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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

79 hedge funds and large institutions have $166M invested in First Trust Materials AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-14
Holders Change %
-15.05%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
22
Reduced
34
Closed
20
Calls
–
Puts
$213K
Net Calls
-$213K
Net Calls Change
+$15K

Top Buyers

1
AIM
Astor Investment Management
Illinois
+$4.72M
2
Ameriprise
Ameriprise
Minnesota
+$2.88M
3
WA
WESPAC Advisors
California
+$2.31M
4
HH
Hilltop Holdings
Texas
+$1.81M
5
Jane Street
Jane Street
New York
+$1.37M

Top Sellers

1
BFG
Barber Financial Group
Kansas
-$14.2M
2
PFA
Pinnacle Family Advisors
Missouri
-$6.97M
3
AA
Advisory Alpha
Michigan
-$4.36M
4
CWSR
Chessman Wealth Strategies RIA
Texas
-$3.51M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$2.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
26
Virtue Capital Management
Tennessee
$1.4M -$33.4K -799 -2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.37M +$652K +15,599 +90%
QCIG
28
Quad-Cities Investment Group
Iowa
$1.2M +$144K +3,425 +14%
HGWM
29
Harvest Group Wealth Management
Massachusetts
$1.03M +$13.5K +323 +1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.01M -$325K -7,772 -24%
WI
31
Wintrust Investments
Illinois
$939K +$102K +2,439 +12%
TRCT
32
Tower Research Capital (TRC)
New York
$921K -$99.2K -2,374 -10%
AG
33
Advisor Group
Arizona
$798K -$252K -6,020 -24%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$788K – – –
DBRC
35
D.B. Root & Company
Pennsylvania
$739K -$28.3K -677 -4%
Stifel Financial
36
Stifel Financial
Missouri
$735K -$926K -22,158 -56%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$692K -$440K -10,527 -39%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$659K -$36.1K -864 -5%
AI
39
Atria Investments
North Carolina
$572K -$244K -5,830 -30%
LFAS
40
Level Four Advisory Services
Texas
$534K +$10.4K +250 +2%
RPG
41
Risk Paradigm Group
Texas
$508K +$62.2K +1,487 +14%
MML Investors Services
42
MML Investors Services
Massachusetts
$477K -$75.6K -1,805 -14%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$422K -$176K -4,203 -29%
CAN
44
Cetera Advisor Networks
California
$414K +$414K +9,956 New
SWP
45
Stratos Wealth Partners
Ohio
$405K -$3.35K -80 -0.8%
PFS
46
Prospera Financial Services
Texas
$398K -$14.8K -355 -4%
NA
47
Navellier & Associates
Nevada
$343K -$99.7K -2,382 -23%
BTS
48
BB&T Securities
Virginia
$341K -$16.6K -399 -5%
FAAS
49
First Allied Advisory Services
California
$339K +$339K +8,007 New
IA
50
IFP Advisors
Florida
$331K -$18.2K -434 -5%
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