FXZ icon

First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

153 hedge funds and large institutions have $1.02B invested in First Trust Materials AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 78 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-26
Holders Change %
-14.53%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
44
Reduced
78
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$21.6M
2
NC
NewSquare Capital
Pennsylvania
+$6.97M
3
CA
Crumly & Associates
Illinois
+$2.18M
4
ASN
Advisory Services Network
Georgia
+$2.05M
5
TRCT
Tower Research Capital (TRC)
New York
+$1.83M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$16.9M
2
Truist Financial
Truist Financial
North Carolina
-$15.1M
3
Morgan Stanley
Morgan Stanley
New York
-$14.9M
4
Bank of America
Bank of America
North Carolina
-$11.4M
5
DADC
D.A. Davidson & Co
Montana
-$9.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
OBWG
51
Onyx Bridge Wealth Group
New York
$1.22M +$384K +7,095 +46%
DWMG
52
DB Wealth Management Group
California
$1.2M -$78.3K -1,509 -6%
IA
53
IFP Advisors
Florida
$1M +$16.3K +325 +2%
QCIG
54
Quad-Cities Investment Group
Iowa
$918K -$1.35K -26 -0.1%
TWM
55
TriaGen Wealth Management
California
$880K +$57.1K +1,102 +7%
MPW
56
Monterey Private Wealth
California
$851K -$56.5K -1,088 -6%
CAC
57
Certified Advisory Corp
Florida
$841K -$24.7K -475 -3%
WFA
58
WMG Financial Advisors
Tennessee
$834K -$26.5K -509 -3%
SPIA
59
Steward Partners Investment Advisory
New York
$801K +$539K +10,397 +206%
MA
60
MONECO Advisors
Connecticut
$766K -$50.2K -968 -6%
KAS
61
Kestra Advisory Services
Texas
$723K -$292K -5,626 -29%
KNW
62
Kesler Norman & Wride
Utah
$696K +$696K +13,415 New
Jane Street
63
Jane Street
New York
$679K -$1.96M -37,789 -74%
SG
64
StoneX Group
New York
$679K -$26.7K -515 -4%
PAG
65
Private Advisor Group
New Jersey
$664K -$690K -13,286 -51%
CA
66
CoreCap Advisors
Michigan
$655K -$545K -10,516 -45%
JWCA
67
J.W. Cole Advisors
Florida
$625K +$3.21K +62 +0.5%
WIM
68
WealthPlan Investment Management
Nebraska
$603K +$603K +9,510 New
HA
69
HFG Advisors
Ohio
$599K +$311 +6 +0.1%
SFPG
70
Stonebridge Financial Planning Group
Florida
$596K -$54.9K -1,059 -8%
SFI
71
SPC Financial Inc
Maryland
$594K -$13.2K -255 -2%
NL
72
NWAM LLC
Washington
$593K +$52 +1 +0%
GIA
73
Gladstone Institutional Advisory
Florida
$588K -$102K -1,964 -15%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$583K -$4.56M -87,886 -89%
SAM
75
Secure Asset Management
Michigan
$556K -$8.25K -159 -1%
1 2
3
4 5