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First Trust Materials AlphaDEX Fund (FXZ) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$194.65M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$198.33M
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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
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%
4/29/2024 Benjamin 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%
4/23/2024 Raymond 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%
4/22/2024 Raymond 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%
4/8/2024 Atlas 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%
3/6/2024Willner & Heller LLC6,692$461K0.5%N/A0.077%
3/1/2024Creekmur Asset Management LLC430$30K0.0%N/A0.005%
2/14/2024 Barometer Capital Management Inc.9,400$648K0.2%-23.0%0.109%
2/13/2024ROI Financial Advisors LLC8,076$557K0.5%N/A0.093%
2/12/2024Stifel Financial Corp104,002$7.17M0.0%-28.3%1.202%
2/12/2024Steward 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%
2/9/2024UBS 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%
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2/8/2024 Janney Montgomery Scott LLC56,567$3.90M0.0%+1.1%0.654%
2/7/2024 Avantax Advisory Services Inc.3,788$261K0.0%-12.7%0.044%
2/7/2024 NBC Securities Inc.11,881$819K0.1%-7.5%0.137%
2/6/2024 Private Advisor Group LLC11,167$770K0.0%+6.4%0.129%
2/5/2024 MONECO Advisors LLC6,063$418K0.1%-25.5%0.070%
2/5/2024Stonebridge Financial Planning Group LLC8,898$614K0.4%-20.0%0.103%
2/5/2024 Kestra Private Wealth Services LLC4,693$324K0.0%-5.5%0.054%
2/2/2024Truist Financial Corp44,725$3.08M0.0%-27.9%0.517%
1/31/2024 J.W. Cole Advisors Inc.10,833$747K0.0%-2.4%0.125%
1/30/2024 Aurora Private Wealth Inc.3,369$232K0.2%-8.6%0.039%
1/30/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,774$467K0.1%-2.9%0.078%
1/29/2024 Meitav Investment House Ltd.19,308$1.33M0.0%-55.6%0.223%
1/26/2024 Eagle Strategies LLC3,094$213K0.0%N/A0.036%
1/26/2024 Geneos Wealth Management Inc.3,685$254K0.0%-4.0%0.043%
1/26/2024 Schrum Private Wealth Management LLC6,230$430K0.6%-19.4%0.072%
1/25/2024 International Assets Investment Management LLC16,565$1.14M0.0%-88.9%0.192%
1/24/2024 Stratos Wealth Partners LTD.6,272$433K0.0%-11.9%0.073%
1/24/2024 Arkadios Wealth Advisors4,252$293K0.0%-17.5%0.049%
1/24/2024 International Assets Investment Management LLC1,142,317$78.77M0.0%+665.1%13.206%
1/23/2024 Etfidea LLC49,234$3.40M1.3%+5.4%0.569%
1/23/2024 Householder Group Estate & Retirement Specialist LLC1,203$83K0.0%-17.0%0.014%
1/23/2024RPg Family Wealth Advisory LLC6,779$467K0.2%+12.9%0.078%
1/22/2024 Clarus Wealth Advisors5,408$352K0.2%N/A0.063%
1/16/2024 Raymond James Financial Services Advisors Inc.128,278$8.85M0.0%-21.4%1.483%
1/16/2024 Raymond James & Associates199,428$13.75M0.0%-31.0%2.306%
1/12/2024 HFG Advisors Inc.11,811$814K0.8%+2.1%0.137%
1/12/2024 Fortitude Family Office LLC1,145$79K0.1%N/A0.013%
1/12/2024 Apeiron RIA LLC4,068$281K0.1%-26.3%0.047%
1/12/2024 Monterey Private Wealth Inc.13,182$909K0.4%-13.3%0.152%
1/11/2024 FOCUS Wealth Advisors LLC44,696$3.08M1.9%+14.9%0.517%
1/11/2024 Kesler Norman & Wride LLC13,415$925K0.2%-20.0%0.155%
1/10/2024 Creative Financial Designs Inc. ADV8,450$583K0.1%+8.0%0.098%
1/10/2024 Cornerstone Wealth Management LLC2,909$201K0.0%-49.8%0.034%
1/10/2024 Quad Cities Investment Group LLC12,998$882K0.5%-1.5%0.150%
