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First Trust Materials AlphaDEX Fund (FXZ) Institutional Ownership

First Trust Materials AlphaDEX Fund logo
$57.69 -0.05 (-0.09%)
As of 08/8/2025 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)
55
Total
Institutional Inflows
(last 12 months)
$38.73M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$26.31M
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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
8/8/2025 Rockefeller Capital Management L.P.26,349$1.50M0.0%-13.9%0.712%
8/8/2025 Cetera Investment Advisers92,316$5.26M0.0%+2.5%2.495%
8/8/2025 Creative Planning9,336$532K0.0%-2.6%0.252%
8/6/2025 AE Wealth Management LLC2,373$135K0.0%+9.7%0.064%
8/6/2025 ROI Financial Advisors LLC4,170$237K0.2%-36.4%0.113%
8/1/2025 Motco750$43K0.0%N/A0.020%
8/1/2025 Envestnet Asset Management Inc.55,004$3.13M0.0%+7.6%1.487%
7/28/2025 Harbour Investments Inc.23,852$1.36M0.0%+4.7%0.645%
7/25/2025 MGO One Seven LLC4,171$238K0.0%-8.6%0.113%
7/25/2025 Apollon Financial LLC6,832$389K0.1%-15.6%0.185%
7/24/2025 WMG Financial Advisors LLC4,111$234K0.1%-23.2%0.111%
7/21/2025 Ameritas Advisory Services LLC2,371$135K0.0%N/A0.064%
7/18/2025 Truist Financial Corp37,367$2.13M0.0%+7.9%1.010%
7/17/2025 Janney Montgomery Scott LLC5,812$331K0.0%-12.1%0.157%
7/16/2025 Arkansas Financial Group Inc.3,901$233K0.0%N/A0.105%
7/14/2025 Southland Equity Partners LLC4,029$229K0.1%-30.2%0.109%
7/11/2025 Farther Finance Advisors LLC7,093$404K0.0%-16.7%0.192%
7/10/2025 Wealth Enhancement Advisory Services LLC69,771$4.17M0.0%+8.6%1.886%
7/8/2025 Atlas Brown Inc.3,846$219K0.1%+6.4%0.104%
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%
5/14/2025 Purus Wealth Management LLC16,883$936K0.4%-1.9%0.427%
5/14/2025 Capital 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%
5/9/2025 ROI Financial Advisors LLC6,552$363K0.3%-22.2%0.166%
5/9/2025 PNC Financial Services Group Inc.3,561$197K0.0%-13.5%0.090%
5/8/2025 Harbour Investments Inc.22,781$1.26M0.0%+6.1%0.577%
5/7/2025LPL Financial LLC198,844$11.03M0.0%-19.9%5.034%
5/6/2025 Cetera Investment Advisers90,061$4.99M0.0%+2.9%2.280%
5/6/2025 AE Wealth Management LLC2,163$120K0.0%-35.1%0.055%
5/6/2025 WMG Financial Advisors LLC5,355$297K0.1%-4.0%0.136%
5/5/2025Private Advisor Group LLC17,628$978K0.0%+11.8%0.446%
5/2/2025 Apollon Financial LLC8,095$449K0.1%-7.3%0.205%
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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%
4/29/2025 Envestnet Asset Management Inc.51,102$2.83M0.0%-10.2%1.294%
4/23/2025 International Assets Investment Management LLC7,252$402K0.0%-26.7%0.175%
4/23/2025 Oppenheimer & Co. Inc.11,284$626K0.0%N/A0.272%
4/22/2025 Cambridge Investment Research Advisors Inc.49,022$2.72M0.0%-17.9%1.181%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,144$1.06M0.2%-1.2%0.461%
4/17/2025 Janney Montgomery Scott LLC6,612$367K0.0%-26.5%0.159%
4/16/2025 Wealth Enhancement Advisory Services LLC64,238$3.56M0.0%+1,058.9%1.548%
4/15/2025 CX Institutional7,428$412K0.0%N/A0.179%
4/14/2025 Farther Finance Advisors LLC8,519$470K0.0%+118.2%0.205%
4/9/2025 HBW Advisory Services LLC16,058$890K0.1%N/A0.387%
4/9/2025 Quad Cities Investment Group LLC9,622$534K0.3%-5.3%0.232%
4/9/2025 NBC Securities Inc.3,565$197K0.0%+59,316.7%0.086%
3/17/2025 Wealth Enhancement Advisory Services LLC5,543$315K0.0%N/A0.126%
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%
2/18/2025First 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%
2/17/2025 Cetera 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%
2/14/2025 MGO 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%
2/13/2025 Rockefeller 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%
2/13/2025 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%
2/13/2025Wells 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%
2/10/2025 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%
2/7/2025HighTower Advisors LLC7,054$401K0.0%-13.0%0.117%
2/7/2025Independent 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%
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2/7/2025 Schrum 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%
1/31/2025 Truist 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%
(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, 135 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 90 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 ($121.55K), Cornerstone Planning Group LLC ($74.28K), Wealth Enhancement Advisory Services LLC ($69.77K), Commonwealth Equity Services LLC ($56.27K), and UBS Group AG ($49.47K).

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

Institutional investors have bought a total of 670,374 shares in the last 24 months. This purchase volume represents approximately $38.73M in transactions.

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

Of the 46 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), Stifel Financial Corp ($46.78K), PGIM Custom Harvest LLC ($36.01K), Wells Fargo & Company MN ($34.55K), Janney Montgomery Scott LLC ($33.30K), Bank of America Corp DE ($31.97K), and Raymond James Financial Inc. ($31.08K).

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

Institutional investors have sold a total of 451,713 shares in the last 24 months. This volume of shares sold represents approximately $26.31M in transactions.


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This page (NYSEARCA:FXZ) was last updated on 8/10/2025 by MarketBeat.com Staff
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