IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

First Trust Materials Alphad (FXZ)

CUSIP: 33734X168 | NYSE | 488 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Oppenheimer & Co Inc82,077
0.1% of portfolio›$6.3M
Truist Financial Corp68,976
0.0% of portfolio›$5.3M
Commonwealth Equity Services, LLC56,394
0.0% of portfolio›$4.4M
Cambridge Investment Research Advisors, Inc.44,208
0.0% of portfolio›$3.4M
Wealth Enhancement Advisory Services, LLC35,803
0.0% of portfolio›$2.8M
Independent Financial Group, LLC29,720
0.0% of portfolio›$2.3M
Kestra Advisory Services, LLC16,873
0.0% of portfolio›$1.3M
Nilsine Partners, LLC14,656
0.1% of portfolio›$1.1M
Purus Wealth Management, LLC14,478
0.3% of portfolio›$1.1M
Farther Finance Advisors, LLC12,719
0.0% of portfolio›$982.9K
D.A. Davidson & Co.11,965
0.0% of portfolio›$924.7K
Tsfg, LLC9,863
0.4% of portfolio›$762.0K
American Institute for Advanced Investment Management, LLP9,485
0.4% of portfolio›$733.0K
Quad-Cities Investment Group, LLC9,141
0.3% of portfolio›$706.4K
Creative Planning8,571
0.0% of portfolio›$662.4K
MGO One Seven LLC7,462
0.0% of portfolio›$576.7K
Apollon Financial, LLC6,770
0.1% of portfolio›$523.2K
International Assets Investment Management, LLC6,661
0.0% of portfolio›$515.8K
Compass Financial Management LLC5,225
0.0% of portfolio›$403.8K
Sound Income Strategies, LLC4,899
0.0% of portfolio›$377.2K
Atlas Brown,Inc.4,675
0.1% of portfolio›$361.3K
First Heartland Consultants, Inc.4,004
0.0% of portfolio›$309.4K
Capital Square, LLC3,682
0.1% of portfolio›$285.0K
Carter Financial Group, Inc.3,020
0.1% of portfolio›$233.4K
Morey & Quinn Wealth Partners, LLC2,978
0.2% of portfolio›$230.1K
Concurrent Investment Advisors, LLC2,952
0.0% of portfolio›$228.1K
Cornerstone Planning Group LLC2,789
0.0% of portfolio›$217.1K
CoreCap Advisors, LLC2,481
0.0% of portfolio›$191.7K
IFP Advisors, Inc1,839
0.0% of portfolio›$142.1K
Parallel Advisors, LLC1,579
0.0% of portfolio›$122.0K
CX Institutional879
0.0% of portfolio›$68
Lanark Financial, Inc.768
0.0% of portfolio›$59.4K
Private Trust Co NA668
0.0% of portfolio›$51.6K
Armstrong Advisory Group, Inc563
0.0% of portfolio›$43.5K
Piscataqua Savings Bank390
0.0% of portfolio›$30.1K
Signaturefd, LLC339
0.0% of portfolio›$26.2K
Mather Group, Llc.271
0.0% of portfolio›$20.9K
Balance Wealth Partners LLC244
0.0% of portfolio›$18.8K
Wagner Wealth Management, LLC209
0.0% of portfolio›$16.1K
Gamma Investing LLC191
0.0% of portfolio›$14.8K
Blue Trust, Inc.145
0.0% of portfolio›$11.2K
Physician Wealth Advisors, Inc.139
0.0% of portfolio›$10.7K
Spire Wealth Management110
0.0% of portfolio›$8.5K
Quest 10 Wealth Builders, Inc.43
0.0% of portfolio›$3.3K
Assetmark, Inc43
0.0% of portfolio›$3.3K
Elevated Capital Advisors, LLC42
0.0% of portfolio›$3.2K
SBI Securities Co., Ltd.25
0.0% of portfolio›$1.9K
Dhjj Financial Advisors, Ltd.10
0.0% of portfolio›$773
Citigroup Inc1
0.0% of portfolio›$77
Main Street Group, LTD1
0.0% of portfolio›$77
StyleTurnoverLocationFiled
Oppenheimer & Co Inc
82,077$6.3M0.1%CoreLowNew York, NY2026-10-26
Truist Financial Corp
68,976$5.3M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
56,394$4.4M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
44,208$3.4M0.0%ETFLowFairfield, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
35,803$2.8M0.0%CoreLowPlymouth, MN2026-10-13
Independent Financial Group, LLC
29,720$2.3M0.0%GrowthLowSan Diego, CA2026-10-13
Kestra Advisory Services, LLC
16,873$1.3M0.0%CoreLowAustin, TX2026-11-02
Nilsine Partners, LLC
14,656$1.1M0.1%CoreMediumGreenwood Village, CO2026-11-02
Purus Wealth Management, LLC
14,478$1.1M0.3%Agg GrowthVery LowNewport Beach, CA2026-10-15
Farther Finance Advisors, LLC
12,719$982.9K0.0%IndexLowSan Francisco, CA2026-10-08
D.A. Davidson & Co.
