First Trust Materials AlphaDEX Fund
FXZ
146 hedge funds and large institutions have $1.47B 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, 29 reducing their positions, and 13 closing their positions.
304% more capital invested
Capital invested by funds: $362M → $1.47B (+$1.1B)
223% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 13
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
100% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 29
23% more funds holding
Funds holding: 119 → 146 (+27)
14.04% more ownership
Funds ownership: 69.84% → 83.87% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$589M |
| 2 |
Morgan Stanley
New York
|
+$45M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$39.9M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$27.8M |
| 5 |
LPL Financial
San Diego,
California
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$2.86M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$2.3M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$1.37M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.17M |
| 5 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$1.09M |
FXZ Hedge Fund Activity: Q1 2022 in Review
146 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Materials AlphaDEX Fund (FXZ) for Q1 2022, worth a combined $1.47B — up 304% from $362M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new FXZ positions and 13 closed out — a net gain of 29 holders — while 58 added to existing stakes and 29 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $589M. The largest seller was Fulcrum Equity Management, cutting an estimated $2.86M.
- 146 institutional investors held First Trust Materials AlphaDEX Fund (FXZ) as of Q1 2022, up from 119 in Q4 2021.
- Funds reported $1.47B of First Trust Materials AlphaDEX Fund stock for Q1 2022, up 304% quarter-over-quarter.
- 42 funds opened new First Trust Materials AlphaDEX Fund positions in Q1 2022 and 13 closed out, a net change of +29 holders.
- The largest First Trust Materials AlphaDEX Fund buyer in Q1 2022 was First Trust Advisors, an estimated $589M added.
- The largest First Trust Materials AlphaDEX Fund seller in Q1 2022 was Fulcrum Equity Management, an estimated $2.86M sold.
Based on aggregated 13F filings for Q1 2022.