Inc.12,161$868K0.3%-7.7%0.141%
(Data available from 1/1/2016 forward)

FXZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXZ shares?

During the previous two years, 158 institutional investors and hedge funds held shares of First Trust Materials AlphaDEX Fund. The most heavily invested institutionals were First Trust Advisors LP ($671.23M), Wells Fargo & Company MN ($44.25M), LPL Financial LLC ($25.26M), NewEdge Advisors LLC ($17.07M), O Dell Group LLC ($16.25M), UBS Group AG ($14.52M), and Advisory Services Network LLC ($11.50M).Learn more on FXZ's institutional investors.

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

Of the 117 institutional investors that purchased First Trust Materials AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gateway Advisory LLC ($1.82M), First Trust Advisors LP ($1.53M), International Assets Investment Management LLC ($1.30M), AE Wealth Management LLC ($204.96K), D.A. Davidson & CO. ($156.76K), LPL Financial LLC ($132.76K), and Cetera Investment Advisers ($116.76K).

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

Institutional investors have bought a total of 6,745,805 shares in the last 24 months. This purchase volume represents approximately $441.15M in transactions.

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

Of the 99 institutional investors that sold First Trust Materials AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($550.78K), Raymond James Financial Services Advisors Inc. ($525.72K), LPL Financial LLC ($481.71K), NewSquare Capital LLC ($269.53K), CWM LLC ($253.20K), AE Wealth Management LLC ($202.64K), and D.A. Davidson & CO. ($157.26K).

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

Institutional investors have sold a total of 4,361,031 shares in the last 24 months. This volume of shares sold represents approximately $279.38M in transactions.


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This page (NYSEARCA:FXZ) was last updated on 2/1/2025 by MarketBeat.com Staff
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