FXZ — First Trust Materials Alphadex Fund Institutional Holders · Q3 2026
Who owns First Trust Materials Alphadex Fund (FXZ)? 8 institutions reported holding $2.35M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($982,945), Sound Income Strategies, LLC ($377,174), Atlas Brown,Inc. ($361,309).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $982,945 | 12,719 | Trimmed |
| 2 | Sound Income Strategies, LLC | $377,174 | 4,899 | Added |
| 3 | Atlas Brown,Inc. | $361,309 | 4,675 | Trimmed |
| 4 | First Heartland Consultants, Inc. | $309,429 | 4,004 | New |
| 5 | CoreCap Advisors, LLC | $191,732 | 2,481 | Trimmed |
| 6 | CX Institutional | $68,000 | 879 | Added |
| 7 | ARMSTRONG ADVISORY GROUP, INC | $43,509 | 563 | Hold |
| 8 | GAMMA Investing LLC | $14,761 | 191 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30