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First Trust Materials AlphaDEX Fund (FXZ) Institutional Ownership

First Trust Materials AlphaDEX Fund logo
$62.98 -0.03 (-0.05%)
(As of 11/15/2024 ET)
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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)
$93.27M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$57.12M
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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
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%
11/15/2024 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%
11/8/2024 Etfidea 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%
10/19/2024Petix & 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%
9/5/2024Sanctuary 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%
8/13/2024 Etfidea 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%
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%
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7/31/2024Commonwealth 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%
7/26/2024 Cambridge 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%
7/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,697$434K0.1%-3.0%0.111%
7/23/2024Atlas Brown Inc.5,620$364K0.1%+44.0%0.093%
7/19/2024 MONECO 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%
7/16/2024 Envestnet Portfolio Solutions Inc.4,214$273K0.0%N/A0.070%
7/12/2024 Southland Equity Partners LLC6,135$398K0.1%-2.8%0.101%
7/10/2024 CWM 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%
5/24/2024 Cetera Investment Advisers121,824$8.69M0.0%+2,306.6%2.014%
5/17/2024 Comerica 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%
5/10/2024 Banco 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%
5/7/2024 Oppenheimer & 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%
5/3/2024 Etfidea LLC50,407$3.60M1.2%+2.4%0.826%
5/1/2024 Janney Montgomery Scott LLC51,150$3.65M0.0%-9.6%0.839%
4/30/2024 Private Advisor Group LLC10,759$768K0.0%-3.7%0.176%
4/30/2024 J.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%
4/29/2024 Benjamin 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%
4/26/2024 MONECO Advisors LLC5,822$415K0.1%-4.0%0.095%
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%
4/8/2024Atlas Brown Inc.3,903$278K0.1%-6.2%0.045%
4/5/2024 NBC Securities Inc.9,503$677K0.1%-20.0%0.110%
3/22/2024 PNC Financial Services Group Inc.4,078$281K0.0%-4.8%0.047%
3/13/2024 MONECO Advisors LLC6,063$418K0.1%-25.5%0.070%
3/6/2024 Willner & Heller LLC6,692$461K0.5%N/A0.077%
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3/1/2024 Creekmur Asset Management LLC430$30K0.0%N/A0.005%
2/14/2024 Barometer Capital Management Inc.9,400$648K0.2%-23.0%0.109%
2/13/2024 ROI Financial Advisors LLC8,076$557K0.5%N/A0.093%
2/12/2024 Stifel Financial Corp104,002$7.17M0.0%-28.3%1.202%
2/12/2024 Steward Partners Investment Advisory LLC4,942$341K0.0%-8.5%0.057%
2/12/2024 Parallel Advisors LLC2,240$154K0.0%-20.4%0.026%
2/9/2024 Cambridge Investment Research Advisors Inc.73,019$5.04M0.0%-58.5%0.844%
2/9/2024 Wells Fargo & Company MN641,741$44.25M0.0%-10.3%7.419%
2/9/2024 UBS Group AG210,597$14.52M0.0%+30.7%2.435%
2/9/2024 PNC Financial Services Group Inc.4,078$281K0.0%-4.8%0.047%
(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, 164 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 123 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 ($1.38M), AE Wealth Management LLC ($205.14K), 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 6,945,040 shares in the last 24 months. This purchase volume represents approximately $453.24M in transactions.

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

Of the 102 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 4,343,112 shares in the last 24 months. This volume of shares sold represents approximately $278.49M in transactions.


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This page (NYSEARCA:FXZ) was last updated on 11/17/2024 by MarketBeat.com Staff
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