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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

48 hedge funds and large institutions have $27.6M invested in First Trust Materials AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-23
Holders Change %
-32.39%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
13
Reduced
17
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.43M
2
Morgan Stanley
Morgan Stanley
New York
+$660K
3
TRCT
Tower Research Capital (TRC)
New York
+$256K
4
KPW
Kore Private Wealth
New York
+$196K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$188K

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$14.6M
2
NA
Navellier & Associates
Nevada
-$11.4M
3
VCM
Virtue Capital Management
Tennessee
-$3.92M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.28M
5
CW
CreativeOne Wealth
Kansas
-$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$75K +$2.54K +94 +4%
IA
27
IFP Advisors
Florida
$58K – – –
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$55K – – –
PA
29
Parallel Advisors
California
$52K -$11.2K -410 -18%
AIC
30
Ameritas Investment Company
Nebraska
$49K +$49K +1,789 New
NFG
31
Next Financial Group
Texas
$47K -$212K -7,808 -82%
Citigroup
32
Citigroup
New York
$40K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$37K +$108 +4 +0.3%
GWM
34
Geneos Wealth Management
Colorado
$32K – – –
APA
35
American Portfolios Advisors
New York
$29.3K +$683 +25 +2%
QCG
36
Quadrant Capital Group
Ohio
$18K +$28 +1 +0.2%
AF
37
Allworth Financial
California
$14K – – –
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$14K – – –
S
39
SignatureFD
Georgia
$9K – – –
OPS
40
Orion Portfolio Solutions
Nebraska
$8K – – –
SFS
41
Sowell Financial Services
Arkansas
$7K -$54.1K -2,000 -89%
ASN
42
Advisory Services Network
Georgia
$7K – – –
LFG
43
LifePlan Financial Group
Ohio
$5K -$5.61K -221 -53%
CFGS
44
Concourse Financial Group Securities
Alabama
$5K -$1.42K -56 -22%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$5K – – –
GFPC
46
Global Financial Private Capital
Florida
$2K – – –
WIM
47
Westside Investment Management
California
$5 +$5 +184 New
FEM
48
Fulcrum Equity Management
Texas
– -$14.6M -364,467 Closed
NA
49
Navellier & Associates
Nevada
– -$11.4M -283,375 Closed
VCM
50
Virtue Capital Management
Tennessee
– -$3.92M -97,818 Closed
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