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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

184 hedge funds and large institutions have $1.44B invested in First Trust Materials AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+17
Holders Change %
+10.18%
% of All Funds
2.94%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
35
Increased
72
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$70.9M
2
Wells Fargo
Wells Fargo
California
+$20.9M
3
Morgan Stanley
Morgan Stanley
New York
+$14.6M
4
AWM
AE Wealth Management
Kansas
+$13.2M
5
DADC
D.A. Davidson & Co
Montana
+$10.2M

Top Sellers

1
FEG
Financial Enhancement Group
Indiana
-$4.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.87M
3
UBS Group
UBS Group
Switzerland
-$2.3M
4
MIH
Meitav Investment House
Israel
-$1.42M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$6.62M +$20.4K +312 +0.3%
CWP
27
Cyndeo Wealth Partners
Florida
$6.48M -$9.08K -139 -0.1%
SPC
28
Sigma Planning Corp
Michigan
$6.4M +$6.4M +97,988 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$5.51M +$2.54M +38,914 +86%
NC
30
NewSquare Capital
Pennsylvania
$5.15M -$1.1M -16,905 -18%
MML Investors Services
31
MML Investors Services
Massachusetts
$5.04M -$193K -2,958 -4%
Goldman Sachs
32
Goldman Sachs
New York
$4.96M -$621K -9,504 -11%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$4.04M -$330K -5,051 -8%
PPWM
34
Paragon Private Wealth Management
Kentucky
$3.94M -$382K -5,855 -9%
MWM
35
MinichMacGregor Wealth Management
New York
$3.92M +$1.59M +24,280 +68%
FMP
36
Financial Management Professionals
Texas
$3.78M +$3.77M +57,733 +44,071%
NA
37
Navellier & Associates
Nevada
$3.75M +$3.75M +57,459 New
HighTower Advisors
38
HighTower Advisors
Illinois
$3.66M +$1.31M +20,013 +55%
KPWS
39
Kestra Private Wealth Services
Texas
$3.65M +$1.02M +15,588 +39%
GIA
40
Gladstone Institutional Advisory
Florida
$3.52M +$2.98M +45,658 +551%
TRCT
41
Tower Research Capital (TRC)
New York
$3.51M +$1.65M +25,308 +89%
NP
42
Nilsine Partners
Colorado
$3.49M +$3.49M +53,448 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$3.35M +$16.7K +256 +0.5%
FEM
44
Fulcrum Equity Management
Texas
$3.08M +$3.08M +47,194 New
PAG
45
Private Advisor Group
New Jersey
$3.04M +$2.07M +31,721 +215%
E
46
ETFidea
New York
$3.01M -$30.2K -463 -1%
CAN
47
Cetera Advisor Networks
California
$2.76M +$484K +7,404 +21%
FWA
48
FOCUS Wealth Advisors
Texas
$2.73M -$21.8K -334 -0.8%
Citadel Advisors
49
Citadel Advisors
Florida
$2.5M +$690K +10,568 +38%
KAS
50
Kestra Advisory Services
Texas
$2.13M +$1.29M +19,686 +153%
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