1/9/2024 Purus Wealth Management LLC34,395$2.37M1.4%-1.3%0.398%
1/9/2024 Southland Equity Partners LLC6,949$479K0.1%-9.5%0.080%
1/9/2024DB Wealth Management Group LLC15,988$1.10M0.6%-6.3%0.185%
12/8/2023 Etfidea LLC46,718$2.95M1.3%-1.3%0.540%
11/16/2023Harbour Investments Inc.23,374$1.47M0.1%-1.9%0.270%
11/14/2023Gateway Advisory LLC30,670$1.93M0.4%+5.7%0.355%
11/14/2023Tower Research Capital LLC TRC 24,174$1.52M0.0%+150.3%0.279%
11/13/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,977$440K0.1%-2.4%0.081%
11/13/2023Stifel Financial Corp144,995$9.14M0.0%-5.9%1.676%
11/13/2023 LPL Financial LLC400,672$25.26M0.0%-19.2%4.632%
11/13/2023Regal Investment Advisors LLC4,695$296K0.0%-37.1%0.054%
11/13/2023RPg Family Wealth Advisory LLC6,002$378K0.2%+14.2%0.069%
11/13/2023Envestnet Asset Management Inc.76,651$4.83M0.0%-42.0%0.886%
11/13/2023Kestra Advisory Services LLC10,996$693K0.0%-15.4%0.127%
11/13/2023 Kesler Norman & Wride LLC16,759$1.06M0.3%-3.5%0.194%
11/13/2023 PNC Financial Services Group Inc.4,283$270K0.0%-7.9%0.050%
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11/9/2023Navellier & Associates Inc.49,170$3.10M0.5%N/A0.568%
11/9/2023DB Wealth Management Group LLC17,055$1.08M0.7%-3.4%0.197%
11/9/2023UBS Group AG161,125$10.16M0.0%-3.2%1.863%
11/8/2023 HighTower Advisors LLC30,330$1.91M0.0%-29.7%0.351%
11/8/2023D.A. Davidson & CO.3,636$229K0.0%-88.0%0.042%
11/8/2023 Cornerstone Planning Group LLC92,651$5.84M2.2%+20.3%1.071%
11/8/2023 Janney Montgomery Scott LLC55,938$3.53M0.0%-8.5%0.647%
11/8/2023 Barometer Capital Management Inc.12,200$769K0.3%N/A0.141%
11/8/2023 Banco Santander S.A.4,690$296K0.0%+20.9%0.054%
11/8/2023 Avantax Advisory Services Inc.4,337$273K0.0%N/A0.050%
(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, 190 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), Bank of America Corp DE ($47.19M), Wells Fargo & Company MN ($44.25M), LPL Financial LLC ($25.26M), Royal Bank of Canada ($17.96M), NewEdge Advisors LLC ($17.07M), and O Dell Group LLC ($16.25M).Learn more on FXZ's institutional investors.

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

Of the 157 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: First Trust Advisors LP ($11.09M), Gateway Advisory LLC ($1.82M), International Assets Investment Management LLC ($1.38M), LPL Financial LLC ($298.86K), CWM LLC ($253.25K), Bank of America Corp DE ($209.39K), and AE Wealth Management LLC ($206.65K).

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

Institutional investors have bought a total of 18,779,805 shares in the last 24 months. This purchase volume represents approximately $1.26B in transactions.

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

Of the 115 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. ($632.05K), Raymond James & Associates ($611.39K), LPL Financial LLC ($481.71K), Truist Financial Corp ($397.78K), NewSquare Capital LLC ($395.35K), D.A. Davidson & CO. ($336.89K), and Commonwealth Equity Services LLC ($264.34K).

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

Institutional investors have sold a total of 5,864,169 shares in the last 24 months. This volume of shares sold represents approximately $356.95M in transactions.


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This page (NYSEARCA:FXZ) was last updated on 5/13/2024 by MarketBeat.com Staff

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