Free Trial
→ Now I look stupid. Real stupid... (From Porter & Company) (Ad) Buy FXZ Stock  Free FXZ Stock Alerts

First Trust Materials AlphaDEX Fund (FXZ) Institutional Ownership

First Trust Materials AlphaDEX Fund logo
$48.54 -3.32 (-6.40%)
As of 04:10 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)
$42.68M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$29.58M
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

Remove Ads

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
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%
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%
Three new patents reveal Elon and Trump’s secret “Project America” (Ad)

Right now for a limited time… You can get Tim Bohen’s top 5 Trump stocks for 2025… For only ONE DOLLAR! He says these 5 stocks are trading for less than $2 right now… But they could soon SOAR in Trump’s first 100 days.

Get the names and tickers now for $1
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%
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%
11/6/2024Cornerstone Planning Group LLC134,255$8.86M1.9%+8.2%2.219%
11/5/2024Apollon Financial LLC9,461$634K0.2%-11.2%0.156%
11/5/2024Harbour Investments Inc.22,761$1.53M0.0%-6.6%0.376%
10/30/2024Capital Wealth Alliance LLC6,510$436K0.3%-42.9%0.108%
10/29/2024Janney 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%
10/24/2024Arkadios Wealth Advisors2,987$200K0.0%-14.1%0.049%
10/22/2024Private 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%
10/15/2024NBC Securities Inc.7,358$493K0.0%-16.8%0.122%
10/10/2024FOCUS Wealth Advisors LLC57,865$3.88M1.9%-0.5%0.956%
10/9/2024Clarus Wealth Advisors5,833$387K0.2%+9.4%0.096%
10/3/2024Monterey 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%
8/12/2024Purus Wealth Management LLC34,208$2.22M1.0%+1.7%0.565%
Three new patents reveal Elon and Trump’s secret “Project America” (Ad)

Right now for a limited time… You can get Tim Bohen’s top 5 Trump stocks for 2025… For only ONE DOLLAR! He says these 5 stocks are trading for less than $2 right now… But they could soon SOAR in Trump’s first 100 days.

Get the names and tickers now for $1
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%
7/30/2024International Assets Investment Management LLC11,401$739K0.0%-20.3%0.188%
(Data available from 1/1/2016 forward)

Remove Ads

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 6,504,204 shares in the last 24 months. This purchase volume represents approximately $425.09M 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 3,525,585 shares in the last 24 months. This volume of shares sold represents approximately $228.28M in transactions.


Related Companies

This page (NYSEARCA:FXZ) was last updated on 4/4/2025 by MarketBeat.com Staff
From Our Partners
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Feds Just Admitted It—They Can Take Your Cash
The Government Just Said Your Money Isn't Yours That's right—According to the DOJ, YOUR hard-earned money i...
Priority Gold | 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
Trump’s Secret Weapon
Please don't wait—this is your moment to take action. Download your Wealth Protection Guide now, claim your fr...
American Alternative | Sponsored
Trump Makes Major Crypto Announcement
Trump Ends the “War on Crypto” I expect it to pump the market, which is why I'm recommending ONE coin to al...
Crypto 101 Media | Sponsored
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
Now I look stupid. Real stupid...
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Caught on Camera: Elon Musk’s “Area 51”
You won’t believe what tech legend Jeff Brown found in what he calls Elon Musk’s “Area 51.” (Click here to see...
Brownstone Research | Sponsored