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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

179 hedge funds and large institutions have $1.26B invested in First Trust Materials AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 65 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+34
Holders Change %
+23.45%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
54
Increased
65
Reduced
44
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
$39.2M
2
Morgan Stanley
Morgan Stanley
New York
$93.1M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$10.7M
4
Wells Fargo
Wells Fargo
California
$96.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$29.6M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$471M
2
NC
NewSquare Capital
Pennsylvania
$7.74M
3
IAIM
International Assets Investment Management
Florida
$0
4
SI
Stephens Inc
Arkansas
$0
5
GA
Gateway Advisory
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
51
Transamerica Financial Advisors
Florida
$2.23M +$2.19M +38,784 +6,051%
IAA
52
Independent Advisor Alliance
North Carolina
$1.99M +$262K +4,628 +15%
FEM
53
Fulcrum Equity Management
Texas
$1.88M -$22.7K -401 -1%
OMC
54
Old Mission Capital
Illinois
$1.87M +$1.87M +33,151 New
KWM
55
Kingsview Wealth Management
Oregon
$1.82M +$1.82M +32,278 New
RA
56
RiverTree Advisors
Florida
$1.68M +$1.68M +29,627 New
Renaissance Technologies
57
Renaissance Technologies
New York
$1.66M +$1.66M +29,300 New
HI
58
Harbour Investments
Wisconsin
$1.63M +$1.63M +28,914 New
MOS
59
MGO One Seven
Ohio
$1.57M +$30.9K +546 +2%
PAG
60
Private Advisor Group
New Jersey
$1.47M +$910K +16,105 +161%
AAS
61
Ameritas Advisory Services
Nebraska
$1.45M +$1.45M +25,562 New
MIAN
62
Mariner Independent Advisor Network
Kansas
$1.42M +$34.1K +603 +2%
DWMG
63
DB Wealth Management Group
California
$1.39M +$305K +5,393 +28%
TRCT
64
Tower Research Capital (TRC)
New York
$1.38M +$1.1M +19,512 +394%
CA
65
CoreCap Advisors
Michigan
$1.31M -$1.49M -26,317 -53%
MIH
66
Meitav Investment House
Israel
$1.25M -$12.4K -220 -1%
PWM
67
Purus Wealth Management
California
$1.2M -$51.4K -910 -4%
CWA
68
Capital Wealth Alliance
Arizona
$1.19M -$282 -5 -0%
TCM
69
Triumph Capital Management
Colorado
$1.17M +$1.17M +20,756 New
KAS
70
Kestra Advisory Services
Texas
$1.11M +$752K +13,308 +213%
QCIG
71
Quad-Cities Investment Group
Iowa
$1M +$39.2K +694 +4%
MPW
72
Monterey Private Wealth
California
$988K +$32.8K +581 +3%
IA
73
IFP Advisors
Florida
$987K – – –
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$983K +$983K +17,398 New
CAC
75
Certified Advisory Corp
Florida
$943K +$943K +16,681 New
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