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First Trust Materials AlphaDEX Fund

102 hedge funds and large institutions have $136M invested in First Trust Materials AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-17
Holders Change %
-14.29%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
39
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
26
Purus Wealth Management
California
$936K -$18.4K -331 -2%
HAS
27
HBW Advisory Services
California
$890K +$890K +16,058 New
KNW
28
Kesler Norman & Wride
Utah
$723K +$2.77K +50 +0.4%
MML Investors Services
29
MML Investors Services
Massachusetts
$689K +$19.9K +358 +3%
KAS
30
Kestra Advisory Services
Texas
$653K +$27.9K +504 +4%
OC
31
Oppenheimer & Co
New York
$626K +$626K +11,284 New
GWM
32
Geneos Wealth Management
Colorado
$563K +$440K +7,938 +358%
QCIG
33
Quad-Cities Investment Group
Iowa
$534K -$30K -541 -5%
Creative Planning
34
Creative Planning
Kansas
$532K +$532K +9,587 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$527K -$1.63M -29,355 -76%
MPW
36
Monterey Private Wealth
California
$491K -$13K -235 -3%
LWP
37
LeClair Wealth Partners
Ohio
$480K -$38.3K -691 -7%
FFA
38
Farther Finance Advisors
California
$470K +$255K +4,614 +118%
AF
39
Apollon Financial
South Carolina
$449K -$35.5K -641 -7%
SPWM
40
Schrum Private Wealth Management
Florida
$429K
FHC
41
First Heartland Consultants
Missouri
$423K +$5.93K +107 +1%
CI
42
CX Institutional
Indiana
$412K +$412K +7,428 New
IAIM
43
International Assets Investment Management
Florida
$402K -$146K -2,636 -27%
SWM
44
Spire Wealth Management
Virginia
$397K
TRCT
45
Tower Research Capital (TRC)
New York
$393K -$319K -5,755 -45%
HighTower Advisors
46
HighTower Advisors
Illinois
$391K
NA
47
NewEdge Advisors
Louisiana
$390K -$28.9K -521 -7%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$367K -$133K -2,388 -27%
RFA
49
ROI Financial Advisors
Oregon
$363K -$104K -1,873 -22%
MWM
50
Modern Wealth Management
Kansas
$359K