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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

80 hedge funds and large institutions have $195M invested in First Trust Materials AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+10
Holders Change %
+14.29%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
23
Increased
32
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$14.3M
2
Morgan Stanley
Morgan Stanley
New York
+$13.6M
3
Bank of America
Bank of America
North Carolina
+$7.51M
4
LPL Financial
LPL Financial
California
+$5.62M
5
FMP
Financial Management Professionals
Texas
+$5.43M

Top Sellers

1
IPW
IronBridge Private Wealth
Texas
-$7.37M
2
FEM
Fulcrum Equity Management
Texas
-$6.72M
3
NA
Navellier & Associates
Nevada
-$6.43M
4
SWP
Stratos Wealth Partners
Ohio
-$2.96M
5
SMF
Sterling Manor Financial
New York
-$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
51
Clarus Wealth Advisors
Arizona
$218K -$29.8K -535 -12%
FAM
52
Flaharty Asset Management
Florida
$213K +$213K +3,860 New
CFGS
53
Concourse Financial Group Securities
Alabama
$205K +$164K +2,984 +405%
SPIA
54
Steward Partners Investment Advisory
New York
$183K +$7.67K +139 +4%
GWM
55
Geneos Wealth Management
Colorado
$132K -$4.45K -77 -3%
IA
56
IFP Advisors
Florida
$116K – – –
HI
57
Harbour Investments
Wisconsin
$115K +$115K +2,077 New
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$110K – – –
MCC
59
Money Concepts Capital
Florida
$106K +$3.26K +59 +3%
APA
60
American Portfolios Advisors
New York
$86.4K +$4.41K +80 +5%
BEI
61
Benjamin Edwards Inc
Missouri
$81K -$2.58K -47 -3%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$81K – – –
PA
63
Parallel Advisors
California
$69K -$18.9K -345 -21%
SFS
64
Sowell Financial Services
Arkansas
$59K +$43.1K +703 +271%
NFG
65
Next Financial Group
Texas
$55K -$5.72K -104 -9%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$37K +$37K +668 New
AF
67
Allworth Financial
California
$28K – – –
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$28K +$28K +500 New
IPW
69
IronBridge Private Wealth
Texas
$19K -$7.37M -130,280 -100%
S
70
SignatureFD
Georgia
$19K – – –
BlackRock
71
BlackRock
New York
$19K +$19K +339 New
HCP
72
Hexagon Capital Partners
Arkansas
$14K – – –
QCG
73
Quadrant Capital Group
Ohio
$10K -$22.4K -390 -69%
TRCT
74
Tower Research Capital (TRC)
New York
$6K – – –
EVM
75
Eaton Vance Management
Massachusetts
$6K +$6K +111 New
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