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First Trust Materials AlphaDEX Fund

149 hedge funds and large institutions have $403M invested in First Trust Materials AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 86 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-35
Holders Change %
-19.02%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.02%
New
15
Increased
25
Reduced
86
Closed
48
Calls
Puts
$298K
Net Calls
-$298K
Net Calls Change
-$298K
Name Holding Trade Value Shares
Change
Shares
Change %
PPWM
26
Paragon Private Wealth Management
Kentucky
$3.69M -$177K -2,759 -5%
Goldman Sachs
27
Goldman Sachs
New York
$3.23M -$1.64M -25,625 -34%
NA
28
NewEdge Advisors
Louisiana
$3.19M -$13.6M -211,926 -81%
CAN
29
Cetera Advisor Networks
California
$3.06M +$347K +5,399 +13%
E
30
ETFidea
New York
$3.04M +$83.3K +1,298 +3%
MIH
31
Meitav Investment House
Israel
$2.8M +$1.41M +22,122 +102%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.77M -$838K -13,047 -23%
KPWS
33
Kestra Private Wealth Services
Texas
$2.59M -$1M -15,629 -28%
Jane Street
34
Jane Street
New York
$2.57M +$1.86M +29,012 +264%
FWA
35
FOCUS Wealth Advisors
Texas
$2.5M -$187K -2,917 -7%
PWM
36
Purus Wealth Management
California
$2.25M +$606K +9,442 +37%
HF
37
HRT Financial
New York
$1.97M +$1.97M +30,748 New
DADC
38
D.A. Davidson & Co
Montana
$1.94M -$8.35M -130,122 -81%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.91M -$1.39M -21,620 -42%
GA
40
Gateway Advisory
New Jersey
$1.86M +$54.8K +853 +3%
Two Sigma Investments
41
Two Sigma Investments
New York
$1.58M +$1.58M +24,600 New
HI
42
Harbour Investments
Wisconsin
$1.53M -$405K -6,309 -21%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$1.18M -$343K -5,340 -23%
DWMG
44
DB Wealth Management Group
California
$1.13M -$97.8K -1,523 -8%
PAG
45
Private Advisor Group
New Jersey
$1.13M -$1.86M -28,912 -62%
KNW
46
Kesler Norman & Wride
Utah
$1.11M -$3.85K -60 -0.3%
FTUS
47
Flow Traders U.S.
New York
$1.11M +$1.11M +17,302 New
MPW
48
Monterey Private Wealth
California
$980K -$21.4K -334 -2%
OC
49
Oppenheimer & Co
New York
$879K -$977K -15,224 -53%
QCIG
50
Quad-Cities Investment Group
Iowa
$868K -$15.9K -247 -2%