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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

70 hedge funds and large institutions have $124M invested in First Trust Materials AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+19
Holders Change %
+37.25%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
24
Increased
23
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$11.1M
2
Morgan Stanley
Morgan Stanley
New York
+$11.1M
3
VCM
Virtue Capital Management
Tennessee
+$3.83M
4
Bank of America
Bank of America
North Carolina
+$2.85M
5
Goldman Sachs
Goldman Sachs
New York
+$2.4M

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$1.13M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.11M
3
NA
Navellier & Associates
Nevada
-$865K
4
Citadel Advisors
Citadel Advisors
Florida
-$784K
5
FTUS
Flow Traders U.S.
New York
-$640K
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
26
Hayden Royal
North Carolina
$737K +$737K +15,319 New
QCIG
27
Quad-Cities Investment Group
Iowa
$708K +$708K +14,717 New
MA
28
Mutual Advisors
Nebraska
$665K +$665K +13,827 New
CAS
29
Coppell Advisory Solutions
Texas
$638K +$638K +13,275 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$634K +$226K +4,710 +56%
Stifel Financial
31
Stifel Financial
Missouri
$616K +$616K +12,812 New
ACP
32
Aveo Capital Partners
Colorado
$519K -$104K -2,154 -17%
RFWA
33
RPg Family Wealth Advisory
Massachusetts
$441K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$382K +$118K +2,461 +45%
FEG
35
Financial Enhancement Group
Indiana
$323K +$323K +6,708 New
DWMG
36
DB Wealth Management Group
California
$320K +$320K +6,660 New
AWM
37
AE Wealth Management
Kansas
$279K +$279K +5,805 New
FI
38
FormulaFolio Investments
Michigan
$249K +$249K +5,185 New
KAS
39
Kestra Advisory Services
Texas
$243K +$243K +5,054 New
CWA
40
Clarus Wealth Advisors
Arizona
$231K +$231K +4,447 New
SS
41
Simplicity Solutions
Minnesota
$222K +$222K +4,609 New
AB
42
Atlas Brown
Kentucky
$218K +$218K +4,529 New
PAG
43
Private Advisor Group
New Jersey
$215K -$44.4K -923 -17%
HighTower Advisors
44
HighTower Advisors
Illinois
$212K +$212K +4,420 New
DBRC
45
D.B. Root & Company
Pennsylvania
$206K +$206K +4,287 New
SAM
46
SignalPoint Asset Management
Missouri
$203K +$203K +4,229 New
SPIA
47
Steward Partners Investment Advisory
New York
$153K +$19.3K +400 +14%
GWM
48
Geneos Wealth Management
Colorado
$129K +$72.1K +1,320 +127%
IA
49
IFP Advisors
Florida
$100K – – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$96K – – –
1
2
3