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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

119 hedge funds and large institutions have $161M invested in First Trust Materials AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
32
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.2M
2
PCH
PGIM Custom Harvest
New Jersey
+$1.96M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.7M
4
CPG
Cornerstone Planning Group
New Jersey
+$1.22M
5
Goldman Sachs
Goldman Sachs
New York
+$781K

Top Sellers

1
FWA
FOCUS Wealth Advisors
Texas
-$3.88M
2
Morgan Stanley
Morgan Stanley
New York
-$2M
3
Wells Fargo
Wells Fargo
California
-$1.96M
4
Bank of America
Bank of America
North Carolina
-$1.82M
5
LPL Financial
LPL Financial
California
-$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$337K +$5.45K +96 +2%
SEP
52
Southland Equity Partners
Missouri
$332K -$25.2K -444 -7%
CWA
53
Clarus Wealth Advisors
Arizona
$330K -$8.84K -152 -3%
BAM
54
Belpointe Asset Management
Nevada
$328K – – –
FCA
55
Fortis Capital Advisors
Kansas
$328K – – –
AWS
56
Atria Wealth Solutions
New York
$324K +$5.45K +96 +2%
WFA
57
WMG Financial Advisors
Tennessee
$317K -$3.47K -61 -1%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$315K +$315K +5,543 New
CA
59
CoreCap Advisors
Michigan
$294K -$32K -564 -10%
SAM
60
SignalPoint Asset Management
Missouri
$260K – – –
SFPG
61
Stonebridge Financial Planning Group
Florida
$245K -$72.8K -1,281 -23%
WS
62
Wedbush Securities
California
$245K +$245K +4,308 New
MOS
63
MGO One Seven
Ohio
$240K +$28.7K +505 +14%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$234K +$64.5K +1,135 +38%
SPIA
65
Steward Partners Investment Advisory
New York
$226K -$2.61K -46 -1%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$225K -$91.2K -1,605 -29%
FFA
67
Farther Finance Advisors
California
$222K +$7.84K +138 +4%
YWS
68
Yarger Wealth Strategies
Ohio
$208K +$1.25K +22 +0.6%
MA
69
MONECO Advisors
Connecticut
$206K -$98.7K -1,738 -32%
AB
70
Atlas Brown
Kentucky
$205K +$57 +1 +0%
KPWS
71
Kestra Private Wealth Services
Texas
$205K +$12K +211 +6%
AWM
72
AE Wealth Management
Kansas
$189K -$119K -2,090 -39%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$174K +$28.4K +500 +19%
GWM
74
Geneos Wealth Management
Colorado
$126K -$5.97K -105 -5%
EWA
75
EP Wealth Advisors
California
$124K +$124K +2,189 New
1 2
3
4 5