First Trust Materials AlphaDEX Fund
FXZ
119 hedge funds and large institutions have $362M invested in First Trust Materials AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 9 closing their positions.
289% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 9
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
27% more funds holding
Funds holding: 94 → 119 (+25)
23% more capital invested
Capital invested by funds: $295M → $362M (+$67.4M)
1.89% more ownership
Funds ownership: 67.95% → 69.84% (+1.9%)
28% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$9.78M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.17M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.65M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$10M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.38M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.97M |
| 4 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$2.25M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
-$1.8M |
FXZ Hedge Fund Activity: Q4 2021 in Review
119 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Materials AlphaDEX Fund (FXZ) for Q4 2021, worth a combined $362M — up 23% from $295M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new FXZ positions and 9 closed out — a net gain of 26 holders — while 28 added to existing stakes and 39 trimmed.
The largest buyer was Ameriprise, adding an estimated $16.6M. The largest seller was Morgan Stanley, cutting an estimated $10M.
- 119 institutional investors held First Trust Materials AlphaDEX Fund (FXZ) as of Q4 2021, up from 94 in Q3 2021.
- Funds reported $362M of First Trust Materials AlphaDEX Fund stock for Q4 2021, up 23% quarter-over-quarter.
- 35 funds opened new First Trust Materials AlphaDEX Fund positions in Q4 2021 and 9 closed out, a net change of +26 holders.
- The largest First Trust Materials AlphaDEX Fund buyer in Q4 2021 was Ameriprise, an estimated $16.6M added.
- The largest First Trust Materials AlphaDEX Fund seller in Q4 2021 was Morgan Stanley, an estimated $10M sold.
Based on aggregated 13F filings for Q4 2021.