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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

118 hedge funds and large institutions have $362M invested in First Trust Materials AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+24
Holders Change %
+25.53%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
34
Increased
28
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$17.1M
2
Wells Fargo
Wells Fargo
California
+$10.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.35M
4
LPL Financial
LPL Financial
California
+$4.8M
5
CW
CreativeOne Wealth
Kansas
+$2.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.55M
3
RJA
Raymond James & Associates
Florida
-$3.07M
4
FMP
Financial Management Professionals
Texas
-$2.25M
5
NA
Navellier & Associates
Nevada
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
51
Empirical Asset Management
Massachusetts
$775K +$775K +12,473 New
ACP
52
Aveo Capital Partners
Colorado
$771K -$14.9K -239 -2%
CC
53
Cypress Capital
Tennessee
$750K – – –
DWMG
54
DB Wealth Management Group
California
$748K -$46.3K -744 -6%
CIBC World Market
55
CIBC World Market
Ontario, Canada
$748K +$748K +12,038 New
YWS
56
Yarger Wealth Strategies
Ohio
$733K +$733K +11,800 New
SMF
57
Sterling Manor Financial
New York
$706K +$14.4K +231 +2%
Marshall Wace
58
Marshall Wace
United Kingdom
$637K +$637K +10,241 New
IA
59
IFP Advisors
Florida
$570K +$418K +6,592 +274%
MA
60
MONECO Advisors
Connecticut
$569K +$569K +9,387 New
DBRC
61
D.B. Root & Company
Pennsylvania
$559K +$302K +4,858 +117%
RFWA
62
RPg Family Wealth Advisory
Massachusetts
$557K – – –
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$531K -$66.8K -1,075 -11%
PAG
64
Private Advisor Group
New Jersey
$518K -$162K -2,616 -24%
SPWM
65
Schrum Private Wealth Management
Florida
$497K +$497K +8,027 New
APW
66
Aurora Private Wealth
New Jersey
$455K -$18.9K -304 -4%
JWCA
67
J.W. Cole Advisors
Florida
$439K +$439K +7,069 New
SPIA
68
Steward Partners Investment Advisory
New York
$435K -$7.28K -117 -2%
MWM
69
Mission Wealth Management
California
$394K +$394K +6,335 New
MOS
70
MGO One Seven
Ohio
$389K – – –
NA
71
NewEdge Advisors
Louisiana
$379K +$55.4K +891 +17%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$364K +$7.1K +114 +2%
CA
73
Cetera Advisors
Colorado
$346K +$76.2K +1,225 +28%
WS
74
Wedbush Securities
California
$340K +$340K +5,477 New
KAS
75
Kestra Advisory Services
Texas
$338K +$7.91K +127 +2%
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