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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

80 hedge funds and large institutions have $202M invested in First Trust Materials AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+14
Holders Change %
+21.21%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
22
Increased
22
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
Navellier & Associates
Nevada
+$4.19M
2
HighTower Advisors
HighTower Advisors
Illinois
+$3.34M
3
KCM
Karp Capital Management
California
+$2.8M
4
Wells Fargo
Wells Fargo
California
+$1.99M
5
AI
Atria Investments
North Carolina
+$1.93M

Top Sellers

1
BTS
BB&T Securities
Virginia
-$7.66M
2
Bank of America
Bank of America
North Carolina
-$6.75M
3
FHA
First Horizon Advisors
Tennessee
-$3.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.5M
5
PFA
Pinnacle Family Advisors
Missouri
-$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
51
Virtu KCG Holdings
New York
$356K +$356K +9,394 New
BTS
52
BB&T Securities
Virginia
$338K -$7.66M -202,769 -96%
PFS
53
Prospera Financial Services
Texas
$332K -$57K -1,514 -15%
WP
54
WealthSource Partners
California
$320K +$320K +8,461 New
CC
55
Cedar Capital
Illinois
$293K -$910 -24 -0.3%
SWP
56
Stratos Wealth Partners
Ohio
$289K -$8.04K -212 -3%
TSS
57
Two Sigma Securities
New York
$252K +$252K +6,653 New
WI
58
Wintrust Investments
Illinois
$229K +$1.14K +30 +0.5%
CI
59
Cavalier Investments
Georgia
$229K +$229K +6,037 New
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$211K +$211K +5,571 New
AG
61
Advisor Group
Arizona
$206K +$15.1K +398 +8%
FHA
62
First Horizon Advisors
Tennessee
$192K -$3.9M -103,221 -95%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$153K +$19.5K +513 +15%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$151K – – –
RFWA
65
RPg Family Wealth Advisory
Massachusetts
$81K +$36K +951 +80%
SPIA
66
Steward Partners Investment Advisory
New York
$64K +$64K +1,697 New
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50K -$4.76K -125 -9%
UBS AM
68
UBS AM
Illinois
$40.5K – – –
GWM
69
Geneos Wealth Management
Colorado
$34K +$10.2K +275 +43%
WA
70
WFG Advisors
Texas
$28K – – –
Citigroup
71
Citigroup
New York
$24K -$347K -9,100 -94%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$19K +$19K +500 New
IPC
73
Independent Portfolio Consultants
Florida
$19K +$19K +505 New
ASN
74
Advisory Services Network
Georgia
$9K +$9K +226 New
WIM
75
Westside Investment Management
California
$6.9K +$6.9K +184 New
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