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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

123 hedge funds and large institutions have $224M invested in First Trust Materials AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-7
Holders Change %
-5.38%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
31
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$2.4M
2
UBS Group
UBS Group
Switzerland
+$2.06M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.53M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.16M
5
Citadel Advisors
Citadel Advisors
Florida
+$639K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.21M
2
RJA
Raymond James & Associates
Florida
-$3.73M
3
Morgan Stanley
Morgan Stanley
New York
-$3.41M
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$3M
5
Bank of America
Bank of America
North Carolina
-$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
26
GTS Securities
New York
$1.86M -$674K -10,405 -27%
HI
27
Harbour Investments
Wisconsin
$1.58M +$87K +1,342 +6%
SA
28
Sanctuary Advisors
Indiana
$1.42M +$1.42M +20,920 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.32M -$43.2K -666 -3%
MIH
30
Meitav Investment House
Israel
$1.25M – – –
KNW
31
Kesler Norman & Wride
Utah
$842K -$25.9K -400 -3%
MPW
32
Monterey Private Wealth
California
$773K -$15K -232 -2%
HA
33
HFG Advisors
Ohio
$769K +$778 +12 +0.1%
QCIG
34
Quad-Cities Investment Group
Iowa
$756K +$519 +8 +0.1%
CWA
35
Capital Wealth Alliance
Arizona
$739K -$207K -3,188 -22%
IAIM
36
International Assets Investment Management
Florida
$739K -$188K -2,905 -20%
KAS
37
Kestra Advisory Services
Texas
$732K +$4.73K +73 +0.7%
PAG
38
Private Advisor Group
New Jersey
$725K +$27.3K +421 +4%
AF
39
Apollon Financial
South Carolina
$690K +$454 +7 +0.1%
Two Sigma Investments
40
Two Sigma Investments
New York
$681K -$162K -2,500 -19%
MML Investors Services
41
MML Investors Services
Massachusetts
$675K +$20K +308 +3%
HighTower Advisors
42
HighTower Advisors
Illinois
$670K -$72K -1,112 -10%
OFS
43
OneAscent Financial Services
Alabama
$616K +$616K +9,498 New
WSFG
44
Wall Street Financial Group
Illinois
$580K +$580K +8,952 New
NS
45
NBC Securities
Alabama
$573K -$43K -663 -7%
SFPG
46
Stonebridge Financial Planning Group
Florida
$560K +$1.36K +21 +0.2%
NA
47
NewEdge Advisors
Louisiana
$524K -$63.5K -979 -11%
RFA
48
ROI Financial Advisors
Oregon
$517K +$13.4K +207 +3%
SPWM
49
Schrum Private Wealth Management
Florida
$501K – – –
TRCT
50
Tower Research Capital (TRC)
New York
$479K -$160K -2,469 -25%
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