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First Trust Materials AlphaDEX Fund

123 hedge funds and large institutions have $224M invested in First Trust Materials AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-7
Holders Change %
-5.38%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
51
Spire Wealth Management
Virginia
$464K
PCH
52
PGIM Custom Harvest
New Jersey
$447K -$150K -2,310 -25%
BCA
53
Bay Colony Advisors
Massachusetts
$434K -$13.2K -204 -3%
CA
54
CoreCap Advisors
Michigan
$425K -$4.6K -71 -1%
AWM
55
AE Wealth Management
Kansas
$414K -$61.4K -947 -13%
EH
56
Equitable Holdings
New York
$406K +$1.82K +28 +0.4%
SEP
57
Southland Equity Partners
Missouri
$398K -$11.5K -178 -3%
WFA
58
WMG Financial Advisors
Tennessee
$377K -$20.7K -320 -5%
OC
59
Oppenheimer & Co
New York
$374K -$4.41K -68 -1%
MA
60
MONECO Advisors
Connecticut
$365K -$12.8K -198 -3%
AB
61
Atlas Brown
Kentucky
$364K +$111K +1,717 +44%
YWS
62
Yarger Wealth Strategies
Ohio
$359K +$1.17K +18 +0.3%
CWA
63
Clarus Wealth Advisors
Arizona
$343K -$6.82K -106 -2%
BAM
64
Belpointe Asset Management
Nevada
$324K
FCA
65
Fortis Capital Advisors
Kansas
$324K
ACMA
66
Arbor Capital Management (Alaska)
Alaska
$297K +$297K +8,458 New
SAM
67
SignalPoint Asset Management
Missouri
$297K -$1.3K -20 -0.4%
WH
68
Willner & Heller
California
$286K -$164K -2,531 -36%
PBF
69
Petix & Botte Financial
California
$280K +$280K +4,320 New
SPIA
70
Steward Partners Investment Advisory
New York
$279K -$27.9K -430 -9%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$273K +$273K +4,214 New
JWCA
72
J.W. Cole Advisors
Florida
$272K -$16.3K -252 -6%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$263K -$953K -14,695 -78%
AWS
74
Atria Wealth Solutions
New York
$257K +$257K +3,972 New
FFA
75
Farther Finance Advisors
California
$256K -$9.74K -152 -4%