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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

101 hedge funds and large institutions have $342M invested in First Trust Materials AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+21
Holders Change %
+26.25%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
48
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$23.3M
2
Wells Fargo
Wells Fargo
California
+$14.6M
3
Morgan Stanley
Morgan Stanley
New York
+$14.2M
4
LPL Financial
LPL Financial
California
+$9.67M
5
Bank of America
Bank of America
North Carolina
+$8.82M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$1.36M
2
SMF
Sterling Manor Financial
New York
-$1.14M
3
LFF
Level Four Financial
Texas
-$774K
4
FAIM
Financial Advocates Investment Management
Washington
-$642K
5
FMP
Financial Management Professionals
Texas
-$497K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
26
Pinnacle Family Advisors
Missouri
$2.73M +$2.73M +47,452 New
KPWS
27
Kestra Private Wealth Services
Texas
$2.66M -$354K -6,158 -12%
Stifel Financial
28
Stifel Financial
Missouri
$2.42M +$268K +4,663 +12%
MML Investors Services
29
MML Investors Services
Massachusetts
$2.36M +$2.36M +41,071 New
OC
30
Oppenheimer & Co
New York
$2.25M +$181K +3,147 +9%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.24M +$1.38M +24,055 +161%
SWP
32
Stratos Wealth Partners
Ohio
$2.07M +$2.07M +36,068 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.76M +$102K +1,780 +6%
CWA
34
Capital Wealth Alliance
Arizona
$1.59M +$13.3K +247 +0.8%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$1.58M +$134K +2,325 +9%
LA
36
LexAurum Advisors
Kansas
$1.56M +$1.56M +27,102 New
CAN
37
Cetera Advisor Networks
California
$1.51M +$1.51M +26,197 New
LFAS
38
Level Four Advisory Services
Texas
$1.29M +$643K +11,187 +100%
SMF
39
Sterling Manor Financial
New York
$1.19M -$1.14M -19,912 -49%
SWM
40
Spire Wealth Management
Virginia
$1.19M +$427K +7,418 +56%
MPW
41
Monterey Private Wealth
California
$1.06M -$58.5K -1,017 -5%
QCIG
42
Quad-Cities Investment Group
Iowa
$1.01M +$77.4K +1,346 +8%
HI
43
Harbour Investments
Wisconsin
$944K +$825K +14,338 +690%
ARC
44
Advisor Resource Council
Texas
$927K +$927K +16,132 New
HR
45
Hayden Royal
North Carolina
$904K +$23.2K +403 +3%
SEP
46
Southland Equity Partners
Missouri
$882K +$464K +8,064 +111%
DWMG
47
DB Wealth Management Group
California
$859K +$403K +7,004 +88%
GRP
48
Global Retirement Partners
California
$823K +$158K +2,749 +24%
BCM
49
Barometer Capital Management
Ontario, Canada
$770K +$770K +13,400 New
ACP
50
Aveo Capital Partners
Colorado
$727K – – –
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