FIRST TRUST MATERIALS ALPHAD (FXZ) Institutional Ownership Changes & 13F Activity
FIRST TRUST MATERIALS ALPHAD (FXZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Raymond James Financial Inc, Ameriprise Financial Inc, Two Sigma Investments, Lp, and Harbour Investments, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Security National Bank Of Sioux City Iowa | Buy | +1,151 | — | 1,151 | $91.44K | Q2 2026 | Sep 18, 2026 |
| Equitable Holdings, Inc. | Buy | +26,402 | — | 26,402 | $2.10M | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Buy | +109,066 | +155.5% | 179,204 | $14.24M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +92,456 | — | 92,456 | $7.35M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +67,500 | +532.9% | 80,167 | $6.37M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -35,074 | -82.5% | 7,441 | $591.11K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +34,779 | +7.7% | 486,764 | $38.67M | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Sell | -32,990 | -36.1% | 58,320 | $4.63M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +7,398 | — | 7,398 | $588.00K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +4,174 | +37.9% | 15,187 | $1.22M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +4,006 | — | 4,006 | $318.24K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -2,926 | -0.8% | 382,234 | $30.36M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,604 | +2.8% | 59,115 | $4.70M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -1,038 | -22.7% | 3,531 | $280.50K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +577 | — | 577 | $45.76K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Sell | -50 | -17.1% | 242 | $19.22K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -9 | -0.0% | 39,101 | $3.11M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +143,713 | +54.9% | 405,594 | $32.22M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +14,393 | +10.8% | 147,487 | $11.72M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +6,621 | +270.0% | 9,073 | $720.78K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +395 | +1.5% | 26,680 | $2.12M | Q2 2026 | Aug 13, 2026 |
| Pgim Custom Harvest Llc | Sell | -202 | -0.7% | 26,833 | $2.13M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +104 | +138.7% | 179 | $14.26K | Q2 2026 | Aug 13, 2026 |
| Capital Square, Llc | Sell | -13 | -0.4% | 3,328 | $257.12K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +8 | +0.3% | 2,699 | $214.41K | Q2 2026 | Aug 13, 2026 |
| Harbour Investments, Inc. | Buy | +40,573 | +122.2% | 73,781 | $5.86M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +14,479 | +39.9% | 50,766 | $4.03M | Q2 2026 | Aug 12, 2026 |
| Barometer Capital Management Inc. | Buy | +9,200 | +296.8% | 12,300 | $977.11K | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Buy | +7,473 | — | 7,473 | $593.65K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -2,413 | -2.3% | 101,653 | $8.08M | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about FXZ activity
Which institutional owners are buying FXZ?
Institutional owners buying FXZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FXZ activity?
"Buy" means an investor increased their reported position in FXZ compared to the prior reporting period. This reflects growing exposure to FIRST TRUST MATERIALS ALPHAD (FXZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FXZ increasing?
Institutional interest in FXZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.