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 $237.44M 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 $34.45M in its March 31, 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 $34.66M, representing an estimated gain of +0.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed FXZ value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Bank Of America Corp, Lpl Financial Llc, 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
114
Total Reported Value
$237.44M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$34.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
124
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% | 451,985 | $34,445,715 | $34,658,210 | +$212,495 | +0.62% | |
| Bank Of America Corp | 0.00% | 385,160 | $29,353,008 | $29,534,069 | +$181,061 | +0.62% | |
| Lpl Financial Llc | 0.01% | 306,935 | $23,391,551 | $23,535,776 | +$144,225 | +0.62% | |
| Morgan Stanley | 0.00% | 261,881 | $19,958,043 | $20,081,035 | +$122,992 | +0.62% | |
| Ubs Group Ag | 0.00% | 133,094 | $10,143,094 | $10,205,648 | +$62,554 | +0.62% | |
| Cetera Investment Advisers | 0.01% | 104,066 | $7,930,860 | $7,979,781 | +$48,921 | +0.62% | |
| Ameriprise Financial Inc | 0.00% | 94,909 | $7,234,115 | $7,277,622 | +$43,507 | +0.60% | |
| Wcg Wealth Advisors Llc | 0.19% | 91,310 | $6,958,710 | $7,001,651 | +$42,941 | +0.62% | |
| Virtue Capital Management, Llc | 1.05% | 92,910 | $6,869,868 | $7,124,339 | +$254,471 | +3.70% | |
| Envestnet Asset Management Inc | 0.00% | 78,814 | $6,006,398 | $6,043,458 | +$37,060 | +0.62% | |
| Ironbridge Private Wealth, Llc | 1.87% | 76,220 | $5,808,727 | $5,844,550 | +$35,823 | +0.62% | |
| Truist Financial Corp | 0.01% | 75,550 | $5,757,667 | $5,793,174 | +$35,507 | +0.62% | |
| Raymond James Financial Inc | 0.00% | 70,138 | $5,345,182 | $5,378,182 | +$33,000 | +0.62% | |
| Royal Bank Of Canada | 0.00% | 57,511 | $4,382,000 | $4,409,943 | +$27,943 | +0.64% | |
| Commonwealth Equity Services, Llc | 0.01% | 56,871 | $4,334,166 | $4,360,868 | +$26,702 | +0.62% | |
| D.A. Davidson & Co. | 0.02% | 53,341 | $4,237,475 | $4,090,188 | -$147,287 | -3.48% | |
| Goldman Sachs Group Inc | 0.00% | 50,000 | $3,810,500 | $3,834,000 | +$23,500 | +0.62% | |
| Susquehanna International Group, Llp | 0.00% | 42,515 | $3,240,068 | $3,260,050 | +$19,982 | +0.62% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 38,875 | $3,010,881 | $2,980,935 | -$29,946 | -0.99% | |
| Osaic Holdings, Inc. | 0.00% | 39,110 | $2,980,768 | $2,998,955 | +$18,187 | +0.61% | |
| Stifel Financial Corp | 0.00% | 36,287 | $2,765,505 | $2,782,487 | +$16,982 | +0.61% | |
| Harbour Investments, Inc. | 0.04% | 33,208 | $2,530,838 | $2,546,389 | +$15,551 | +0.61% | |
| Independent Financial Group, Llc | 0.05% | 30,461 | $2,419,822 | $2,335,749 | -$84,073 | -3.47% | |
| Oppenheimer & Co Inc | 0.03% | 31,051 | $2,366,397 | $2,380,991 | +$14,594 | +0.62% | |
| Independent Advisor Alliance | 0.02% | 28,899 | $2,202,400 | $2,215,975 | +$13,575 | +0.62% | |
| Pgim Custom Harvest Llc | 0.03% | 27,035 | $2,060,337 | $2,073,044 | +$12,707 | +0.62% | |
| Rockefeller Capital Management L.P. | 0.00% | 26,285 | $2,003,220 | $2,015,534 | +$12,314 | +0.61% | |
| Private Advisor Group, Llc | 0.01% | 21,715 | $1,654,900 | $1,665,106 | +$10,206 | +0.62% | |
| Navellier & Associates Inc | 0.16% | 20,759 | $1,582,043 | $1,591,800 | +$9,757 | +0.62% | |
| Nilsine Partners, Llc | 0.08% | 14,827 | $1,177,857 | $1,136,934 | -$40,923 | -3.47% | |
| Purus Wealth Management, Llc | 0.32% | 14,613 | $1,160,823 | $1,120,525 | -$40,298 | -3.47% | |
| Kestra Advisory Services, Llc | 0.00% | 15,167 | $1,155,851 | $1,163,006 | +$7,155 | +0.62% | |
| Farther Finance Advisors, Llc | 0.01% | 14,194 | $1,127,505 | $1,088,396 | -$39,109 | -3.47% | |
| Kesler, Norman & Wride, Llc | 0.16% | 13,086 | $1,039,532 | $1,003,434 | -$36,098 | -3.47% | |
| Two Sigma Investments, Lp | 0.00% | 12,667 | $965,352 | $971,306 | +$5,954 | +0.62% | |
| Jones Financial Companies Lllp | 0.00% | 11,013 | $811,579 | $844,477 | +$32,898 | +4.05% | |
| Quad-Cities Investment Group, Llc | 0.26% | 9,203 | $731,117 | $705,686 | -$25,431 | -3.48% | |
| Eagle Strategies Llc | 0.07% | 8,658 | $687,783 | $663,895 | -$23,888 | -3.47% | |
| Creative Planning | 0.00% | 8,810 | $671,410 | $675,551 | +$4,141 | +0.62% | |
| American Institute For Advanced Investment Management, Llp | 0.38% | 8,350 | $663,324 | $640,278 | -$23,046 | -3.47% | |
| Summit Financial, Llc | 0.01% | 8,703 | $663,287 | $667,346 | +$4,059 | +0.61% | |
| Mml Investors Services, Llc | 0.00% | 7,963 | $606,869 | $610,603 | +$3,734 | +0.62% | |
| Schrum Private Wealth Management Llc | 0.45% | 7,730 | $589,103 | $592,736 | +$3,633 | +0.62% | |
| Mgo One Seven Llc | 0.01% | 7,285 | $555,190 | $558,614 | +$3,424 | +0.62% | |
| Apollon Financial, Llc | 0.06% | 6,763 | $537,249 | $518,587 | -$18,662 | -3.47% | |
| International Assets Investment Management, Llc | 0.03% | 6,622 | $518,561 | $507,775 | -$10,786 | -2.08% | |
| Hightower Advisors, Llc | 0.00% | 6,585 | $501,843 | $504,938 | +$3,095 | +0.62% | |
| Belpointe Asset Management Llc | 0.01% | 5,000 | $381,050 | $383,400 | +$2,350 | +0.62% | |
| Fortis Capital Advisors, Llc | 0.05% | 5,000 | $381,050 | $383,400 | +$2,350 | +0.62% | |
| Sound Income Strategies, Llc | 0.02% | 4,754 | $377,658 | $364,537 | -$13,121 | -3.47% |
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.