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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

142 hedge funds and large institutions have $317M invested in First Trust Materials AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
24
Reduced
73
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$59.5M
2
UBS Group
UBS Group
Switzerland
$14.5M
3
GS
GTS Securities
New York
$1.88M
4
Two Sigma Investments
Two Sigma Investments
New York
$1.04M
5
CPG
Cornerstone Planning Group
New Jersey
$7.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$19.5M
2
IAIM
International Assets Investment Management
Florida
$1.14M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.04M
4
CA
Crumly & Associates
Illinois
$0
5
RJA
Raymond James & Associates
Florida
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
26
Purus Wealth Management
California
$2.37M -$31.7K -459 -1%
CAN
27
Cetera Advisor Networks
California
$2.2M -$267K -3,867 -11%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$2.13M +$7.38K +107 +0.3%
GS
29
GTS Securities
New York
$1.88M +$1.88M +27,315 New
HighTower Advisors
30
HighTower Advisors
Illinois
$1.86M -$228K -3,305 -11%
HI
31
Harbour Investments
Wisconsin
$1.64M +$26K +377 +2%
MIH
32
Meitav Investment House
Israel
$1.33M -$1.67M -24,186 -56%
IAIM
33
International Assets Investment Management
Florida
$1.14M -$9.15M -132,743 -89%
DWMG
34
DB Wealth Management Group
California
$1.1M -$73.6K -1,067 -6%
Two Sigma Investments
35
Two Sigma Investments
New York
$1.04M +$1.04M +15,087 New
FTUS
36
Flow Traders U.S.
New York
$955K -$1.21M -17,578 -56%
AWM
37
AE Wealth Management
Kansas
$926K +$42.5K +642 +5%
KNW
38
Kesler Norman & Wride
Utah
$925K -$231K -3,344 -20%
Citadel Advisors
39
Citadel Advisors
Florida
$910K -$3.26M -47,244 -78%
MPW
40
Monterey Private Wealth
California
$909K -$139K -2,017 -13%
QCIG
41
Quad-Cities Investment Group
Iowa
$882K -$13.4K -198 -2%
NS
42
NBC Securities
Alabama
$819K -$66.5K -964 -8%
HA
43
HFG Advisors
Ohio
$814K +$17.1K +248 +2%
PAG
44
Private Advisor Group
New Jersey
$770K +$46.5K +675 +6%
NA
45
NewEdge Advisors
Louisiana
$766K -$375K -5,435 -33%
JWCA
46
J.W. Cole Advisors
Florida
$747K -$18K -261 -2%
AF
47
Apollon Financial
South Carolina
$733K +$733K +10,627 New
CWA
48
Capital Wealth Alliance
Arizona
$706K +$552 +8 +0.1%
KAS
49
Kestra Advisory Services
Texas
$699K -$58.9K -854 -8%
PCH
50
PGIM Custom Harvest
New Jersey
$658K +$31.2K +452 +5%
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