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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

143 hedge funds and large institutions have $334M invested in First Trust Materials AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-6
Holders Change %
-4.03%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
29
Reduced
75
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$8.61M
2
IAIM
International Assets Investment Management
Florida
+$6.21M
3
NA
Navellier & Associates
Nevada
+$3.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.98M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.95M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.6M
2
Morgan Stanley
Morgan Stanley
New York
-$9.11M
3
Ameriprise
Ameriprise
Minnesota
-$6.38M
4
Wells Fargo
Wells Fargo
California
-$6.24M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPG
51
Stonebridge Financial Planning Group
Florida
$701K -$32.3K -512 -4%
JWCA
52
J.W. Cole Advisors
Florida
$699K -$62.8K -997 -8%
KAS
53
Kestra Advisory Services
Texas
$693K -$126K -2,002 -15%
PAG
54
Private Advisor Group
New Jersey
$661K -$445K -7,067 -40%
CWA
55
Capital Wealth Alliance
Arizona
$645K +$104K +1,642 +19%
PCH
56
PGIM Custom Harvest
New Jersey
$573K +$2.77K +44 +0.5%
EH
57
Equitable Holdings
New York
$562K – – –
OC
58
Oppenheimer & Co
New York
$538K -$326K -5,167 -38%
MA
59
MONECO Advisors
Connecticut
$513K -$31.2K -495 -6%
FHC
60
First Heartland Consultants
Missouri
$508K +$315 +5 +0.1%
MCM
61
Monument Capital Management
Virginia
$506K +$44.2K +701 +10%
CFD
62
Creative Financial Designs
Indiana
$493K -$3.47K -55 -0.7%
SPWM
63
Schrum Private Wealth Management
Florida
$487K – – –
SEP
64
Southland Equity Partners
Missouri
$484K -$3.72K -59 -0.8%
SWM
65
Spire Wealth Management
Virginia
$460K -$567 -9 -0.1%
CA
66
CoreCap Advisors
Michigan
$449K -$50.7K -804 -10%
SWP
67
Stratos Wealth Partners
Ohio
$449K +$21.1K +334 +5%
BCA
68
Bay Colony Advisors
Massachusetts
$440K -$10.8K -172 -2%
WFA
69
WMG Financial Advisors
Tennessee
$431K -$72K -1,143 -14%
RIA
70
Realta Investment Advisors
Delaware
$389K – – –
FFA
71
Farther Finance Advisors
California
$386K -$40.3K -640 -9%
RFWA
72
RPg Family Wealth Advisory
Massachusetts
$378K +$47.2K +748 +14%
CWM
73
Cornerstone Wealth Management
Missouri
$365K +$55.2K +875 +18%
AR
74
Apeiron RIA
Texas
$348K -$17.8K -282 -5%
WA
75
Wambolt & Associates
Colorado
$348K -$18.8K -302 -5%
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