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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

118 hedge funds and large institutions have $206M invested in First Trust Materials AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
29
Reduced
61
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$6.16M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$7.87M
3
BCA
Bay Colony Advisors
Massachusetts
$1.7M
4
Citadel Advisors
Citadel Advisors
Florida
$2.84M
5
CPG
Cornerstone Planning Group
New Jersey
$8.86M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$15.1M
2
LPL Financial
LPL Financial
California
$18.8M
3
Stifel Financial
Stifel Financial
Missouri
$2.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$602K
5
UBS Group
UBS Group
Switzerland
$9.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEP
51
Southland Equity Partners
Missouri
$421K +$9.72K +145 +2%
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$391K +$108K +1,618 +38%
CWA
53
Clarus Wealth Advisors
Arizona
$387K +$33.1K +499 +9%
CA
54
CoreCap Advisors
Michigan
$385K -$54.2K -809 -12%
PCH
55
PGIM Custom Harvest
New Jersey
$383K -$78.8K -1,176 -17%
WFA
56
WMG Financial Advisors
Tennessee
$378K -$12.3K -184 -3%
AWS
57
Atria Wealth Solutions
New York
$376K +$110K +1,642 +41%
SFPG
58
Stonebridge Financial Planning Group
Florida
$375K -$204K -3,046 -35%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$373K +$373K +5,557 New
AWM
60
AE Wealth Management
Kansas
$364K -$64.4K -960 -15%
MA
61
MONECO Advisors
Connecticut
$360K -$17K -254 -5%
BAM
62
Belpointe Asset Management
Nevada
$335K – – –
FCA
63
Fortis Capital Advisors
Kansas
$335K – – –
EH
64
Equitable Holdings
New York
$330K -$90.5K -1,350 -22%
SAM
65
SignalPoint Asset Management
Missouri
$308K -$337 -5 -0.1%
ACMA
66
Arbor Capital Management (Alaska)
Alaska
$308K +$6.77K +190 +2%
SPIA
67
Steward Partners Investment Advisory
New York
$270K -$18.7K -279 -6%
FFA
68
Farther Finance Advisors
California
$253K -$15.9K -237 -6%
MOS
69
MGO One Seven
Ohio
$250K +$250K +3,728 New
YWS
70
Yarger Wealth Strategies
Ohio
$244K -$127K -1,898 -34%
AB
71
Atlas Brown
Kentucky
$242K -$134K -2,006 -36%
SPC
72
Sigma Planning Corp
Michigan
$239K -$5.7K -85 -2%
AFG
73
Arkansas Financial Group
Arkansas
$233K +$1.14K +17 +0.5%
AAS
74
Avantax Advisory Services
Texas
$229K -$19.6K -293 -8%
PBF
75
Petix & Botte Financial
California
$229K -$60.5K -902 -21%
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