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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

48 hedge funds and large institutions have $27.6M invested in First Trust Materials AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-23
Holders Change %
-32.39%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
13
Reduced
17
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.43M
2
Morgan Stanley
Morgan Stanley
New York
+$660K
3
TRCT
Tower Research Capital (TRC)
New York
+$256K
4
KPW
Kore Private Wealth
New York
+$196K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$188K

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$14.6M
2
NA
Navellier & Associates
Nevada
-$11.4M
3
VCM
Virtue Capital Management
Tennessee
-$3.92M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.28M
5
CW
CreativeOne Wealth
Kansas
-$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
– -$2.28M -56,829 Closed
CW
52
CreativeOne Wealth
Kansas
– -$2.18M -54,409 Closed
FEG
53
Financial Enhancement Group
Indiana
– -$1.88M -46,942 Closed
BCM
54
Barometer Capital Management
Ontario, Canada
– -$1.39M -34,800 Closed
RJFSA
55
Raymond James Financial Services Advisors
Florida
– -$1.12M -28,024 Closed
OAM
56
Occidental Asset Management
California
– -$1.07M -26,719 Closed
Baird Financial Group
57
Baird Financial Group
Wisconsin
– -$1.04M -25,870 Closed
AA
58
Advisory Alpha
Michigan
– -$931K -23,661 Closed
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
– -$623K -15,541 Closed
AWM
60
AE Wealth Management
Kansas
– -$511K -12,761 Closed
HighTower Advisors
61
HighTower Advisors
Illinois
– -$420K -10,489 Closed
SS
62
Simplicity Solutions
Minnesota
– -$407K -10,170 Closed
LFAS
63
Level Four Advisory Services
Texas
– -$273K -6,768 Closed
CF
64
Centaurus Financial
California
– -$241K -6,006 Closed
PAG
65
Private Advisor Group
New Jersey
– -$228K -5,690 Closed
PSF
66
Pacific Sun Financial
California
– -$202K -5,045 Closed
SAM
67
SignalPoint Asset Management
Missouri
– -$202K -5,039 Closed
WQ
68
Wealth Quarterback
New Jersey
– -$54 -1,810 Closed
FHA
69
First Horizon Advisors
Tennessee
– -$7K -174 Closed
NC
70
NewSquare Capital
Pennsylvania
– -$6K -152 Closed
RFM
71
Royal Fund Management
Florida
– -$4K -107 Closed
CAAS
72
Capital Asset Advisory Services
Michigan
– -$2K -50 Closed
GFPC
73
Global Financial Private Client
Florida
– -$761 -19 Closed
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