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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

70 hedge funds and large institutions have $124M invested in First Trust Materials AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+19
Holders Change %
+37.25%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
24
Increased
23
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$11.1M
2
Morgan Stanley
Morgan Stanley
New York
+$11.1M
3
VCM
Virtue Capital Management
Tennessee
+$3.83M
4
Bank of America
Bank of America
North Carolina
+$2.85M
5
Goldman Sachs
Goldman Sachs
New York
+$2.4M

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$1.13M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.11M
3
NA
Navellier & Associates
Nevada
-$865K
4
Citadel Advisors
Citadel Advisors
Florida
-$784K
5
FTUS
Flow Traders U.S.
New York
-$640K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
51
Money Concepts Capital
Florida
$90K +$90K +1,862 New
AP
52
Advisors Preferred
Maryland
$83K +$83K +1,753 New
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$81K – – –
PA
54
Parallel Advisors
California
$77K -$6K -125 -7%
BEI
55
Benjamin Edwards Inc
Missouri
$73K -$479 -10 -0.7%
APA
56
American Portfolios Advisors
New York
$71.5K +$4.67K +97 +7%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$57K +$145 +3 +0.3%
NFG
58
Next Financial Group
Texas
$53K -$26.8K -558 -34%
CFGS
59
Concourse Financial Group Securities
Alabama
$35K +$29.3K +616 +513%
QCG
60
Quadrant Capital Group
Ohio
$27K +$48 +1 +0.2%
AF
61
Allworth Financial
California
$24K – – –
FFG
62
Fortem Financial Group
California
$17K +$17K +350 New
S
63
SignatureFD
Georgia
$16K – – –
TAM
64
Tucker Asset Management
Colorado
$13.7K +$13.7K +285 New
ASN
65
Advisory Services Network
Georgia
$12K – – –
SFS
66
Sowell Financial Services
Arkansas
$12K – – –
HCP
67
Hexagon Capital Partners
Arkansas
$12K – – –
TRCT
68
Tower Research Capital (TRC)
New York
$5K -$550K -10,998 -99%
CAAS
69
Capital Asset Advisory Services
Michigan
$2K – – –
WIM
70
Westside Investment Management
California
$4 – – –
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
– -$1.11M -29,693 Closed
Citadel Advisors
72
Citadel Advisors
Florida
– -$784K -20,891 Closed
FTUS
73
Flow Traders U.S.
New York
– -$640K -17,047 Closed
Citigroup
74
Citigroup
New York
– -$8K -200 Closed
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