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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

119 hedge funds and large institutions have $161M invested in First Trust Materials AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
32
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.2M
2
PCH
PGIM Custom Harvest
New Jersey
+$1.96M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.7M
4
CPG
Cornerstone Planning Group
New Jersey
+$1.22M
5
Goldman Sachs
Goldman Sachs
New York
+$781K

Top Sellers

1
FWA
FOCUS Wealth Advisors
Texas
-$3.88M
2
Morgan Stanley
Morgan Stanley
New York
-$2M
3
Wells Fargo
Wells Fargo
California
-$1.96M
4
Bank of America
Bank of America
North Carolina
-$1.82M
5
LPL Financial
LPL Financial
California
-$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
26
GTS Securities
New York
$1.03M +$641K +11,283 +165%
PWM
27
Purus Wealth Management
California
$978K -$1.02M -17,887 -51%
PAG
28
Private Advisor Group
New Jersey
$896K +$127K +2,238 +17%
KNW
29
Kesler Norman & Wride
Utah
$738K -$284 -5 -0%
TRCT
30
Tower Research Capital (TRC)
New York
$730K +$658K +11,579 +917%
MML Investors Services
31
MML Investors Services
Massachusetts
$685K +$47.9K +843 +8%
CWA
32
Capital Wealth Alliance
Arizona
$683K +$313K +5,509 +85%
KAS
33
Kestra Advisory Services
Texas
$641K +$99.6K +1,753 +18%
QCIG
34
Quad-Cities Investment Group
Iowa
$577K -$78.3K -1,378 -12%
IAA
35
Independent Advisor Alliance
North Carolina
$572K +$572K +10,066 New
IAIM
36
International Assets Investment Management
Florida
$555K +$555K +9,888 New
TSS
37
Two Sigma Securities
New York
$536K +$536K +9,435 New
LWP
38
LeClair Wealth Partners
Ohio
$531K +$531K +9,348 New
Two Sigma Investments
39
Two Sigma Investments
New York
$528K -$39.8K -700 -7%
MPW
40
Monterey Private Wealth
California
$517K -$102K -1,793 -16%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$511K -$1.6M -28,187 -76%
AF
42
Apollon Financial
South Carolina
$496K -$41.2K -725 -8%
MIH
43
Meitav Investment House
Israel
$494K – – –
RFA
44
ROI Financial Advisors
Oregon
$479K +$3.69K +65 +0.8%
SPWM
45
Schrum Private Wealth Management
Florida
$439K -$269K -4,730 -38%
NA
46
NewEdge Advisors
Louisiana
$429K -$19.1K -337 -4%
FHC
47
First Heartland Consultants
Missouri
$427K -$15.9K -280 -4%
SWM
48
Spire Wealth Management
Virginia
$406K – – –
HighTower Advisors
49
HighTower Advisors
Illinois
$401K -$60.1K -1,058 -13%
MWM
50
Modern Wealth Management
Kansas
$368K +$368K +6,471 New
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