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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

118 hedge funds and large institutions have $362M invested in First Trust Materials AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+24
Holders Change %
+25.53%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
34
Increased
28
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$17.1M
2
Wells Fargo
Wells Fargo
California
+$10.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.35M
4
LPL Financial
LPL Financial
California
+$4.8M
5
CW
CreativeOne Wealth
Kansas
+$2.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.55M
3
RJA
Raymond James & Associates
Florida
-$3.07M
4
FMP
Financial Management Professionals
Texas
-$2.25M
5
NA
Navellier & Associates
Nevada
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
E
26
ETFidea
New York
$2.74M +$2.74M +44,042 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.65M -$376K -6,050 -12%
CW
28
CreativeOne Wealth
Kansas
$2.3M +$2.3M +36,949 New
OC
29
Oppenheimer & Co
New York
$2.15M -$961K -15,453 -31%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$2.05M -$62.7K -1,008 -3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.98M -$1.71M -27,516 -46%
IAA
32
Independent Advisor Alliance
North Carolina
$1.79M +$142K +2,291 +9%
CA
33
Crumly & Associates
Illinois
$1.77M +$1.77M +29,193 New
CWA
34
Capital Wealth Alliance
Arizona
$1.63M -$242K -3,898 -13%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.51M -$473K -7,619 -24%
MIAN
36
Mariner Independent Advisor Network
Kansas
$1.49M +$1.49M +24,016 New
CAN
37
Cetera Advisor Networks
California
$1.39M -$12.1K -195 -0.9%
IWM
38
IHT Wealth Management
Illinois
$1.37M +$1.37M +22,032 New
PWM
39
Purus Wealth Management
California
$1.34M +$662K +10,654 +98%
BS
40
Banco Santander
Spain
$1.3M +$1.3M +20,880 New
PPWM
41
Paragon Private Wealth Management
Kentucky
$1.25M +$1.25M +20,130 New
SWM
42
Spire Wealth Management
Virginia
$1.17M -$267K -4,295 -19%
QCIG
43
Quad-Cities Investment Group
Iowa
$1.09M -$61.4K -987 -5%
MPW
44
Monterey Private Wealth
California
$1.05M -$26.2K -422 -2%
HI
45
Harbour Investments
Wisconsin
$943K -$228K -3,666 -19%
SEP
46
Southland Equity Partners
Missouri
$925K +$26.6K +428 +3%
AWM
47
AE Wealth Management
Kansas
$923K -$34.8K -560 -4%
WP
48
WealthPLAN Partners
Nebraska
$923K +$923K +15,689 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$909K -$546K -8,789 -38%
HA
50
HFG Advisors
Ohio
$852K +$852K +13,711 New
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