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First Trust Materials AlphaDEX Fund

142 hedge funds and large institutions have $317M invested in First Trust Materials AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
24
Reduced
73
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PG
51
Prostatis Group
Maryland
$656K +$656K +9,506 New
BCM
52
Barometer Capital Management
Ontario, Canada
$648K -$193K -2,800 -23%
SFPG
53
Stonebridge Financial Planning Group
Florida
$614K -$154K -2,228 -20%
EH
54
Equitable Holdings
New York
$602K -$12.1K -175 -2%
CAG
55
Csenge Advisory Group
Florida
$597K -$369K -5,355 -38%
CFD
56
Creative Financial Designs
Indiana
$583K +$43.4K +629 +8%
RFA
57
ROI Financial Advisors
Oregon
$557K +$557K +8,076 New
FHC
58
First Heartland Consultants
Missouri
$555K +$69 +1 +0%
OC
59
Oppenheimer & Co
New York
$492K -$96K -1,392 -16%
CA
60
CoreCap Advisors
Michigan
$482K -$8.83K -128 -2%
SEP
61
Southland Equity Partners
Missouri
$479K -$50.1K -726 -9%
WFA
62
WMG Financial Advisors
Tennessee
$472K
RFWA
63
RPg Family Wealth Advisory
Massachusetts
$467K +$53.6K +777 +13%
BCA
64
Bay Colony Advisors
Massachusetts
$467K -$14K -203 -3%
SWM
65
Spire Wealth Management
Virginia
$467K -$9.78K -150 -2%
WH
66
Willner & Heller
California
$461K +$461K +6,692 New
SWP
67
Stratos Wealth Partners
Ohio
$433K -$58.4K -847 -12%
SPWM
68
Schrum Private Wealth Management
Florida
$430K -$103K -1,500 -19%
MA
69
MONECO Advisors
Connecticut
$418K -$143K -2,078 -26%
YWS
70
Yarger Wealth Strategies
Ohio
$380K +$1.72K +25 +0.5%
Marshall Wace
71
Marshall Wace
United Kingdom
$366K +$366K +5,306 New
CWA
72
Clarus Wealth Advisors
Arizona
$352K +$352K +5,408 New
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$349K -$583K -8,448 -63%
BAM
74
Belpointe Asset Management
Nevada
$345K
FCA
75
Fortis Capital Advisors
Kansas
$345K