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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

118 hedge funds and large institutions have $206M invested in First Trust Materials AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
29
Reduced
61
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$6.16M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$7.87M
3
BCA
Bay Colony Advisors
Massachusetts
$1.7M
4
Citadel Advisors
Citadel Advisors
Florida
$2.84M
5
CPG
Cornerstone Planning Group
New Jersey
$8.86M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$15.1M
2
LPL Financial
LPL Financial
California
$18.8M
3
Stifel Financial
Stifel Financial
Missouri
$2.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$602K
5
UBS Group
UBS Group
Switzerland
$9.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
26
Sanctuary Advisors
Indiana
$1.69M +$326K +4,993 +24%
HI
27
Harbour Investments
Wisconsin
$1.53M -$108K -1,618 -7%
WSFG
28
Wall Street Financial Group
Illinois
$967K +$367K +5,470 +61%
PAG
29
Private Advisor Group
New Jersey
$907K +$158K +2,353 +21%
KNW
30
Kesler Norman & Wride
Utah
$871K – – –
SPWM
31
Schrum Private Wealth Management
Florida
$835K +$317K +4,730 +61%
HA
32
HFG Advisors
Ohio
$795K -$402 -6 -0.1%
QCIG
33
Quad-Cities Investment Group
Iowa
$774K -$7.64K -114 -1%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$771K -$592K -8,825 -43%
MML Investors Services
35
MML Investors Services
Massachusetts
$752K +$53.6K +799 +8%
MPW
36
Monterey Private Wealth
California
$730K -$70K -1,044 -9%
Two Sigma Investments
37
Two Sigma Investments
New York
$670K -$33.5K -500 -5%
KAS
38
Kestra Advisory Services
Texas
$639K -$119K -1,769 -16%
AF
39
Apollon Financial
South Carolina
$634K -$79.8K -1,190 -11%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$602K -$2.49M -37,177 -81%
MIH
41
Meitav Investment House
Israel
$583K -$711K -10,606 -55%
RFA
42
ROI Financial Advisors
Oregon
$560K +$25.7K +384 +5%
HighTower Advisors
43
HighTower Advisors
Illinois
$542K -$150K -2,239 -22%
NA
44
NewEdge Advisors
Louisiana
$529K -$13.3K -199 -2%
FHC
45
First Heartland Consultants
Missouri
$523K -$8.11K -121 -2%
NS
46
NBC Securities
Alabama
$493K -$99.3K -1,482 -17%
SWM
47
Spire Wealth Management
Virginia
$480K – – –
GS
48
GTS Securities
New York
$460K -$1.46M -21,793 -76%
FTUS
49
Flow Traders U.S.
New York
$439K +$439K +6,541 New
CWA
50
Capital Wealth Alliance
Arizona
$436K -$328K -4,898 -43%
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