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First Trust Materials AlphaDEX Fund

102 hedge funds and large institutions have $136M invested in First Trust Materials AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-17
Holders Change %
-14.29%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
39
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SEP
51
Southland Equity Partners
Missouri
$320K -$3.72K -67 -1%
WFA
52
WMG Financial Advisors
Tennessee
$297K -$12.3K -222 -4%
CA
53
CoreCap Advisors
Michigan
$287K
BAM
54
Belpointe Asset Management
Nevada
$277K
FCA
55
Fortis Capital Advisors
Kansas
$277K
MOS
56
MGO One Seven
Ohio
$253K +$18.3K +330 +8%
WS
57
Wedbush Securities
California
$239K +$111 +2 +0%
PCH
58
PGIM Custom Harvest
New Jersey
$234K -$2M -36,012 -90%
CWA
59
Capital Wealth Alliance
Arizona
$214K -$452K -8,154 -68%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$211K +$41.6K +752 +25%
SPIA
61
Steward Partners Investment Advisory
New York
$207K -$13.6K -245 -6%
YWS
62
Yarger Wealth Strategies
Ohio
$204K +$776 +14 +0.4%
AB
63
Atlas Brown
Kentucky
$200K
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$197K -$30.8K -555 -13%
NS
65
NBC Securities
Alabama
$197K +$197K +3,559 +59,317%
EWA
66
EP Wealth Advisors
California
$121K
AWM
67
AE Wealth Management
Kansas
$120K -$64.8K -1,169 -35%
FWP
68
FAS Wealth Partners
Kansas
$111K
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$111K
IA
70
IFP Advisors
Florida
$102K -$5.55K -100 -5%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$99K
Comerica Bank
72
Comerica Bank
Texas
$82K -$5.1K -92 -6%
PA
73
Parallel Advisors
California
$76.8K
BlackRock
74
BlackRock
New York
$49.3K
BTI
75
Blue Trust Inc
Georgia
$46.5K