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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

101 hedge funds and large institutions have $342M invested in First Trust Materials AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+21
Holders Change %
+26.25%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
48
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$26.9M
2
Wells Fargo
Wells Fargo
California
$51.4M
3
Morgan Stanley
Morgan Stanley
New York
$55.4M
4
LPL Financial
LPL Financial
California
$19.8M
5
Bank of America
Bank of America
North Carolina
$25.4M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
$0
2
SMF
Sterling Manor Financial
New York
$1.19M
3
LFF
Level Four Financial
Texas
$0
4
FAIM
Financial Advocates Investment Management
Washington
$262K
5
FMP
Financial Management Professionals
Texas
$5.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$690K +$206K +3,581 +42%
KAS
52
Kestra Advisory Services
Texas
$548K +$548K +9,529 New
TRCT
53
Tower Research Capital (TRC)
New York
$543K +$537K +9,343 +9,343%
RFWA
54
RPg Family Wealth Advisory
Massachusetts
$515K +$515K +8,965 New
APW
55
Aurora Private Wealth
New Jersey
$437K +$437K +7,599 New
NA
56
NewEdge Advisors
Louisiana
$407K +$407K +7,088 New
PWM
57
Purus Wealth Management
California
$350K +$350K +6,090 New
Citigroup
58
Citigroup
New York
$334K +$16.9K +294 +5%
MOS
59
MGO One Seven
Ohio
$329K +$329K +5,715 New
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$320K -$87.4K -1,519 -21%
CFGS
61
Concourse Financial Group Securities
Alabama
$319K +$105K +1,837 +49%
SPIA
62
Steward Partners Investment Advisory
New York
$318K +$127K +2,217 +67%
SAM
63
SignalPoint Asset Management
Missouri
$296K +$3.51K +61 +1%
AWA
64
Arkadios Wealth Advisors
Georgia
$293K +$293K +5,109 New
AB
65
Atlas Brown
Kentucky
$265K +$4.94K +86 +2%
FAIM
66
Financial Advocates Investment Management
Washington
$262K -$642K -11,157 -71%
SF
67
Synovus Financial
Georgia
$259K +$259K +4,546 New
IA
68
Insight Advisors
Pennsylvania
$258K +$258K +4,513 New
MW
69
Marks Wealth
Maryland
$253K -$10.5K -183 -4%
CWA
70
Clarus Wealth Advisors
Arizona
$252K +$25.5K +440 +11%
DBRC
71
D.B. Root & Company
Pennsylvania
$238K -$1.09K -19 -0.5%
FAM
72
Flaharty Asset Management
Florida
$222K – – –
PCM
73
Penserra Capital Management
California
$218K +$218K +3,804 New
HIS
74
Harvest Investment Services
Illinois
$210K +$210K +3,665 New
AP
75
Advisors Preferred
Maryland
$147K +$147K +2,547 New
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