First Trust Materials AlphaDEX Fund
FXZ
45 hedge funds and large institutions have $51.5M invested in First Trust Materials AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 10 closing their positions.
86% more capital invested
Capital invested by funds: $27.6M → $51.5M (+$23.9M)
13.04% more ownership
Funds ownership: 42.94% → 55.99% (+13%)
6% less funds holding
Funds holding: 48 → 45 (-3)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
61% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$6.76M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
+$6.33M |
| 3 |
SL
Savior LLC
Wellesley Hills,
Massachusetts
|
+$5.39M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.02M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$979K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.31M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$919K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$908K |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$798K |
| 5 |
Jane Street
New York
|
-$409K |
FXZ Hedge Fund Activity: Q2 2020 in Review
45 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in First Trust Materials AlphaDEX Fund (FXZ) for Q2 2020, worth a combined $51.5M — up 86% from $27.6M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of FXZ and 7 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 7 added.
The largest buyer was Fulcrum Equity Management, opening a new position worth an estimated $6.76M. The largest seller was Citadel Advisors, cutting an estimated $1.31M.
- 45 institutional investors held First Trust Materials AlphaDEX Fund (FXZ) as of Q2 2020, down from 48 in Q1 2020.
- Funds reported $51.5M of First Trust Materials AlphaDEX Fund stock for Q2 2020, up 86% quarter-over-quarter.
- 7 funds opened new First Trust Materials AlphaDEX Fund positions in Q2 2020 and 10 closed out, a net change of -3 holders.
- The largest First Trust Materials AlphaDEX Fund buyer in Q2 2020 was Fulcrum Equity Management, an estimated $6.76M added.
- The largest First Trust Materials AlphaDEX Fund seller in Q2 2020 was Citadel Advisors, an estimated $1.31M sold.
Based on aggregated 13F filings for Q2 2020.