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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

94 hedge funds and large institutions have $295M invested in First Trust Materials AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-7
Holders Change %
-6.93%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
34
Reduced
27
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$5.42M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.29M
3
Truist Financial
Truist Financial
North Carolina
+$2.07M
4
LNC
Lincoln National Corp
Pennsylvania
+$1.64M
5
IAA
Independent Advisor Alliance
North Carolina
+$1.48M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$10.8M
2
Wells Fargo
Wells Fargo
California
-$8.33M
3
VCM
Virtue Capital Management
Tennessee
-$5.18M
4
Morgan Stanley
Morgan Stanley
New York
-$4.96M
5
PFA
Plotkin Financial Advisors
Maryland
-$4.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$2.57M +$267K +4,777 +12%
FMP
27
Financial Management Professionals
Texas
$2.25M -$2.78M -49,620 -55%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$1.9M +$359K +6,417 +23%
CWA
29
Capital Wealth Alliance
Arizona
$1.8M +$24.9K +416 +1%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.79M +$72.1K +1,287 +4%
LNC
31
Lincoln National Corp
Pennsylvania
$1.64M +$1.64M +29,314 New
IAA
32
Independent Advisor Alliance
North Carolina
$1.48M +$1.48M +26,485 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.31M -$871K -15,551 -40%
SWM
34
Spire Wealth Management
Virginia
$1.3M +$142K +2,538 +12%
CAN
35
Cetera Advisor Networks
California
$1.26M -$203K -3,627 -14%
HI
36
Harbour Investments
Wisconsin
$1.05M +$136K +2,422 +15%
QCIG
37
Quad-Cities Investment Group
Iowa
$1.04M +$52.1K +930 +5%
FTUS
38
Flow Traders U.S.
New York
$1.01M +$1.01M +18,082 New
MPW
39
Monterey Private Wealth
California
$996K -$63.2K -1,095 -6%
TRCT
40
Tower Research Capital (TRC)
New York
$986K +$457K +8,165 +86%
AWM
41
AE Wealth Management
Kansas
$862K +$190K +3,394 +28%
SEP
42
Southland Equity Partners
Missouri
$809K -$49.9K -892 -6%
DWMG
43
DB Wealth Management Group
California
$715K -$121K -2,171 -15%
ACP
44
Aveo Capital Partners
Colorado
$708K – – –
CC
45
Cypress Capital
Tennessee
$676K +$676K +12,069 New
SMF
46
Sterling Manor Financial
New York
$622K -$536K -9,576 -46%
GRP
47
Global Retirement Partners
California
$614K -$187K -3,343 -23%
PAG
48
Private Advisor Group
New Jersey
$613K +$613K +10,956 New
PWM
49
Purus Wealth Management
California
$612K +$271K +4,837 +79%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$538K +$492K +8,799 +1,073%
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