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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

51 hedge funds and large institutions have $56.7M invested in First Trust Materials AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
14
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.13M
2
FAIM
Financial Advocates Investment Management
Washington
+$1.46M
3
SWP
Stratos Wealth Partners
Ohio
+$757K
4
FTUS
Flow Traders U.S.
New York
+$640K
5
RJA
Raymond James & Associates
Florida
+$445K

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$2.19M
2
NA
Navellier & Associates
Nevada
-$1.73M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.02M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$835K
5
QCIG
Quad-Cities Investment Group
Iowa
-$515K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$318K -$8.59K -229 -3%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$275K +$275K +7,334 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$206K -$11.5K -305 -5%
PAG
29
Private Advisor Group
New Jersey
$202K – – –
SPIA
30
Steward Partners Investment Advisory
New York
$104K – – –
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$81K – – –
IA
32
IFP Advisors
Florida
$79K – – –
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$75K – – –
PA
34
Parallel Advisors
California
$65K -$2.82K -75 -4%
NFG
35
Next Financial Group
Texas
$62K +$62K +1,662 New
BEI
36
Benjamin Edwards Inc
Missouri
$58K +$58K +1,533 New
APA
37
American Portfolios Advisors
New York
$52.2K +$6.08K +162 +13%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$44K +$187 +5 +0.4%
GWM
39
Geneos Wealth Management
Colorado
$38K -$6.38K -175 -14%
QCG
40
Quadrant Capital Group
Ohio
$21K +$37 +1 +0.2%
AF
41
Allworth Financial
California
$19K – – –
S
42
SignatureFD
Georgia
$13K – – –
SFS
43
Sowell Financial Services
Arkansas
$10K – – –
HCP
44
Hexagon Capital Partners
Arkansas
$10K +$10K +256 New
ASN
45
Advisory Services Network
Georgia
$10K +$10K +257 New
Citigroup
46
Citigroup
New York
$8K -$42K -1,051 -84%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$7K – – –
LFG
48
LifePlan Financial Group
Ohio
$7K – – –
CFGS
49
Concourse Financial Group Securities
Alabama
$5K – – –
CAAS
50
Capital Asset Advisory Services
Michigan
$2K +$2K +50 New
1
2
3