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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

79 hedge funds and large institutions have $166M invested in First Trust Materials AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-14
Holders Change %
-15.05%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
22
Reduced
34
Closed
20
Calls
–
Puts
$213K
Net Calls
-$213K
Net Calls Change
+$15K

Top Buyers

1
AIM
Astor Investment Management
Illinois
+$4.72M
2
Ameriprise
Ameriprise
Minnesota
+$2.88M
3
WA
WESPAC Advisors
California
+$2.31M
4
HH
Hilltop Holdings
Texas
+$1.81M
5
Jane Street
Jane Street
New York
+$1.37M

Top Sellers

1
BFG
Barber Financial Group
Kansas
-$14.2M
2
PFA
Pinnacle Family Advisors
Missouri
-$6.97M
3
AA
Advisory Alpha
Michigan
-$4.36M
4
CWSR
Chessman Wealth Strategies RIA
Texas
-$3.51M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$2.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$5K +$5K +125 New
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$4K +$4K +106 New
RFM
78
Royal Fund Management
Florida
$2K -$1.46M -37,117 -100%
BFG
79
Barber Financial Group
Kansas
– -$14.2M -337,696 Closed
PFA
80
Pinnacle Family Advisors
Missouri
– -$6.97M -165,270 Closed
CWSR
81
Chessman Wealth Strategies RIA
Texas
– -$3.51M -83,181 Closed
BFA
82
Beaumont Financial Advisors
Massachusetts
– -$2.91M -68,891 Closed
CF
83
Copperwynd Financial
Arizona
– -$2.51M -59,488 Closed
PAG
84
Private Advisor Group
New Jersey
– -$2M -47,366 Closed
LA
85
LexAurum Advisors
Kansas
– -$1.32M -31,266 Closed
CA
86
Cetera Advisors
Colorado
– -$1.31M -31,054 Closed
GRP
87
Global Retirement Partners
California
– -$1.12M -26,600 Closed
Goldman Sachs
88
Goldman Sachs
New York
– -$700K -16,587 Closed
FA
89
FDx Advisors
Illinois
– -$491K -11,637 Closed
MIAN
90
Mariner Independent Advisor Network
Kansas
– -$433K -10,282 Closed
NFG
91
Next Financial Group
Texas
– -$321K -7,617 Closed
AP
92
Advisors Preferred
Maryland
– -$230K -5,447 Closed
WP
93
WealthShield Partners
North Carolina
– -$215K -5,098 Closed
CC
94
Cedar Capital
Illinois
– -$215K -5,086 Closed
WDL
95
Well Done LLC
Michigan
– -$198K -4,684 Closed
RFWA
96
RPg Family Wealth Advisory
Massachusetts
– -$51K -1,210 Closed
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
– -$51K -1,199 Closed
WAS
98
WESPAC Advisors SoCal
California
– -$12K -285 Closed
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