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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

71 hedge funds and large institutions have $87.6M invested in First Trust Materials AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+10
Holders Change %
+16.39%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
19
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEM
Fulcrum Equity Management
Texas
+$14.6M
2
NA
Navellier & Associates
Nevada
+$11.4M
3
CW
CreativeOne Wealth
Kansas
+$2.18M
4
FEG
Financial Enhancement Group
Indiana
+$1.88M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.57M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.84M
2
Morgan Stanley
Morgan Stanley
New York
-$1.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.23M
4
Goldman Sachs
Goldman Sachs
New York
-$888K
5
Wells Fargo
Wells Fargo
California
-$812K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$58K -$4.01K -100 -6%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$55K -$9.9K -246 -15%
GWM
53
Geneos Wealth Management
Colorado
$48K – – –
APA
54
American Portfolios Advisors
New York
$41.9K +$12.1K +303 +41%
QCG
55
Quadrant Capital Group
Ohio
$24K +$24K +643 New
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$20K – – –
AF
57
Allworth Financial
California
$20K – – –
LFG
58
LifePlan Financial Group
Ohio
$17K – – –
S
59
SignatureFD
Georgia
$14K – – –
OPS
60
Orion Portfolio Solutions
Nebraska
$12K +$12K +300 New
ASN
61
Advisory Services Network
Georgia
$10K – – –
CFGS
62
Concourse Financial Group Securities
Alabama
$10K +$4.74K +120 +90%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$7K -$365K -9,545 -98%
FHA
64
First Horizon Advisors
Tennessee
$7K +$7K +174 New
NC
65
NewSquare Capital
Pennsylvania
$6K – – –
RFM
66
Royal Fund Management
Florida
$4K – – –
GFPC
67
Global Financial Private Capital
Florida
$3K – – –
CAAS
68
Capital Asset Advisory Services
Michigan
$2K +$2K +50 New
GFPC
69
Global Financial Private Client
Florida
$761 +$761 +19 New
WQ
70
Wealth Quarterback
New Jersey
$54 +$54 +1,810 New
Citadel Advisors
71
Citadel Advisors
Florida
– -$1.84M -49,343 Closed
AW
72
ACG Wealth
Georgia
– -$653K -17,525 Closed
PFS
73
Prospera Financial Services
Texas
– -$402K -10,795 Closed
AIC
74
Ameritas Investment Company
Nebraska
– -$97K -2,609 Closed
UBS AM
75
UBS AM
Illinois
– -$24.8K -665 Closed
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