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First Trust Materials AlphaDEX Fund
FXZ
FXZ
114 hedge funds and large institutions have $244M invested in First Trust Materials AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
520% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 5
87% more capital invested
Capital invested by funds: $130M → $244M (+$114M)
25% more funds holding
Funds holding: 91 → 114 (+23)
21% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 28
8.72% more ownership
Funds ownership: 61.52% → 70.23% (+8.7%)
Holders
114
Holders Change
+23
Holders Change %
+25.27%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
34
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$21.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.57M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.14M |
| 4 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$6.92M |
| 5 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$6.8M |
Top Sellers
| 1 |
SF
Summit Financial
Parsippany,
New Jersey
|
-$4.04M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$2.45M |
| 3 |
Goldman Sachs
New York
|
-$986K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$681K |
| 5 |
GS
GTS Securities
New York
|
-$540K |
