Free Trial
→ “Amazon Coin” set to outperform Bitcoin (From True Market Insiders) (Ad) Free FXZ Stock Alerts

First Trust Materials AlphaDEX Fund (FXZ) Institutional Ownership

First Trust Materials AlphaDEX Fund logo
$55.26 -0.47 (-0.84%)
As of 03:35 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$42.82M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$29.74M
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/24/2025 Ameriflex Group Inc.486$29K0.0%N/A0.008%
2/18/2025 GTS Securities LLC18,140$1.03M0.1%+164.5%0.300%
2/18/2025 Stonebridge Financial Planning Group LLC4,315$245K0.1%-22.9%0.071%
2/18/2025 First Heartland Consultants Inc.7,524$427K0.0%-3.6%0.124%
2/17/2025 Two Sigma Investments LP9,300$528K0.0%-7.0%0.154%
2/17/2025 D. E. Shaw & Co. Inc.3,952$225K0.0%-28.9%0.065%
2/17/2025 EP Wealth Advisors LLC2,189$124K0.0%N/A0.036%
2/17/2025 CoreCap Advisors LLC5,183$294K0.0%-9.8%0.086%
2/17/2025 Cetera Investment Advisers87,531$4.97M0.0%-5.9%1.447%
2/17/2025 Citadel Advisors LLC48,066$2.73M0.0%+13.4%0.794%
2/17/2025 Bank of America Corp DE221,466$12.58M0.0%-12.6%3.661%
2/17/2025 Ameriprise Financial Inc.104,785$5.96M0.0%-3.2%1.732%
2/17/2025 Aptus Capital Advisors LLC684$39K0.0%N/A0.011%
2/14/2025 Jane Street Group LLC46,288$2.63M0.0%+8.1%0.765%
2/14/2025 Bellwether Advisors LLC450$26K0.0%N/A0.007%
2/14/2025 Two Sigma Securities LLC9,435$536K0.1%N/A0.156%
2/14/2025 MGO One Seven LLC4,233$240K0.0%+13.5%0.070%
2/14/2025 Susquehanna International Group LLP38,852$2.21M0.0%+332.5%0.642%
2/14/2025 Stifel Financial Corp44,411$2.52M0.0%+6.3%0.734%
2/14/2025 Tower Research Capital LLC TRC 12,842$730K0.0%+916.8%0.212%
2/13/2025 NewEdge Advisors LLC7,553$429K0.0%-4.3%0.125%
2/13/2025 Rockefeller Capital Management L.P.28,582$1.62M0.0%-2.7%0.472%
2/13/2025 Raymond James Financial Inc.98,691$5.61M0.0%N/A1.631%
2/13/2025 Envestnet Asset Management Inc.56,896$3.23M0.0%+5.7%0.940%
2/13/2025 Wedbush Securities Inc.4,308$245K0.0%N/A0.071%
2/13/2025 Wells Fargo & Company MN476,700$27.08M0.0%-6.8%7.879%
2/12/2025 O Shaughnessy Asset Management LLC1,674$95K0.0%N/A0.028%
2/11/2025 Modern Wealth Management LLC6,471$382K0.0%N/A0.107%
2/11/2025 LPL Financial LLC248,296$14.11M0.0%-11.2%4.104%
2/10/2025 Harbour Investments Inc.21,466$1.22M0.0%-5.7%0.355%
2/10/2025 Commonwealth Equity Services LLC67,768$3.85M0.0%+489.2%1.120%
2/7/2025 HighTower Advisors LLC7,054$401K0.0%-13.0%0.117%
2/7/2025 Independent Advisor Alliance10,066$572K0.0%N/A0.166%
2/7/2025 PNC Financial Services Group Inc.4,116$234K0.0%+38.1%0.068%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,383$1.10M0.2%-23.7%0.320%
2/7/2025 Schrum Private Wealth Management LLC7,730$439K0.4%-38.0%0.128%
2/6/2025 Raymond James Financial Inc.98,691$5.61M0.0%N/A1.631%
2/6/2025 Synergy Investment Management LLC875$50K0.0%N/A0.014%
2/6/2025 Jones Financial Companies Lllp3,067$174K0.0%+19.5%0.051%
2/4/2025 MONECO Advisors LLC3,632$206K0.0%-32.4%0.060%
[PDF] Free Cheat Sheet: How to build a dividend portfolio (Ad)

Would you like a simple set of guidelines for building a rock solid dividend portfolio? Including the two specific tickers I just put $50k into? Well, it’s all included in these FIVE Dividend Cheat Sheets

