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First Trust Materials AlphaDEX Fund

92 hedge funds and large institutions have $127M invested in First Trust Materials AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$805K
KNW
27
Kesler Norman & Wride
Utah
$745K
PAG
28
Private Advisor Group
New Jersey
$734K
MML Investors Services
29
MML Investors Services
Massachusetts
$729K
OC
30
Oppenheimer & Co
New York
$627K
QCIG
31
Quad-Cities Investment Group
Iowa
$548K
Creative Planning
32
Creative Planning
Kansas
$532K
Citadel Advisors
33
Citadel Advisors
Florida
$470K
SPWM
34
Schrum Private Wealth Management
Florida
$440K
IAIM
35
International Assets Investment Management
Florida
$405K
FFA
36
Farther Finance Advisors
California
$404K
AF
37
Apollon Financial
South Carolina
$389K
HighTower Advisors
38
HighTower Advisors
Illinois
$373K
MWM
39
Modern Wealth Management
Kansas
$357K
GWM
40
Geneos Wealth Management
Colorado
$341K
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$331K
CA
42
CoreCap Advisors
Michigan
$288K
BAM
43
Belpointe Asset Management
Nevada
$285K
FCA
44
Fortis Capital Advisors
Kansas
$285K
Jones Financial Companies
45
Jones Financial Companies
Missouri
$276K
WS
46
Wedbush Securities
California
$246K
MOS
47
MGO One Seven
Ohio
$238K
RFA
48
ROI Financial Advisors
Oregon
$237K
WFA
49
WMG Financial Advisors
Tennessee
$234K
AFG
50
Arkansas Financial Group
Arkansas
$233K