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First Trust Materials AlphaDEX Fund

130 hedge funds and large institutions have $274M invested in First Trust Materials AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-12
Holders Change %
-8.45%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
32
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFPG
51
Stonebridge Financial Planning Group
Florida
$615K -$19.8K -277 -3%
FHC
52
First Heartland Consultants
Missouri
$565K -$9.2K -129 -2%
RFA
53
ROI Financial Advisors
Oregon
$554K -$21.9K -307 -4%
SPWM
54
Schrum Private Wealth Management
Florida
$551K +$107K +1,500 +24%
AWM
55
AE Wealth Management
Kansas
$523K -$474K -6,649 -48%
SWM
56
Spire Wealth Management
Virginia
$510K
WH
57
Willner & Heller
California
$496K +$18.3K +257 +4%
BCA
58
Bay Colony Advisors
Massachusetts
$492K +$9.06K +127 +2%
HIC
59
Hartline Investment Corp
Illinois
$492K +$492K +6,901 New
CA
60
CoreCap Advisors
Michigan
$473K -$26.1K -366 -5%
SEP
61
Southland Equity Partners
Missouri
$450K -$45.4K -636 -9%
EH
62
Equitable Holdings
New York
$445K -$178K -2,493 -29%
WFA
63
WMG Financial Advisors
Tennessee
$438K -$49.9K -700 -10%
NA
64
Navellier & Associates
Nevada
$434K +$434K +6,084 New
OC
65
Oppenheimer & Co
New York
$416K -$92.7K -1,299 -18%
MA
66
MONECO Advisors
Connecticut
$415K -$17.2K -241 -4%
SWP
67
Stratos Wealth Partners
Ohio
$415K -$32.4K -454 -7%
YWS
68
Yarger Wealth Strategies
Ohio
$394K +$1.07K +15 +0.3%
CWA
69
Clarus Wealth Advisors
Arizona
$386K +$2.27K +32 +0.6%
RFWA
70
RPg Family Wealth Advisory
Massachusetts
$371K -$112K -1,573 -23%
BAM
71
Belpointe Asset Management
Nevada
$357K
FCA
72
Fortis Capital Advisors
Kansas
$357K
SPIA
73
Steward Partners Investment Advisory
New York
$338K -$14.7K -206 -4%
SAM
74
SignalPoint Asset Management
Missouri
$328K -$14.1K -198 -4%
JWCA
75
J.W. Cole Advisors
Florida
$317K -$456K -6,388 -59%