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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

73 hedge funds and large institutions have $146M invested in First Trust Materials AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
23
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIM
Astor Investment Management
Illinois
+$7.09M
2
LPL Financial
LPL Financial
California
+$1.75M
3
GFPC
Global Financial Private Capital
Florida
+$1.53M
4
Wells Fargo
Wells Fargo
California
+$1.1M
5
AW
ACG Wealth
Georgia
+$878K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$15M
2
VF
Virtu Financial
New York
-$2.35M
3
Bank of America
Bank of America
North Carolina
-$2.22M
4
AA
Advisory Alpha
Michigan
-$1.81M
5
HH
Hilltop Holdings
Texas
-$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBRC
76
D.B. Root & Company
Pennsylvania
– -$739K -17,672 Closed
FAAS
77
First Allied Advisory Services
California
– -$339K -8,007 Closed
PWA
78
Peterson Wealth Advisors
Utah
– -$200K -4,785 Closed
SEI Investments
79
SEI Investments
Pennsylvania
– -$65K -1,547 Closed
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$31K -743 Closed
KCPG
81
Kavar Capital Partners Group
Kansas
– -$14K -326 Closed
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
– -$5K -125 Closed
WAP
83
Wealthcare Advisory Partners
Pennsylvania
– -$4K -106 Closed
RFM
84
Royal Fund Management
Florida
– -$2K -51 Closed
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