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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

63 hedge funds and large institutions have $60.7M invested in First Trust Materials AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-10
Holders Change %
-13.7%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
8
Reduced
33
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.29M
2
ACM
Aviance Capital Management
Florida
+$1.64M
3
Jane Street
Jane Street
New York
+$1.18M
4
AA
Advisory Alpha
Michigan
+$1.12M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$537K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$18.5M
2
AIM
Astor Investment Management
Illinois
-$13.6M
3
Morgan Stanley
Morgan Stanley
New York
-$6.56M
4
KCM
Karp Capital Management
California
-$3.59M
5
GFPC
Global Financial Private Capital
Florida
-$3.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
26
Level Four Advisory Services
Texas
$407K -$27.9K -833 -6%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$363K -$72.9K -2,180 -17%
MML Investors Services
28
MML Investors Services
Massachusetts
$359K -$22.5K -672 -6%
NFG
29
Next Financial Group
Texas
$318K +$318K +9,499 New
Stifel Financial
30
Stifel Financial
Missouri
$317K -$180K -5,345 -36%
PFS
31
Prospera Financial Services
Texas
$300K -$16K -477 -5%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$240K -$162K -4,841 -40%
IA
33
IFP Advisors
Florida
$221K -$93K -2,806 -30%
WCM
34
WealthBridge Capital Management
Ohio
$214K +$214K +6,393 New
BFEC
35
Benjamin F. Edwards & Company
Missouri
$213K -$137K -4,094 -39%
AIC
36
Ameritas Investment Company
Nebraska
$181K +$181K +5,414 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$171K -$137K -4,074 -45%
WDL
38
Well Done LLC
Michigan
$99K +$99K +2,960 New
CC
39
Claybrook Capital
Massachusetts
$99K +$99K +2,960 New
PA
40
Parallel Advisors
California
$91K +$13.2K +395 +17%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$85K -$20.9K -622 -20%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$67K – – –
Citigroup
43
Citigroup
New York
$62K -$9.17K -275 -13%
SFA
44
Semmax Financial Advisors
North Carolina
$56K +$56K +1,668 New
KCM
45
Karp Capital Management
California
$40K -$3.59M -106,759 -99%
GWM
46
Geneos Wealth Management
Colorado
$40K – – –
UBS AM
47
UBS AM
Illinois
$35.9K – – –
DWM
48
Doyle Wealth Management
Florida
$30K +$30K +901 New
SWM
49
SeaCrest Wealth Management
New York
$27K – – –
CFGS
50
Concourse Financial Group Securities
Alabama
$25K -$31.7K -947 -56%
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