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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

90 hedge funds and large institutions have $125M invested in First Trust Materials AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 13 closing their positions.

Holders
90
Holders Change
-12
Holders Change %
-11.76%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
23
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCH
1
PGIM Custom Harvest
New Jersey
$1.61M
2
CPG
2
Cornerstone Planning Group
New Jersey
$11.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$4.17M
4
HAS
4
HBW Advisory Services
California
$1.17M
5
AFG
5
Arkansas Financial Group
Arkansas
$233K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.27M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$22.9M
4
Stifel Financial
4
Stifel Financial
Missouri
$2.94M
5
GS
5
GTS Securities
New York
$821K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$22.9M 402,773 -24,283 -6%
CPG
2
Cornerstone Planning Group
New Jersey
$11.2M 193,649 +21,884 +13%
LPL Financial
3
LPL Financial
California
$11.1M 194,223 -4,621 -2%
Morgan Stanley
4
Morgan Stanley
New York
$9.82M 172,509 -8,317 -5%
Ameriprise
5
Ameriprise
Minnesota
$6.19M 108,578 -2,473 -2%
Bank of America
6
Bank of America
North Carolina
$6.07M 106,637 -3,064 -3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$5.26M 92,316 +2,255 +3%
Goldman Sachs
8
Goldman Sachs
New York
$5.08M 89,162 -6,312 -7%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$4.17M 69,771 +5,533 +9%
UBS Group
10
UBS Group
Switzerland
$3.37M 59,105 -14,118 -19%
Raymond James Financial
11
Raymond James Financial
Florida
$3.32M 58,214 -9,394 -14%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.28M 57,621 -10,738 -16%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.13M 55,004 +3,902 +8%
Stifel Financial
14
Stifel Financial
Missouri
$2.94M 51,693 -22,492 -30%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.37M 41,681 -7,341 -15%
Truist Financial
16
Truist Financial
North Carolina
$2.13M 37,367 +2,724 +8%
PCH
17
PGIM Custom Harvest
New Jersey
$1.61M 28,240 +24,017 +569%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.6M 28,136 +1,547 +6%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.5M 26,349 -4,265 -14%
HI
20
Harbour Investments
Wisconsin
$1.36M 23,852 +1,071 +5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.27M 22,370 -43,727 -66%
HAS
22
HBW Advisory Services
California
$1.17M 20,557 +4,499 +28%
PWM
23
Purus Wealth Management
California
$921K 16,175 -708 -4%
GS
24
GTS Securities
New York
$821K 14,410 -20,938 -59%
KAS
25
Kestra Advisory Services
Texas
$805K 14,129 +2,348 +20%
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