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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

60 hedge funds and large institutions have $65.2M invested in First Trust Materials AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAS
Winch Advisory Services
Wisconsin
+$3.89M
2
FI
FormulaFolio Investments
Michigan
+$3.89M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.96M
4
ACP
Aveo Capital Partners
Colorado
+$1.6M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$623K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.94M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.08M
3
HighTower Advisors
HighTower Advisors
Illinois
-$1.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$781K
5
TRCT
Tower Research Capital (TRC)
New York
-$704K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$500K -$1.6M -42,113 -76%
LFAS
27
Level Four Advisory Services
Texas
$485K +$24.2K +638 +5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$397K -$14.6K -384 -4%
PFS
29
Prospera Financial Services
Texas
$370K +$15.1K +381 +4%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$362K +$120K +3,170 +50%
Stifel Financial
31
Stifel Financial
Missouri
$347K -$9.31K -246 -3%
WCM
32
WealthBridge Capital Management
Ohio
$310K +$70K +1,864 +29%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$226K -$46.2K -1,217 -17%
IA
34
IFP Advisors
Florida
$219K -$34.4K -905 -14%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$184K -$10.7K -278 -5%
PA
36
Parallel Advisors
California
$110K +$6.84K +180 +7%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$89K -$7.32K -192 -8%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$81K +$81K +1,408 New
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$76K – – –
Citigroup
40
Citigroup
New York
$71K – – –
SFA
41
Semmax Financial Advisors
North Carolina
$49K -$13.8K -366 -22%
GWM
42
Geneos Wealth Management
Colorado
$46K – – –
UBS AM
43
UBS AM
Illinois
$40.6K – – –
SWM
44
SeaCrest Wealth Management
New York
$30K – – –
CFGS
45
Concourse Financial Group Securities
Alabama
$28K – – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$22K +$22K +583 New
GWMIA
47
Global Wealth Management Investment Advisory
Florida
$14K -$4.58K -120 -25%
S
48
SignatureFD
Georgia
$13K – – –
BHWM
49
Bay Harbor Wealth Management
Maryland
$13K – – –
BMM
50
Buffington Mohr McNeal
Idaho
$13K +$13K +332 New
1
2
3