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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

73 hedge funds and large institutions have $146M invested in First Trust Materials AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
23
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIM
Astor Investment Management
Illinois
+$7.09M
2
LPL Financial
LPL Financial
California
+$1.75M
3
GFPC
Global Financial Private Capital
Florida
+$1.53M
4
Wells Fargo
Wells Fargo
California
+$1.1M
5
AW
ACG Wealth
Georgia
+$878K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$15M
2
VF
Virtu Financial
New York
-$2.35M
3
Bank of America
Bank of America
North Carolina
-$2.22M
4
AA
Advisory Alpha
Michigan
-$1.81M
5
HH
Hilltop Holdings
Texas
-$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$111K -$3.93K -95 -3%
ACM
52
Aviance Capital Management
Florida
$107K -$28.8K -699 -21%
PA
53
Parallel Advisors
California
$96K +$12K +290 +14%
SAM
54
Shamrock Asset Management
Texas
$91K -$38.8K -933 -30%
Citigroup
55
Citigroup
New York
$88K -$6.1K -148 -6%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$83K – – –
CFGS
57
Concourse Financial Group Securities
Alabama
$70K +$70K +1,694 New
GWM
58
Geneos Wealth Management
Colorado
$50K +$7.18K +175 +17%
UBS AM
59
UBS AM
Illinois
$44.3K – – –
APA
60
American Portfolios Advisors
New York
$37.2K – – –
SWM
61
SeaCrest Wealth Management
New York
$33K – – –
ASN
62
Advisory Services Network
Georgia
$17K – – –
S
63
SignatureFD
Georgia
$14K – – –
Deutsche Bank
64
Deutsche Bank
Germany
$10K – – –
WWM
65
Wagner Wealth Management
South Carolina
$10K – – –
WF
66
WealthTrust Fairport
Ohio
$8K – – –
WIM
67
Westside Investment Management
California
$7.64K – – –
NC
68
NewSquare Capital
Pennsylvania
$6K – – –
AA
69
Advisory Alpha
Michigan
$5K -$1.81M -50,423 -100%
PCG
70
Private Capital Group
Connecticut
$5K +$5K +125 New
CF
71
Centaurus Financial
California
$276 -$282K -7,144 -100%
VF
72
Virtu Financial
New York
– -$2.35M -56,196 Closed
HH
73
Hilltop Holdings
Texas
– -$1.81M -43,192 Closed
TCM
74
Telos Capital Management
California
– -$1.63M -38,847 Closed
VCM
75
Virtue Capital Management
Tennessee
– -$1.4M -33,567 Closed
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