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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

167 hedge funds and large institutions have $1.15B invested in First Trust Materials AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 70 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+14
Holders Change %
+9.15%
% of All Funds
2.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
52
Reduced
70
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$557M
2
FEG
Financial Enhancement Group
Indiana
$4.2M
3
UBS Group
UBS Group
Switzerland
$16.5M
4
GA
Gateway Advisory
New Jersey
$1.44M
5
Goldman Sachs
Goldman Sachs
New York
$5.18M

Top Sellers

1
NC
NewSquare Capital
Pennsylvania
$5.81M
2
RJA
Raymond James & Associates
Florida
$24.9M
3
LPL Financial
LPL Financial
California
$36.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.05M
5
Ameriprise
Ameriprise
Minnesota
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$5.05M -$1.01M -16,698 -17%
MML Investors Services
27
MML Investors Services
Massachusetts
$4.86M +$147K +2,430 +3%
FEG
28
Financial Enhancement Group
Indiana
$4.2M +$4.2M +60,283 +1,507,075%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$4.05M -$9.16M -151,236 -69%
PPWM
30
Paragon Private Wealth Management
Kentucky
$4.01M +$137K +2,268 +4%
NA
31
NewEdge Advisors
Louisiana
$3.92M +$743K +40,228 +23%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$3.69M -$538K -8,879 -13%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$3.1M -$267K -4,407 -8%
E
34
ETFidea
New York
$2.82M +$12K +198 +0.4%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$2.75M -$158K -2,603 -5%
MIH
36
Meitav Investment House
Israel
$2.7M -$3.29K -54 -0.1%
FWA
37
FOCUS Wealth Advisors
Texas
$2.56M -$4.42K -73 -0.2%
KPWS
38
Kestra Private Wealth Services
Texas
$2.44M -$3.82K -63 -0.2%
HighTower Advisors
39
HighTower Advisors
Illinois
$2.2M -$1.86M -30,631 -46%
MWM
40
MinichMacGregor Wealth Management
New York
$2.16M -$108K -1,784 -5%
CAN
41
Cetera Advisor Networks
California
$2.12M +$98K +1,617 +5%
Bank of Nova Scotia
42
Bank of Nova Scotia
Ontario, Canada
$1.98M -$312K -5,150 -14%
OC
43
Oppenheimer & Co
New York
$1.88M +$120K +1,983 +7%
HI
44
Harbour Investments
Wisconsin
$1.81M +$57.4K +947 +3%
TRCT
45
Tower Research Capital (TRC)
New York
$1.72M -$1.9M -31,308 -52%
Citadel Advisors
46
Citadel Advisors
Florida
$1.68M -$2.34M -38,547 -58%
TFA
47
Transamerica Financial Advisors
Florida
$1.63M -$1.03M -17,037 -39%
PWM
48
Purus Wealth Management
California
$1.57M -$2.3K -38 -0.1%
MOS
49
MGO One Seven
Ohio
$1.54M -$83.7K -1,381 -5%
GA
50
Gateway Advisory
New Jersey
$1.44M +$1.44M +23,692 New
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