First Trust Materials AlphaDEX Fund
FXZ
FXZ
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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
14% less capital invested
Capital invested by funds: $342M → $295M (-$47.4M)
32% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 19
Holders
94
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$5.42M | |
| 2 | +$2.29M | |
| 3 | +$2.07M | |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$1.64M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.48M |
Top Sellers
| 1 | -$10.8M | |
| 2 | -$8.33M | |
| 3 | -$5.18M | |
| 4 |
Morgan Stanley
New York
|
-$4.96M |
| 5 |
PFA
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
-$4.8M |