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First Trust Materials AlphaDEX Fund
FXZ

41 hedge funds and large institutions have $106M invested in First Trust Materials AlphaDEX Fund in 2013 Q2 according to their latest regulatory filings, with 41 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

48.75% more ownership

Funds ownership: 0% → 48.75% (+49%)

Holders
41
Holders Change
+41
Holders Change %
–
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
–
Reduced
–
Closed
–
Calls
$250K
Puts
–
Net Calls
+$250K
Net Calls Change
+$250K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$309K +$314K +11,636 New
CS
27
Credit Suisse
Switzerland
$298K +$303K +11,220 New
TH
28
Timber Hill
Connecticut
$249K +$253K +9,367 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$207K +$210K +7,785 New
RIA
30
Regal Investment Advisors
Michigan
$167K +$170K +6,294 New
Citigroup
31
Citigroup
New York
$124K +$126K +4,677 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$94K +$96.2K +3,560 New
AIG
33
American International Group
New York
$58.9K +$60K +2,219 New
PTC
34
Private Trust Company
Ohio
$33K +$34K +1,260 New
NES
35
New England Securities
New York
$16K +$16.3K +604 New
BTS
36
BB&T Securities
Virginia
$15.8K +$1.61M +59,675 New
FHC
37
First Heartland Consultants
Missouri
$7K +$6.75K +250 New
SMA
38
Simply Money Advisors
Ohio
$6K +$6.21K +230 New
AC
39
Alexandria Capital
Virginia
$2K +$1.62K +60 New
WA
40
WFG Advisors
Texas
$2K +$1.81K +67 New
GI
41
Gradient Investments
Minnesota
$1K +$946 +35 New
1
2

FXZ Hedge Fund Activity: Q2 2013 in Review

41 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust Materials AlphaDEX Fund (FXZ) for Q2 2013, worth a combined $106M.

Buyers outnumbered sellers: 41 funds opened new FXZ positions and 0 closed out — a net gain of 41 holders — while 0 added to existing stakes and 0 trimmed.

  • 41 institutional investors held First Trust Materials AlphaDEX Fund (FXZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $106M of First Trust Materials AlphaDEX Fund stock for Q2 2013.
  • 41 funds opened new First Trust Materials AlphaDEX Fund positions in Q2 2013 and 0 closed out, a net change of +41 holders.

Based on aggregated 13F filings for Q2 2013.