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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

48 hedge funds and large institutions have $379M invested in First Trust Materials AlphaDEX Fund in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+9
Holders Change %
+23.08%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
14
Increased
22
Reduced
8
Closed
4
Calls
$314K
Puts
–
Net Calls
+$314K
Net Calls Change
+$314K

Top Buyers

1
FSIM
F-Squared Investment Management
Massachusetts
+$114M
2
U
UBS
Switzerland
+$9.8M
3
BTS
BB&T Securities
Virginia
+$6.72M
4
Wells Fargo
Wells Fargo
California
+$5.77M
5
Morgan Stanley
Morgan Stanley
New York
+$5.53M

Top Sellers

1
NA
Navellier & Associates
Nevada
-$65.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$965K
3
PFS
Prospera Financial Services
Texas
-$729K
4
JG
Jefferies Group
New York
-$614K
5
HighTower Advisors
HighTower Advisors
Illinois
-$521K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
51
Kessler Investment Group
Indiana
– -$20K -692 Closed
SMA
52
Simply Money Advisors
Ohio
– -$7K -230 Closed
1 2
3