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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

143 hedge funds and large institutions have $334M invested in First Trust Materials AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-6
Holders Change %
-4.03%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
29
Reduced
75
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$8.61M
2
IAIM
International Assets Investment Management
Florida
+$6.21M
3
NA
Navellier & Associates
Nevada
+$3.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.98M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.95M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.6M
2
Morgan Stanley
Morgan Stanley
New York
-$9.11M
3
Ameriprise
Ameriprise
Minnesota
-$6.38M
4
Wells Fargo
Wells Fargo
California
-$6.24M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
E
26
ETFidea
New York
$2.94M -$37.3K -592 -1%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.94M +$2.38M +37,782 +428%
MIH
28
Meitav Investment House
Israel
$2.75M -$23K -364 -0.8%
FWA
29
FOCUS Wealth Advisors
Texas
$2.45M -$2.71K -43 -0.1%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.35M -$1.82M -28,818 -44%
CAN
31
Cetera Advisor Networks
California
$2.25M -$757K -12,014 -25%
PWM
32
Purus Wealth Management
California
$2.2M -$8.7K -138 -0.4%
FTUS
33
Flow Traders U.S.
New York
$1.98M +$890K +14,123 +82%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$1.94M +$69.5K +1,102 +4%
GA
35
Gateway Advisory
New Jersey
$1.93M +$104K +1,648 +6%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.91M -$809K -12,812 -30%
TRCT
37
Tower Research Capital (TRC)
New York
$1.52M +$915K +14,515 +150%
HI
38
Harbour Investments
Wisconsin
$1.47M -$28.1K -445 -2%
DWMG
39
DB Wealth Management Group
California
$1.08M -$37.3K -592 -3%
KNW
40
Kesler Norman & Wride
Utah
$1.06M -$37.9K -601 -3%
NA
41
NewEdge Advisors
Louisiana
$1.04M -$2.09M -33,197 -67%
MPW
42
Monterey Private Wealth
California
$958K -$4.16K -66 -0.4%
CAG
43
Csenge Advisory Group
Florida
$883K +$289K +4,578 +49%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$852K -$305K -4,833 -26%
AWM
45
AE Wealth Management
Kansas
$841K +$214K +3,388 +34%
QCIG
46
Quad-Cities Investment Group
Iowa
$832K -$21.1K -334 -2%
NS
47
NBC Securities
Alabama
$809K +$809K +12,845 New
BCM
48
Barometer Capital Management
Ontario, Canada
$769K +$769K +12,200 New
HA
49
HFG Advisors
Ohio
$729K -$6.43K -102 -0.9%
NL
50
NWAM LLC
Washington
$709K -$5.11K -81 -0.7%
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