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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

45 hedge funds and large institutions have $51.5M invested in First Trust Materials AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
7
Increased
7
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEM
Fulcrum Equity Management
Texas
+$7.32M
2
NA
Navellier & Associates
Nevada
+$6.86M
3
SL
Savior LLC
Massachusetts
+$5.84M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.1M
5
Wells Fargo
Wells Fargo
California
+$1.06M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.41M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$983K
3
Stifel Financial
Stifel Financial
Missouri
-$919K
4
ACP
Aveo Capital Partners
Colorado
-$864K
5
Jane Street
Jane Street
New York
-$409K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$96K – – –
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$81K – – –
IA
28
IFP Advisors
Florida
$72K – – –
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$69K – – –
PA
30
Parallel Advisors
California
$62K -$3.44K -100 -5%
Citigroup
31
Citigroup
New York
$43K -$6.74K -196 -14%
APA
32
American Portfolios Advisors
New York
$42.6K +$5.45K +157 +15%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$41K -$6.88K -197 -14%
GWM
34
Geneos Wealth Management
Colorado
$40K – – –
QCG
35
Quadrant Capital Group
Ohio
$20K -$2.92K -82 -13%
AF
36
Allworth Financial
California
$18K – – –
S
37
SignatureFD
Georgia
$12K – – –
OPS
38
Orion Portfolio Solutions
Nebraska
$10K – – –
SFS
39
Sowell Financial Services
Arkansas
$9K – – –
CAN
40
Cetera Advisor Networks
California
$9K +$9K +249 New
LFG
41
LifePlan Financial Group
Ohio
$7K – – –
BFEC
42
Benjamin F. Edwards & Company
Missouri
$6K – – –
CFGS
43
Concourse Financial Group Securities
Alabama
$4K -$2.57K -77 -39%
GFPC
44
Global Financial Private Capital
Florida
$3K – – –
WIM
45
Westside Investment Management
California
$6 – – –
Stifel Financial
46
Stifel Financial
Missouri
– -$919K -33,634 Closed
Jane Street
47
Jane Street
New York
– -$409K -14,959 Closed
ACM
48
AlphaStar Capital Management
North Carolina
– -$331K -11,686 Closed
Goldman Sachs
49
Goldman Sachs
New York
– -$299K -10,939 Closed
KPW
50
Kore Private Wealth
New York
– -$196K -7,187 Closed
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