FIRST TRUST MATERIALS ALPHAD (FXZ) Institutional Shareholders
FIRST TRUST MATERIALS ALPHAD (FXZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $275.33M in FXZ holdings during the latest filing period.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of FXZ tracked by InsiderSet, reporting ownership valued at approximately $38.67M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $40.36M, representing an estimated gain of +4.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed FXZ value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in FIRST TRUST MATERIALS ALPHAD (FXZ).
This page ranks the largest institutional FXZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
116
Total Reported Value
$275.33M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$38.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
129
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.01% | 486,764 | $38,668,541 | $40,364,953 | +$1,696,412 | +4.39% | |
| Morgan Stanley | 0.00% | 405,594 | $32,220,409 | $33,633,923 | +$1,413,514 | +4.39% | |
| Bank Of America Corp | 0.00% | 382,234 | $30,364,703 | $31,696,793 | +$1,332,090 | +4.39% | |
| Lpl Financial Llc | 0.01% | 322,406 | $25,611,922 | $26,735,550 | +$1,123,628 | +4.39% | |
| Raymond James Financial Inc | 0.00% | 179,204 | $14,235,925 | $14,860,510 | +$624,585 | +4.39% | |
| Ubs Group Ag | 0.00% | 147,487 | $11,716,368 | $12,230,374 | +$514,006 | +4.39% | |
| Cetera Investment Advisers | 0.01% | 101,653 | $8,075,297 | $8,429,585 | +$354,288 | +4.39% | |
| Ameriprise Financial Inc | 0.00% | 92,456 | $7,346,412 | $7,666,923 | +$320,511 | +4.36% | |
| Virtue Capital Management, Llc | 0.86% | 80,860 | $6,423,531 | $6,705,324 | +$281,793 | +4.39% | |
| Two Sigma Investments, Lp | 0.00% | 80,167 | $6,368,466 | $6,647,856 | +$279,390 | +4.39% | |
| Envestnet Asset Management Inc | 0.00% | 75,347 | $5,985,526 | $6,248,158 | +$262,632 | +4.39% | |
| Harbour Investments, Inc. | 0.08% | 73,781 | $5,861,126 | $6,118,297 | +$257,171 | +4.39% | |
| Truist Financial Corp | 0.01% | 66,098 | $5,250,859 | $5,481,183 | +$230,324 | +4.39% | |
| Royal Bank Of Canada | 0.00% | 59,115 | $4,696,000 | $4,902,117 | +$206,117 | +4.39% | |
| Wcg Wealth Advisors Llc | 0.11% | 58,320 | $4,632,914 | $4,836,192 | +$203,278 | +4.39% | |
| Oppenheimer & Co Inc | 0.05% | 57,598 | $4,575,585 | $4,776,320 | +$200,735 | +4.39% | |
| Commonwealth Equity Services, Llc | 0.01% | 57,559 | $4,572,524 | $4,773,086 | +$200,562 | +4.39% | |
| D.A. Davidson & Co. | 0.02% | 53,341 | $4,237,475 | $4,423,308 | +$185,833 | +4.39% | |
| Stifel Financial Corp | 0.00% | 50,766 | $4,032,895 | $4,209,776 | +$176,881 | +4.39% | |
| Goldman Sachs Group Inc | 0.00% | 50,000 | $3,972,000 | $4,146,255 | +$174,255 | +4.39% | |
| Osaic Holdings, Inc. | 0.00% | 39,101 | $3,106,501 | $3,242,454 | +$135,953 | +4.38% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 38,875 | $3,010,881 | $3,223,713 | +$212,832 | +7.07% | |
| Independent Financial Group, Llc | 0.05% | 30,461 | $2,419,822 | $2,525,981 | +$106,159 | +4.39% | |
| Pgim Custom Harvest Llc | 0.03% | 26,833 | $2,131,614 | $2,225,129 | +$93,515 | +4.39% | |
| Rockefeller Capital Management L.P. | 0.00% | 26,680 | $2,119,470 | $2,212,442 | +$92,972 | +4.39% | |
| Equitable Holdings, Inc. | 0.01% | 26,402 | $2,097,341 | $2,189,388 | +$92,047 | +4.39% | |
| Private Advisor Group, Llc | 0.01% | 23,457 | $1,863,419 | $1,945,174 | +$81,755 | +4.39% | |
| Navellier & Associates Inc | 0.13% | 21,378 | $1,698,268 | $1,772,773 | +$74,505 | +4.39% | |
| Jones Financial Companies Lllp | 0.00% | 15,187 | $1,221,773 | $1,259,383 | +$37,610 | +3.08% | |
| Kestra Advisory Services, Llc | 0.00% | 15,338 | $1,218,430 | $1,271,905 | +$53,475 | +4.39% | |
| Nilsine Partners, Llc | 0.08% | 14,827 | $1,177,857 | $1,229,530 | +$51,673 | +4.39% | |
| Purus Wealth Management, Llc | 0.32% | 14,613 | $1,160,823 | $1,211,784 | +$50,961 | +4.39% | |
| Farther Finance Advisors, Llc | 0.01% | 14,194 | $1,127,505 | $1,177,039 | +$49,534 | +4.39% | |
| Mml Investors Services, Llc | 0.00% | 13,366 | $1,061,756 | $1,108,377 | +$46,621 | +4.39% | |
| Kesler, Norman & Wride, Llc | 0.16% | 13,086 | $1,039,532 | $1,085,158 | +$45,626 | +4.39% | |
| Barometer Capital Management Inc. | 0.27% | 12,300 | $977,112 | $1,019,979 | +$42,867 | +4.39% | |
| Viawealth, Llc | 0.42% | 10,507 | $834,679 | $871,294 | +$36,615 | +4.39% | |
| Janney Montgomery Scott Llc | 0.00% | 10,282 | $817,000 | $852,636 | +$35,636 | +4.36% | |
| Tsfg, Llc | 0.10% | 9,839 | $782,000 | $815,900 | +$33,900 | +4.34% | |
| Summit Financial, Llc | 0.01% | 9,400 | $746,755 | $779,496 | +$32,741 | +4.38% | |
| Quad-Cities Investment Group, Llc | 0.26% | 9,203 | $731,117 | $763,160 | +$32,043 | +4.38% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 9,073 | $720,783 | $752,379 | +$31,596 | +4.38% | |
| Eagle Strategies Llc | 0.07% | 8,658 | $687,783 | $717,966 | +$30,183 | +4.39% | |
| American Institute For Advanced Investment Management, Llp | 0.38% | 8,350 | $663,324 | $692,425 | +$29,101 | +4.39% | |
| Baird Financial Group, Inc. | 0.00% | 7,473 | $593,655 | $619,699 | +$26,044 | +4.39% | |
| Susquehanna International Group, Llp | 0.00% | 7,441 | $591,113 | $617,046 | +$25,933 | +4.39% | |
| Flow Traders U.S. Llc | 0.02% | 7,398 | $588,000 | $613,480 | +$25,480 | +4.33% | |
| Mgo One Seven Llc | 0.01% | 7,239 | $575,066 | $600,295 | +$25,229 | +4.39% | |
| Apollon Financial, Llc | 0.06% | 6,763 | $537,249 | $560,822 | +$23,573 | +4.39% | |
| International Assets Investment Management, Llc | 0.03% | 6,622 | $518,561 | $549,130 | +$30,569 | +5.89% |
Frequently asked questions about FXZ
Who owns the most FXZ stock?
The largest holders of FXZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST MATERIALS ALPHAD (FXZ).
Is FXZ widely held by superinvestors?
Many widely followed stocks like FXZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FXZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.