First Trust Materials AlphaDEX Fund
FXZ
91 hedge funds and large institutions have $130M invested in First Trust Materials AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 37 reducing their positions, and 10 closing their positions.
0.7% more ownership
Funds ownership: 60.82% → 61.52% (+0.7%)
1% less capital invested
Capital invested by funds: $131M → $130M (-$1.05M)
2% less funds holding
Funds holding: 93 → 91 (-2)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
43% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$3.49M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$954K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$716K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$546K |
| 5 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$256K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$3.08M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.59M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.34M |
| 4 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$1.2M |
| 5 |
Goldman Sachs
New York
|
-$909K |
FXZ Hedge Fund Activity: Q4 2025 in Review
91 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Materials AlphaDEX Fund (FXZ) for Q4 2025, worth a combined $130M — down 0.8% from $131M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of FXZ and 9 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 21 added.
The largest buyer was Summit Financial, adding an estimated $3.49M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $3.08M sold.
- 91 institutional investors held First Trust Materials AlphaDEX Fund (FXZ) as of Q4 2025, down from 93 in Q3 2025.
- Funds reported $130M of First Trust Materials AlphaDEX Fund stock for Q4 2025, down 0.8% quarter-over-quarter.
- 9 funds opened new First Trust Materials AlphaDEX Fund positions in Q4 2025 and 10 closed out, a net change of -1 holder.
- The largest First Trust Materials AlphaDEX Fund buyer in Q4 2025 was Summit Financial, an estimated $3.49M added.
- The largest First Trust Materials AlphaDEX Fund seller in Q4 2025 was BNP Paribas Financial Markets, an estimated $3.08M sold.
Based on aggregated 13F filings for Q4 2025.