>> You can grab your FREE, laminated copies right here << 
2/3/2025 Private Advisor Group LLC15,771$896K0.0%+16.5%0.261%
1/31/2025 Global Retirement Partners LLC854$48K0.0%+881.6%0.014%
1/31/2025 Truist Financial Corp42,036$2.39M0.0%+11.6%0.695%
1/31/2025 Sanctuary 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%
12/26/2024 JPMorgan Chase & Co.1,748$117K0.0%+8,640.0%0.029%
11/25/2024 Sanctuary Advisors LLC25,913$1.69M0.0%+23.9%0.428%
11/15/2024 MML Investors Services LLC11,218$752K0.0%+7.7%0.185%
11/15/2024 Jane Street Group LLC42,837$2.87M0.0%+15.7%0.708%
11/15/2024 Stifel Financial Corp41,788$2.80M0.0%-52.8%0.691%
11/15/2024 HighTower Advisors LLC8,112$542K0.0%-21.6%0.134%
11/14/2024 Flow Traders U.S. LLC6,541$439K0.0%N/A0.108%
11/14/2024 RPg Family Wealth Advisory LLC5,718$383K0.1%N/A0.095%
11/8/2024 Stonebridge Financial Planning Group LLC5,596$375K0.2%-35.2%0.092%
11/8/2024Etfidea LLC53,635$3.60M1.1%+4.4%0.887%
11/6/2024 ROI Financial Advisors LLC8,360$560K0.4%+4.8%0.138%
11/6/2024 Schrum 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%
11/5/2024 Harbour 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%
10/29/2024 Farther Finance Advisors LLC3,767$253K0.0%-5.9%0.062%
10/28/2024 Meitav Investment House Ltd.8,702$583K0.0%-54.9%0.144%
10/25/2024 MONECO Advisors LLC5,370$360K0.0%-4.5%0.089%
10/24/2024 Bay 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%
10/22/2024 Private 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%
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%
9/5/2024 Sanctuary Advisors LLC20,920$1.42M0.0%N/A0.346%
8/22/2024 Cetera Investment Advisers118,692$7.69M0.0%-2.6%1.962%
8/21/2024 Truist Financial Corp36,723$2.38M0.0%-4.2%0.607%
8/13/2024 AE 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%
8/8/2024 J.W. Cole Advisors Inc.4,193$272K0.0%-5.7%0.069%
77 Hedge Funds Are Betting On This Off-Radar Mineral (Ad)

With surging prices... supply shortages... and growing demand, hedge funds are betting big on potash. In fact, 77 hedge funds have quietly increased their positions, pouring millions into companies poised to capitalize on this essential commodity. The reason is simple: America currently depends on Canada for 80% of its potash supply.

Read my full report now.
8/8/2024 Envestnet Asset Management Inc.49,645$3.22M0.0%+0.4%0.821%
8/8/2024 CoreCap Advisors LLC6,556$425K0.0%N/A0.108%
8/8/2024 Zions Bancorporation N.A.925$60K0.0%N/A0.015%
8/6/2024 Arbor Capital Management Inc. ADV8,458$548K0.5%N/A0.140%
8/5/2024 Private Advisor Group LLC11,180$725K0.0%+3.9%0.185%
7/31/2024 Farther Finance Advisors LLC4,004$256K0.0%-3.7%0.066%
7/31/2024 Commonwealth Equity Services LLC20,326$1.32M0.0%-3.2%0.336%
7/30/2024 WMG 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%
7/26/2024 Harbour Investments Inc.24,379$1.58M0.1%+5.8%0.403%
(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, 161 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 ($27.08M), O Dell Group LLC ($16.25M), UBS Group AG ($14.52M), LPL Financial LLC ($14.11M), Bank of America Corp DE ($12.58M), 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 118 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), International Assets Investment Management LLC ($1.30M), First Trust Advisors LP ($1.09M), AE Wealth Management LLC ($204.96K), Raymond James Financial Inc. ($197.38K), D.A. Davidson & CO. ($156.76K), and LPL Financial LLC ($132.76K).

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

Institutional investors have bought a total of 6,504,683 shares in the last 24 months. This purchase volume represents approximately $425.17M 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 Financial Services Advisors Inc. ($440.20K), Raymond James & Associates ($391.66K), LPL Financial LLC ($361.22K), AE Wealth Management LLC ($202.64K), D.A. Davidson & CO. ($156.78K), Commonwealth Equity Services LLC ($146.91K), and International Assets Investment Management LLC ($137.91K).

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

Institutional investors have sold a total of 3,529,992 shares in the last 24 months. This volume of shares sold represents approximately $228.55M in transactions.


Related Companies

This page (NYSEARCA:FXZ) was last updated on 3/4/2025 by MarketBeat.com Staff
From Our Partners
77 Hedge Funds Are Betting On This Off-Radar Mineral
With surging prices... supply shortages... and growing demand, hedge funds are betting big on potash. In fa...
The Tomorrow Investor | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
DOGE Social Security bombshell?
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Elon’s “New Gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored
Three new patents reveal Elon and Trump’s secret “Project America”
Right now for a limited time… You can get Tim Bohen’s top 5 Trump stocks for 2025… For only ONE DOLLAR!...
Timothy Sykes | Sponsored
Texas approves new currency
Rural Texas Town Ramps Up Global Currency War A small town has joined a radical $1.9 trillion attack on the...
Stansberry Research | Sponsored
Trump’s Victory Could Spark Major Gains for Gold – Don’t Miss Out
This "Patriot's Tax Shield" lets you defend your wealth with real, solid gold. Our exclusive, free wealth pr...
American Alternative | Sponsored