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First Trust Materials AlphaDEX Fund
FXZ

114 hedge funds and large institutions have $244M invested in First Trust Materials AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 5

87% more capital invested

Capital invested by funds: $130M → $244M (+$114M)

25% more funds holding

Funds holding: 91 → 114 (+23)

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

8.72% more ownership

Funds ownership: 61.52% → 70.23% (+8.7%)

Holders
114
Holders Change
+23
Holders Change %
+25.27%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
34
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$21.1M
2
LPL Financial
LPL Financial
California
+$8.57M
3
Wells Fargo
Wells Fargo
California
+$8.14M
4
VCM
Virtue Capital Management
Tennessee
+$6.92M
5
WWA
WCG Wealth Advisors
Nevada
+$6.8M

Top Sellers

Rank Fund Capital Flow
1
SF
Summit Financial
New Jersey
-$4.04M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.45M
3
Goldman Sachs
Goldman Sachs
New York
-$986K
4
Stifel Financial
Stifel Financial
Missouri
-$681K
5
GS
GTS Securities
New York
-$540K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
26
PGIM Custom Harvest
New Jersey
$2.06M -$24.6K -330 -1%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$2M +$10.2K +137 +0.5%
PAG
28
Private Advisor Group
New Jersey
$1.65M -$5.66K -76 -0.3%
NA
29
Navellier & Associates
Nevada
$1.58M +$1.55M +20,759 New
IFG
30
Independent Financial Group
California
$1.22M +$1.19M +15,949 New
NP
31
Nilsine Partners
Colorado
$1.17M +$1.08M +14,566 New
KAS
32
Kestra Advisory Services
Texas
$1.16M +$63.8K +857 +6%
PWM
33
Purus Wealth Management
California
$1.11M -$52K -699 -5%
KNW
34
Kesler Norman & Wride
Utah
$1.01M +$3.2K +43 +0.3%
Two Sigma Investments
35
Two Sigma Investments
New York
$965K +$943K +12,667 New
TFGT
36
TS Financial Group (TSFG)
Illinois
$869K +$849K +11,404 New
Jones Financial Companies
37
Jones Financial Companies
Missouri
$812K +$344K +4,626 +72%
FFA
38
Farther Finance Advisors
California
$808K +$29.6K +397 +4%
QCIG
39
Quad-Cities Investment Group
Iowa
$724K -$7.59K -102 -1%
Creative Planning
40
Creative Planning
Kansas
$671K +$1.56K +21 +0.2%
SF
41
Summit Financial
New Jersey
$663K -$4.04M -54,326 -86%
MML Investors Services
42
MML Investors Services
Massachusetts
$607K -$433K -5,813 -42%
SPWM
43
Schrum Private Wealth Management
Florida
$589K – – –
MOS
44
MGO One Seven
Ohio
$555K +$200K +2,684 +58%
AF
45
Apollon Financial
South Carolina
$515K -$6.92K -93 -1%
IAIM
46
International Assets Investment Management
Florida
$513K -$744 -10 -0.2%
HighTower Advisors
47
HighTower Advisors
Illinois
$502K +$2.23K +30 +0.5%
JP Morgan Chase
48
JP Morgan Chase
New York
$416K +$418K +5,620 New
BAM
49
Belpointe Asset Management
Nevada
$381K – – –
FCA
50
Fortis Capital Advisors
Kansas
$381K – – –
1
2
3 4 5

FXZ Hedge Fund Activity: Q1 2026 in Review

114 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Materials AlphaDEX Fund (FXZ) for Q1 2026, worth a combined $244M — up 87% from $130M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FXZ positions and 5 closed out — a net gain of 26 holders — while 34 added to existing stakes and 28 trimmed.

The largest buyer was Bank of America, adding an estimated $21.1M. The largest seller was Summit Financial, cutting an estimated $4.04M.

  • 114 institutional investors held First Trust Materials AlphaDEX Fund (FXZ) as of Q1 2026, up from 91 in Q4 2025.
  • Funds reported $244M of First Trust Materials AlphaDEX Fund stock for Q1 2026, up 87% quarter-over-quarter.
  • 31 funds opened new First Trust Materials AlphaDEX Fund positions in Q1 2026 and 5 closed out, a net change of +26 holders.
  • The largest First Trust Materials AlphaDEX Fund buyer in Q1 2026 was Bank of America, an estimated $21.1M added.
  • The largest First Trust Materials AlphaDEX Fund seller in Q1 2026 was Summit Financial, an estimated $4.04M sold.

Based on aggregated 13F filings for Q1 2026.