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First Trust Materials AlphaDEX Fund (FXZ) Institutional Ownership

First Trust Materials AlphaDEX Fund logo
$59.06 -0.67 (-1.12%)
As of 07/7/2025 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)
56
Total
Institutional Inflows
(last 12 months)
$38.99M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$30.04M
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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
7/2/2025 HBW Advisory Services LLC20,557$1.17M0.1%+28.0%0.556%
6/27/2025Goldman Sachs Group Inc.95,474$5.29M0.0%-9.7%2.546%
5/21/2025Geneos Wealth Management Inc.2,716$151K0.0%+22.6%0.069%
5/16/2025Goldman Sachs Group Inc.95,474$5.29M0.0%-9.7%2.417%
5/16/2025Jones Financial Companies Lllp7,415$411K0.0%+141.8%0.188%
5/16/2025NewEdge Advisors LLC7,032$390K0.0%-6.9%0.178%
5/15/2025Royal Bank of Canada66,097$3.67M0.0%+31.2%1.673%
5/15/2025Monterey Private Wealth Inc.8,857$491K0.1%-2.6%0.224%
5/14/2025Purus Wealth Management LLC16,883$936K0.4%-1.9%0.427%
5/14/2025Capital Wealth Alliance LLC3,865$214K0.1%-67.8%0.098%
5/14/2025PGIM Custom Harvest LLC4,223$234K0.0%-89.5%0.107%
5/13/2025Raymond James Financial Inc.67,608$3.75M0.0%-31.5%1.712%
5/9/2025ROI Financial Advisors LLC6,552$363K0.3%-22.2%0.166%
5/9/2025PNC Financial Services Group Inc.3,561$197K0.0%-13.5%0.090%
5/8/2025Harbour Investments Inc.22,781$1.26M0.0%+6.1%0.577%
5/7/2025LPL Financial LLC198,844$11.03M0.0%-19.9%5.034%
5/6/2025Cetera Investment Advisers90,061$4.99M0.0%+2.9%2.280%
5/6/2025AE Wealth Management LLC2,163$120K0.0%-35.1%0.055%
5/6/2025WMG Financial Advisors LLC5,355$297K0.1%-4.0%0.136%
5/5/2025Private Advisor Group LLC17,628$978K0.0%+11.8%0.446%
5/2/2025Apollon Financial LLC8,095$449K0.1%-7.3%0.205%
4/30/2025Cornerstone Planning Group LLC171,765$8.91M2.1%+11.1%4.348%
4/30/2025Synergy Investment Management LLC608$34K0.0%-30.5%0.015%
4/29/2025Envestnet Asset Management Inc.51,102$2.83M0.0%-10.2%1.294%
4/23/2025International Assets Investment Management LLC7,252$402K0.0%-26.7%0.175%
4/23/2025Oppenheimer & Co. Inc.11,284$626K0.0%N/A0.272%
4/22/2025Cambridge Investment Research Advisors Inc.49,022$2.72M0.0%-17.9%1.181%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,144$1.06M0.2%-1.2%0.461%
4/17/2025Janney Montgomery Scott LLC6,612$367K0.0%-26.5%0.159%
4/16/2025Wealth Enhancement Advisory Services LLC64,238$3.56M0.0%+1,058.9%1.548%
4/15/2025CX Institutional7,428$412K0.0%N/A0.179%
4/14/2025Farther Finance Advisors LLC8,519$470K0.0%+118.2%0.205%
4/9/2025 HBW Advisory Services LLC16,058$890K0.1%N/A0.387%
4/9/2025Quad Cities Investment Group LLC9,622$534K0.3%-5.3%0.232%
4/9/2025NBC Securities Inc.3,565$197K0.0%+59,316.7%0.086%
3/17/2025Wealth Enhancement Advisory Services LLC5,543$315K0.0%N/A0.126%
2/24/2025Ameriflex Group Inc.486$29K0.0%N/A0.008%
2/18/2025GTS Securities LLC18,140$1.03M0.1%+164.5%0.300%
2/18/2025Stonebridge Financial Planning Group LLC4,315$245K0.1%-22.9%0.071%
2/18/2025First Heartland Consultants Inc.7,524$427K0.0%-3.6%0.124%
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2/17/2025Two Sigma Investments LP9,300$528K0.0%-7.0%0.154%
2/17/2025D. E. Shaw & Co. Inc.3,952$225K0.0%-28.9%0.065%
2/17/2025EP Wealth Advisors LLC2,189$124K0.0%N/A0.036%
2/17/2025CoreCap Advisors LLC5,183$294K0.0%-9.8%0.086%
2/17/2025Cetera Investment Advisers87,531$4.97M0.0%-5.9%1.447%
2/17/2025Citadel Advisors LLC48,066$2.73M0.0%+13.4%0.794%
2/17/2025Bank of America Corp DE221,466$12.58M0.0%-12.6%3.661%
2/17/2025Ameriprise Financial Inc.104,785$5.96M0.0%-3.2%1.732%
2/17/2025Aptus Capital Advisors LLC684$39K0.0%N/A0.011%
2/14/2025Jane Street Group LLC46,288$2.63M0.0%+8.1%0.765%
2/14/2025Bellwether Advisors LLC450$26K0.0%N/A0.007%
2/14/2025Two Sigma Securities LLC9,435$536K0.1%N/A0.156%
2/14/2025MGO One Seven LLC4,233$240K0.0%+13.5%0.070%
2/14/2025Susquehanna International Group LLP38,852$2.21M0.0%+332.5%0.642%
2/14/2025Stifel Financial Corp44,411$2.52M0.0%+6.3%0.734%
2/14/2025Tower Research Capital LLC TRC 12,842$730K0.0%+916.8%0.212%
