FXZ icon

First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

91 hedge funds and large institutions have $127M invested in First Trust Materials AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-11
Holders Change %
-10.78%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
24
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCH
PGIM Custom Harvest
New Jersey
$1.61M
2
CPG
Cornerstone Planning Group
New Jersey
$11.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.73M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$4.17M
5
HAS
HBW Advisory Services
California
$1.17M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.27M
2
Two Sigma Investments
Two Sigma Investments
New York
$0
3
Wells Fargo
Wells Fargo
California
$22.9M
4
Stifel Financial
Stifel Financial
Missouri
$2.94M
5
GS
GTS Securities
New York
$821K
Name Holding Trade Value Shares
Change 		Shares
Change %
S
76
SignatureFD
Georgia
$19.3K – – –
GK
77
Graney & King
New York
$17.2K +$57 +1 +0.3%
WWM
78
Wagner Wealth Management
South Carolina
$11.7K +$57 +1 +0.5%
WAM
79
WFA Asset Management
Wisconsin
$11.1K +$65 +1 +0.6%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$9.09K – – –
BTI
81
Blue Trust Inc
Georgia
$8.08K -$39.6K -696 -83%
PWA
82
Physician Wealth Advisors
Utah
$7.92K – – –
SWM
83
Spire Wealth Management
Virginia
$6.28K -$402K -7,045 -98%
PS
84
Principal Securities
Iowa
$6.09K -$12.5K -220 -67%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$4.27K – – –
AssetMark Inc
86
AssetMark Inc
California
$2.45K – – –
TFA
87
Transamerica Financial Advisors
Florida
$1.81K – – –
CI
88
CX Institutional
Indiana
$1K -$824K -7,419 -100%
DFA
89
DHJJ Financial Advisors
Illinois
$570 – – –
Russell Investments Group
90
Russell Investments Group
United Kingdom
$456 – – –
ACA
91
Aptus Capital Advisors
Alabama
$45 -$30.9K -686 -100%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$34 -$33 – –
Two Sigma Investments
93
Two Sigma Investments
New York
– -$2.28M -41,100 Closed
BCA
94
Bay Colony Advisors
Massachusetts
– -$1.06M -19,144 Closed
LWP
95
LeClair Wealth Partners
Ohio
– -$480K -8,657 Closed
FHC
96
First Heartland Consultants
Missouri
– -$423K -7,631 Closed
TRCT
97
Tower Research Capital (TRC)
New York
– -$393K -7,087 Closed
CWA
98
Capital Wealth Alliance
Arizona
– -$214K -3,865 Closed
YWS
99
Yarger Wealth Strategies
Ohio
– -$204K -3,680 Closed
SIM
100
Synergy Investment Management
Florida
– -$33.7K -608 Closed
1 2 3
4
5