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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Security National Bank Of Sioux City IowaBuy+1,1511,151$91.44KQ2 2026Sep 18, 2026
Equitable Holdings, Inc.Buy+26,40226,402$2.10MQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+109,066+155.5%179,204$14.24MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+92,45692,456$7.35MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+67,500+532.9%80,167$6.37MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-35,074-82.5%7,441$591.11KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+34,779+7.7%486,764$38.67MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcSell-32,990-36.1%58,320$4.63MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+7,3987,398$588.00KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+4,174+37.9%15,187$1.22MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+4,0064,006$318.24KQ2 2026Aug 14, 2026
Bank Of America CorpSell-2,926-0.8%382,234$30.36MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,604+2.8%59,115$4.70MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-1,038-22.7%3,531$280.50KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+577577$45.76KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdSell-50-17.1%242$19.22KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-9-0.0%39,101$3.11MQ2 2026Aug 14, 2026
Morgan StanleyBuy+143,713+54.9%405,594$32.22MQ2 2026Aug 13, 2026
Ubs Group AgBuy+14,393+10.8%147,487$11.72MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+6,621+270.0%9,073$720.78KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+395+1.5%26,680$2.12MQ2 2026Aug 13, 2026
Pgim Custom Harvest LlcSell-202-0.7%26,833$2.13MQ2 2026Aug 13, 2026
Fmr LlcBuy+104+138.7%179$14.26KQ2 2026Aug 13, 2026
Capital Square, LlcSell-13-0.4%3,328$257.12KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+8+0.3%2,699$214.41KQ2 2026Aug 13, 2026
Harbour Investments, Inc.Buy+40,573+122.2%73,781$5.86MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+14,479+39.9%50,766$4.03MQ2 2026Aug 12, 2026
Barometer Capital Management Inc.Buy+9,200+296.8%12,300$977.11KQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Buy+7,4737,473$593.65KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-2,413-2.3%101,653$8.08MQ2 2026Aug 12, 2026
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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.