FXZ icon

First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

145 hedge funds and large institutions have $1.46B invested in First Trust Materials AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+27
Holders Change %
+22.88%
% of All Funds
2.29%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
42
Increased
58
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$655M
2
Morgan Stanley
Morgan Stanley
New York
+$50.1M
3
Wells Fargo
Wells Fargo
California
+$44.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$30.9M
5
LPL Financial
LPL Financial
California
+$19.7M

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$3.18M
2
CW
CreativeOne Wealth
Kansas
-$2.3M
3
IWM
IHT Wealth Management
Illinois
-$1.37M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.31M
5
CA
CoreCap Advisors
Michigan
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$6.8M +$6.8M +94,949 New
CAN
27
Cetera Advisor Networks
California
$5.78M +$4.17M +58,251 +260%
SI
28
Stephens Inc
Arkansas
$5.52M +$1.03M +14,324 +23%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$5.48M +$2.42M +33,813 +79%
HighTower Advisors
30
HighTower Advisors
Illinois
$5.41M -$1.16M -16,146 -18%
GA
31
Gateway Advisory
New Jersey
$5.26M +$5.26M +73,385 New
BIM
32
Bullseye Investment Management
Ohio
$4.93M -$834K -11,644 -14%
PPWM
33
Paragon Private Wealth Management
Kentucky
$4.51M +$3.06M +42,687 +212%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$3.99M +$2.25M +31,412 +129%
Bank of Nova Scotia
35
Bank of Nova Scotia
Ontario, Canada
$3.87M +$3.87M +54,072 New
WWM
36
Western Wealth Management
Colorado
$3.78M +$3.78M +52,835 New
Goldman Sachs
37
Goldman Sachs
New York
$3.77M -$1.14M -15,952 -23%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$3.73M +$1.37M +19,096 +58%
KPWS
39
Kestra Private Wealth Services
Texas
$3.72M -$301K -4,200 -7%
OC
40
Oppenheimer & Co
New York
$3.63M +$1.15M +16,125 +47%
MML Investors Services
41
MML Investors Services
Massachusetts
$3.59M +$192K +2,674 +6%
CA
42
CoreCap Advisors
Michigan
$3.54M -$1.21M -16,880 -25%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$3.23M +$2.18M +30,479 +208%
E
44
ETFidea
New York
$3.15M – – –
FMP
45
Financial Management Professionals
Texas
$3.14M +$3.14M +43,869 New
SOS
46
Silver Oak Securities
Tennessee
$2.52M +$2.52M +35,432 New
FEM
47
Fulcrum Equity Management
Texas
$2.41M -$3.18M -44,377 -57%
IAA
48
Independent Advisor Alliance
North Carolina
$2.19M +$129K +1,801 +6%
SPC
49
Sigma Planning Corp
Michigan
$2.06M +$2.06M +28,714 New
TWM
50
TriaGen Wealth Management
California
$2.02M +$2.02M +28,147 New
1
2
3 4 5