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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

80 hedge funds and large institutions have $195M invested in First Trust Materials AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+10
Holders Change %
+14.29%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
23
Increased
32
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$14.3M
2
Morgan Stanley
Morgan Stanley
New York
+$13.6M
3
Bank of America
Bank of America
North Carolina
+$7.51M
4
LPL Financial
LPL Financial
California
+$5.62M
5
FMP
Financial Management Professionals
Texas
+$5.43M

Top Sellers

1
IPW
IronBridge Private Wealth
Texas
-$7.37M
2
FEM
Fulcrum Equity Management
Texas
-$6.72M
3
NA
Navellier & Associates
Nevada
-$6.43M
4
SWP
Stratos Wealth Partners
Ohio
-$2.96M
5
SMF
Sterling Manor Financial
New York
-$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
26
Capital Wealth Alliance
Arizona
$1.62M +$1.62M +29,387 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.59M +$293K +5,304 +22%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$1.39M +$1.39M +25,185 New
IAA
29
Independent Advisor Alliance
North Carolina
$1.36M +$1.36M +24,714 New
MPW
30
Monterey Private Wealth
California
$1.12M -$67.7K -1,168 -6%
QCIG
31
Quad-Cities Investment Group
Iowa
$897K +$85.2K +1,544 +10%
FAIM
32
Financial Advocates Investment Management
Washington
$866K -$1.08M -19,673 -56%
HR
33
Hayden Royal
North Carolina
$845K +$221 +4 +0%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$822K +$822K +14,910 New
LFF
35
Level Four Financial
Texas
$774K +$774K +4,655 New
SWM
36
Spire Wealth Management
Virginia
$720K +$720K +13,204 New
ACP
37
Aveo Capital Partners
Colorado
$697K +$102K +1,852 +17%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$652K +$214K +3,884 +49%
GRP
39
Global Retirement Partners
California
$637K +$637K +11,558 New
LFAS
40
Level Four Advisory Services
Texas
$619K +$619K +11,219 New
AWM
41
AE Wealth Management
Kansas
$465K +$145K +2,621 +45%
DWMG
42
DB Wealth Management Group
California
$438K +$70.7K +1,283 +19%
SEP
43
Southland Equity Partners
Missouri
$402K +$402K +7,282 New
FEM
44
Fulcrum Equity Management
Texas
$401K -$6.72M -121,781 -94%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$390K +$325K +5,898 +499%
Citigroup
46
Citigroup
New York
$304K +$304K +5,508 New
SAM
47
SignalPoint Asset Management
Missouri
$280K +$46.9K +851 +20%
MW
48
Marks Wealth
Maryland
$253K +$253K +4,581 New
AB
49
Atlas Brown
Kentucky
$250K +$165 +3 +0.1%
DBRC
50
D.B. Root & Company
Pennsylvania
$229K -$6.54K -119 -3%
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