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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

80 hedge funds and large institutions have $202M invested in First Trust Materials AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+14
Holders Change %
+21.21%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
22
Increased
22
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
Navellier & Associates
Nevada
+$4.19M
2
HighTower Advisors
HighTower Advisors
Illinois
+$3.34M
3
KCM
Karp Capital Management
California
+$2.8M
4
Wells Fargo
Wells Fargo
California
+$1.99M
5
AI
Atria Investments
North Carolina
+$1.93M

Top Sellers

1
BTS
BB&T Securities
Virginia
-$7.66M
2
Bank of America
Bank of America
North Carolina
-$6.75M
3
FHA
First Horizon Advisors
Tennessee
-$3.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.5M
5
PFA
Pinnacle Family Advisors
Missouri
-$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$1.22M -$7.51K -198 -0.6%
Citadel Advisors
27
Citadel Advisors
Florida
$1.16M +$1.16M +30,522 New
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$993K -$1.17M -31,009 -54%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$949K +$25.8K +680 +3%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$942K +$402K +10,600 +74%
PFA
31
Pinnacle Family Advisors
Missouri
$860K -$3.35M -88,535 -80%
SB
32
Suntrust Banks
Georgia
$849K +$849K +22,779 New
TRCT
33
Tower Research Capital (TRC)
New York
$834K +$834K +22,022 New
OC
34
Oppenheimer & Co
New York
$827K +$827K +21,840 New
IAA
35
Independent Advisor Alliance
North Carolina
$770K +$770K +20,530 New
GFPC
36
Global Financial Private Capital
Florida
$629K +$629K +16,604 New
NPC
37
National Planning Corporation
California
$538K -$454K -12,004 -46%
Jane Street
38
Jane Street
New York
$529K +$529K +13,971 New
CWM
39
Cornerstone Wealth Management
Missouri
$523K +$17.8K +476 +4%
FTS
40
Fifth Third Securities
Ohio
$522K +$522K +13,796 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$471K +$53.6K +1,415 +13%
Creative Planning
42
Creative Planning
Kansas
$463K +$405K +10,690 +693%
RPG
43
Risk Paradigm Group
Texas
$441K -$271K -7,149 -38%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$440K -$221K -5,837 -33%
IWM
45
IHT Wealth Management
Illinois
$433K +$411K +9,941 +1,894%
FAAS
46
First Allied Advisory Services
California
$416K +$141K +3,750 +51%
FA
47
FDx Advisors
Illinois
$409K -$140K -3,698 -25%
IA
48
IFP Advisors
Florida
$372K +$213K +5,632 +134%
LFAS
49
Level Four Advisory Services
Texas
$371K +$46.6K +1,243 +14%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$370K -$89.9K -2,372 -20%
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