FXZ icon

First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Trends Analyst Outlook Journalist POV

37 hedge funds and large institutions have $54.4M invested in First Trust Materials AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership: →

less funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
37
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

Top Buyers

1
+$5.14M
2
+$2.29M
3
+$1.94M
4
CS
Credit Suisse
Switzerland
+$1.37M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$756K

Top Sellers

1
-$10.7M
2
-$5.01M
3
-$2.85M
4
ACM
Aviance Capital Management
Florida
-$2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$878K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$112K
27
$110K
28
$101K
29
$78K
30
$69K
31
$67K
32
$40K
33
$23K
34
$15K
35
$10K
36
$4K
37
–
38
–
39
–
40
–
41
–
42
–
43
–
44
–
1
2