Who Owns 1ST TRUST MAT ALPHADEX FD (FXZ)? -- Institutional Holders (2026-06-30)

127 institutions reported holding $280.7M of 1ST TRUST MAT ALPHADEX FD (FXZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLS FARGO & COMPANY/MN ($38.7M), MORGAN STANLEY ($32.2M), BANK OF AMERICA CORP /DE/ ($30.4M), LPL Financial LLC ($25.6M), RAYMOND JAMES FINANCIAL INC ($14.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	WELLS FARGO & COMPANY/MN	$38.7M	486,764	Added
2	MORGAN STANLEY	$32.2M	405,596	Added
3	BANK OF AMERICA CORP /DE/	$30.4M	382,234	Trimmed
4	LPL Financial LLC	$25.6M	322,406	Added
5	RAYMOND JAMES FINANCIAL INC	$14.2M	179,204	Added
6	UBS Group AG	$11.7M	147,487	Added
7	Cetera Investment Advisers	$8.1M	101,653	Trimmed
8	AMERIPRISE FINANCIAL INC	$7.3M	92,456	Trimmed
9	Virtue Capital Management, LLC	$6.4M	80,860	Trimmed
10	TWO SIGMA INVESTMENTS, LP	$6.4M	80,167	Added
11	ENVESTNET ASSET MANAGEMENT INC	$6.0M	75,347	Trimmed
12	HARBOUR INVESTMENTS, INC.	$5.9M	73,781	Added
13	TRUIST FINANCIAL CORP	$5.3M	66,098	Trimmed
14	Royal Bank of Canada	$4.7M	59,115	Added
15	WCG Wealth Advisors LLC	$4.6M	58,320	Trimmed
16	OPPENHEIMER & CO INC	$4.6M	57,598	Added
17	COMMONWEALTH EQUITY SERVICES, LLC	$4.6M	57,559	Added
18	D.A. DAVIDSON & CO.	$4.2M	53,341	Trimmed
19	STIFEL FINANCIAL CORP	$4.0M	50,766	Added
20	GOLDMAN SACHS GROUP INC	$4.0M	50,000	Hold
21	Cambridge Investment Research Advisors, Inc.	$3.8M	47,367	Trimmed
22	OSAIC HOLDINGS, INC.	$3.1M	39,101	Trimmed
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.0M	38,875	Trimmed
24	INDEPENDENT FINANCIAL GROUP, LLC	$2.4M	30,461	Added
25	PGIM Custom Harvest LLC	$2.1M	26,833	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30