11,965$924.7K0.0%CoreLowGreat Falls, MT2026-10-28
Tsfg, LLC
9,863$762.0K0.4%ETFLowLake Forest, IL2026-10-23
American Institute for Advanced Investment Management, LLP
9,485$733.0K0.4%ETFLowScottsdale, AZ2026-11-03
Quad-Cities Investment Group, LLC
9,141$706.4K0.3%CoreLowDavenport, IA2026-10-16
Creative Planning
8,571$662.4K0.0%IndexVery LowOverland Park, KS2026-11-02
MGO One Seven LLC
7,462$576.7K0.0%GrowthLowBeachwood, OH2026-10-28
Apollon Financial, LLC
6,770$523.2K0.1%ETFVery LowMount Pleasant, SC2026-10-23
International Assets Investment Management, LLC
6,661$515.8K0.0%CoreVery HighOrlando, FL2026-11-02
Compass Financial Management LLC
5,225$403.8K0.0%CoreN/ATampa, FL2026-10-30
Sound Income Strategies, LLC
4,899$377.2K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Atlas Brown,Inc.
4,675$361.3K0.1%GrowthLowLouisville, KY2026-10-09
First Heartland Consultants, Inc.
4,004$309.4K0.0%ETFMediumLake St. Louis, MO2026-10-08
Capital Square, LLC
3,682$285.0K0.1%YieldMediumAthens, TN2026-10-19
Carter Financial Group, Inc.
3,020$233.4K0.1%GrowthLowBarrington, IL2026-10-21
Morey & Quinn Wealth Partners, LLC
2,978$230.1K0.2%CoreVery LowOmaha, NE2026-10-28
Concurrent Investment Advisors, LLC
2,952$228.1K0.0%GrowthMediumTampa, FL2026-10-16
Cornerstone Planning Group LLC
2,789$217.1K0.0%ETFMediumFairfield, NJ2026-10-16
CoreCap Advisors, LLC
2,481$191.7K0.0%ETFMediumSouthfield, MI2026-10-08
IFP Advisors, Inc
1,839$142.1K0.0%GrowthLowTampa, FL2026-10-16
Parallel Advisors, LLC
1,579$122.0K0.0%IndexLowSan Francisco, CA2026-11-03
CX Institutional
879$680.0%CoreMediumAuburn, IN2026-10-02
Lanark Financial, Inc.
768$59.4K0.0%CoreMediumBirmingham, AL2026-10-26
Private Trust Co NA
668$51.6K0.0%CoreLowCleveland, OH2026-10-20
Armstrong Advisory Group, Inc
563$43.5K0.0%ETFHighNeedham, MA2026-10-09
Piscataqua Savings Bank
390$30.1K0.0%CoreVery LowPortsmouth, NH2026-10-21
Signaturefd, LLC
339$26.2K0.0%IndexLowAtlanta, GA2026-10-23
Mather Group, Llc.
271$20.9K0.0%ETFMediumChicago, IL2026-10-14
Balance Wealth Partners LLC
244$18.8K0.0%ETFMediumWorthington, OH2026-10-27
Wagner Wealth Management, LLC
209$16.1K0.0%ETFLowGreenville, SC2026-10-21
Gamma Investing LLC
191$14.8K0.0%IndexVery LowFoster City, CA2026-10-08
Blue Trust, Inc.
145$11.2K0.0%ETFLowBrentwood, TN2026-10-15
Physician Wealth Advisors, Inc.
139$10.7K0.0%ETFMediumMidvale, UT2026-10-20
Spire Wealth Management
110$8.5K0.0%GrowthMediumMclean, VA2026-10-30
Quest 10 Wealth Builders, Inc.
43$3.3K0.0%ETFLowFuquay-Varina, VA2026-11-02
Assetmark, Inc
43$3.3K0.0%ETFLowConcord, CA2026-10-21
Elevated Capital Advisors, LLC
42$3.2K0.0%ETFMediumSandy, UT2026-11-04
SBI Securities Co., Ltd.
25$1.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Dhjj Financial Advisors, Ltd.
10$7730.0%ETFVery LowNaperville, IL2026-10-23
Citigroup Inc
1$770.0%CoreMediumNew York, NY2026-11-04
Main Street Group, LTD
1$770.0%ETFMediumGlen Allen, VA2026-10-28