First Trust Materials AlphaDEX Fund
FXZ
FXZ
78 hedge funds and large institutions have $181M invested in First Trust Materials AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 38 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
22
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$6.01M |
| 2 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
+$5.81M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
+$4.87M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$4.13M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.22M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$12.2M |
| 2 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$11M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$5.05M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.89M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.59M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
76
US Bancorp
Minneapolis,
Minnesota
| $1K | – | – | – |
|
|
IWM
77
IHT Wealth Management
Chicago,
Illinois
| $749 | +$455 | +16,172 | +155% |
|
|
HFS
78
HL Financial Services
Louisville,
Kentucky
| – | -$1.82M | -48,000 | Closed |
|
79
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.69M | -44,483 | Closed |
|
|
BCM
80
Barometer Capital Management
Toronto,
Ontario, Canada
| – | -$1.37M | -36,100 | Closed |
|
|
IAA
81
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$770K | -20,530 | Closed |
|
|
NPC
82
National Planning Corporation
El Segundo,
California
| – | -$538K | -14,227 | Closed |
|
|
CWM
83
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$523K | -14,012 | Closed |
|
|
AP
84
Advisors Preferred
Rockville,
Maryland
| – | -$109 | -2,887 | Closed |
|
|
IPC
85
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$19K | -505 | Closed |
|
86
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$19K | -500 | Closed |
|
|
GI
87
Gradient Investments
Arden Hills,
Minnesota
| – | -$6K | -152 | Closed |
|