First Trust Materials AlphaDEX Fund
FXZ
93 hedge funds and large institutions have $131M invested in First Trust Materials AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 9 closing their positions.
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
1.46% more ownership
Funds ownership: 59.36% → 60.82% (+1.5%)
3% more capital invested
Capital invested by funds: $127M → $131M (+$3.89M)
0% more funds holding
Funds holding: 93 → 93 (0)
25% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.18M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$3.01M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$987K |
| 4 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$672K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$637K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPG
Cornerstone Planning Group
Fairfield,
New Jersey
|
-$11M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.54M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.3M |
| 4 |
Goldman Sachs
New York
|
-$681K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$309K |
FXZ Hedge Fund Activity: Q3 2025 in Review
93 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Materials AlphaDEX Fund (FXZ) for Q3 2025, worth a combined $131M — up 3.1% from $127M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FXZ positions and 9 closed out — a net gain of 1 holder — while 27 added to existing stakes and 36 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $3.18M. The largest seller was Cornerstone Planning Group, cutting an estimated $11M.
- 93 institutional investors held First Trust Materials AlphaDEX Fund (FXZ) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $131M of First Trust Materials AlphaDEX Fund stock for Q3 2025, up 3.1% quarter-over-quarter.
- 10 funds opened new First Trust Materials AlphaDEX Fund positions in Q3 2025 and 9 closed out, a net change of +1 holder.
- The largest First Trust Materials AlphaDEX Fund buyer in Q3 2025 was Cetera Investment Advisers, an estimated $3.18M added.
- The largest First Trust Materials AlphaDEX Fund seller in Q3 2025 was Cornerstone Planning Group, an estimated $11M sold.
Based on aggregated 13F filings for Q3 2025.