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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

91 hedge funds and large institutions have $127M invested in First Trust Materials AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-11
Holders Change %
-10.78%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
24
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
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.73M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.17M
5
HAS
5
HBW Advisory Services
California
$1.17M

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 Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$805K +$134K +2,348 +20%
KNW
27
Kesler Norman & Wride
Utah
$745K +$3.02K +53 +0.4%
PAG
28
Private Advisor Group
New Jersey
$734K -$270K -4,745 -27%
MML Investors Services
29
MML Investors Services
Massachusetts
$729K +$21.9K +384 +3%
OC
30
Oppenheimer & Co
New York
$627K -$15.3K -269 -2%
QCIG
31
Quad-Cities Investment Group
Iowa
$548K +$285 +5 +0.1%
Creative Planning
32
Creative Planning
Kansas
$532K -$14.3K -251 -3%
Citadel Advisors
33
Citadel Advisors
Florida
$470K -$731K -12,834 -61%
SPWM
34
Schrum Private Wealth Management
Florida
$440K – – –
IAIM
35
International Assets Investment Management
Florida
$405K -$8.32K -146 -2%
FFA
36
Farther Finance Advisors
California
$404K -$81.2K -1,426 -17%
AF
37
Apollon Financial
South Carolina
$389K -$71.9K -1,263 -16%
HighTower Advisors
38
HighTower Advisors
Illinois
$373K -$28.4K -499 -7%
MWM
39
Modern Wealth Management
Kansas
$357K -$11.3K -198 -3%
GWM
40
Geneos Wealth Management
Colorado
$341K -$238K -4,174 -41%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$331K -$45.6K -800 -12%
CA
42
CoreCap Advisors
Michigan
$288K -$6.89K -121 -2%
BAM
43
Belpointe Asset Management
Nevada
$285K – – –
FCA
44
Fortis Capital Advisors
Kansas
$285K – – –
Jones Financial Companies
45
Jones Financial Companies
Missouri
$276K +$58.7K +1,030 +27%
WS
46
Wedbush Securities
California
$246K +$171 +3 +0.1%
MOS
47
MGO One Seven
Ohio
$238K -$22.3K -392 -9%
RFA
48
ROI Financial Advisors
Oregon
$237K -$136K -2,382 -36%
WFA
49
WMG Financial Advisors
Tennessee
$234K -$70.8K -1,244 -23%
AFG
50
Arkansas Financial Group
Arkansas
$233K +$233K +3,901 New
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