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First Trust Materials AlphaDEX Fund

113 hedge funds and large institutions have $243M invested in First Trust Materials AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCH
26
PGIM Custom Harvest
New Jersey
$2.06M
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$2M
PAG
28
Private Advisor Group
New Jersey
$1.65M
NA
29
Navellier & Associates
Nevada
$1.58M
IFG
30
Independent Financial Group
California
$1.22M
NP
31
Nilsine Partners
Colorado
$1.17M
KAS
32
Kestra Advisory Services
Texas
$1.16M
PWM
33
Purus Wealth Management
California
$1.11M
KNW
34
Kesler Norman & Wride
Utah
$1.01M
Two Sigma Investments
35
Two Sigma Investments
New York
$965K
TFGT
36
TS Financial Group (TSFG)
Illinois
$869K
Jones Financial Companies
37
Jones Financial Companies
Missouri
$812K
FFA
38
Farther Finance Advisors
California
$808K
QCIG
39
Quad-Cities Investment Group
Iowa
$724K
Creative Planning
40
Creative Planning
Kansas
$671K
SF
41
Summit Financial
New Jersey
$663K
MML Investors Services
42
MML Investors Services
Massachusetts
$607K
SPWM
43
Schrum Private Wealth Management
Florida
$589K
MOS
44
MGO One Seven
Ohio
$555K
AF
45
Apollon Financial
South Carolina
$515K
IAIM
46
International Assets Investment Management
Florida
$513K
HighTower Advisors
47
HighTower Advisors
Illinois
$502K
JP Morgan Chase
48
JP Morgan Chase
New York
$416K
BAM
49
Belpointe Asset Management
Nevada
$381K
FCA
50
Fortis Capital Advisors
Kansas
$381K