2/13/2025NewEdge Advisors LLC7,553$429K0.0%-4.3%0.125%
2/13/2025Rockefeller Capital Management L.P.28,582$1.62M0.0%-2.7%0.472%
2/13/2025Raymond James Financial Inc.98,691$5.61M0.0%N/A1.631%
2/13/2025Envestnet Asset Management Inc.56,896$3.23M0.0%+5.7%0.940%
2/13/2025Wedbush Securities Inc.4,308$245K0.0%N/A0.071%
2/13/2025Wells Fargo & Company MN476,700$27.08M0.0%-6.8%7.879%
2/12/2025O Shaughnessy Asset Management LLC1,674$95K0.0%N/A0.028%
2/11/2025Modern Wealth Management LLC6,471$382K0.0%N/A0.107%
2/11/2025LPL Financial LLC248,296$14.11M0.0%-11.2%4.104%
2/10/2025Harbour Investments Inc.21,466$1.22M0.0%-5.7%0.355%
2/10/2025Commonwealth Equity Services LLC67,768$3.85M0.0%+489.2%1.120%
2/7/2025HighTower Advisors LLC7,054$401K0.0%-13.0%0.117%
2/7/2025Independent Advisor Alliance10,066$572K0.0%N/A0.166%
2/7/2025PNC Financial Services Group Inc.4,116$234K0.0%+38.1%0.068%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,383$1.10M0.2%-23.7%0.320%
2/7/2025Schrum Private Wealth Management LLC7,730$439K0.4%-38.0%0.128%
2/6/2025Raymond James Financial Inc.98,691$5.61M0.0%N/A1.631%
2/6/2025Synergy Investment Management LLC875$50K0.0%N/A0.014%
2/6/2025Jones Financial Companies Lllp3,067$174K0.0%+19.5%0.051%
2/4/2025MONECO Advisors LLC3,632$206K0.0%-32.4%0.060%
2/3/2025Private Advisor Group LLC15,771$896K0.0%+16.5%0.261%
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%
1/30/2025Blue Trust Inc.838$48K0.0%N/A0.014%
1/29/2025Capital Wealth Alliance LLC12,019$683K0.4%+84.6%0.199%
1/29/2025Cornerstone Planning Group LLC154,661$9.28M2.3%+15.2%2.556%
1/28/2025Apollon Financial LLC8,736$496K0.1%-7.7%0.144%
1/21/2025Southland Equity Partners LLC5,836$332K0.1%-7.1%0.096%
1/17/2025Janney Montgomery Scott LLC9,000$511K0.0%-75.8%0.149%
1/17/2025Monterey Private Wealth Inc.9,092$517K0.2%-16.5%0.150%
1/16/2025Purus Wealth Management LLC17,214$978K0.4%-51.0%0.285%
1/14/2025Quad Cities Investment Group LLC10,163$577K0.3%-11.9%0.168%
1/8/2025International Assets Investment Management LLC9,888$555K0.0%N/A0.163%
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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%
(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, 143 institutional investors and hedge funds held shares of First Trust Materials AlphaDEX Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($27.08M), UBS Group AG ($14.52M), Bank of America Corp DE ($12.58M), LPL Financial LLC ($11.03M), Cornerstone Planning Group LLC ($8.91M), Raymond James Financial Services Advisors Inc. ($8.26M), and Cetera Advisors LLC ($6.88M).Learn more on First Trust Materials AlphaDEX Fund's institutional investors.

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

Of the 92 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: International Assets Investment Management LLC ($1.30M), Raymond James Financial Inc. ($197.38K), Cetera Investment Advisers ($119.29K), Cambridge Investment Research Advisors Inc. ($74.64K), Cornerstone Planning Group LLC ($74.28K), Wealth Enhancement Advisory Services LLC ($64.24K), and Commonwealth Equity Services LLC ($56.27K).

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

Institutional investors have bought a total of 671,631 shares in the last 24 months. This purchase volume represents approximately $38.99M in transactions.

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

Of the 48 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: LPL Financial LLC ($80.88K), Raymond James & Associates ($61.82K), Stifel Financial Corp ($46.78K), PGIM Custom Harvest LLC ($36.01K), Wells Fargo & Company MN ($34.55K), Janney Montgomery Scott LLC ($32.50K), and Bank of America Corp DE ($31.97K).

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

Institutional investors have sold a total of 507,715 shares in the last 24 months. This volume of shares sold represents approximately $30.04M in transactions.


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This page (NYSEARCA:FXZ) was last updated on 7/8/2025 by MarketBeat.com Staff
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