First Trust Materials AlphaDEX Fund
FXZ
83 hedge funds and large institutions have $215M invested in First Trust Materials AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 7 closing their positions.
214% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 7
53% more capital invested
Capital invested by funds: $141M → $215M (+$74M)
50% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 20
22% more funds holding
Funds holding: 68 → 83 (+15)
8.45% more ownership
Funds ownership: 50.19% → 58.64% (+8.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$15.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.91M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
+$7.54M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$6.03M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.43M |
| 2 |
VF
Virtu Financial
New York
|
-$1.27M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$769K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$758K |
| 5 |
LPL Financial
San Diego,
California
|
-$611K |
FXZ Hedge Fund Activity: Q4 2017 in Review
83 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Materials AlphaDEX Fund (FXZ) for Q4 2017, worth a combined $215M — up 53% from $141M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FXZ positions and 7 closed out — a net gain of 15 holders — while 30 added to existing stakes and 20 trimmed.
The largest buyer was Wells Fargo, adding an estimated $15.5M. The largest seller was Cetera Advisors, cutting an estimated $1.43M.
- 83 institutional investors held First Trust Materials AlphaDEX Fund (FXZ) as of Q4 2017, up from 68 in Q3 2017.
- Funds reported $215M of First Trust Materials AlphaDEX Fund stock for Q4 2017, up 53% quarter-over-quarter.
- 22 funds opened new First Trust Materials AlphaDEX Fund positions in Q4 2017 and 7 closed out, a net change of +15 holders.
- The largest First Trust Materials AlphaDEX Fund buyer in Q4 2017 was Wells Fargo, an estimated $15.5M added.
- The largest First Trust Materials AlphaDEX Fund seller in Q4 2017 was Cetera Advisors, an estimated $1.43M sold.
Based on aggregated 13F filings for Q4 2017.