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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

118 hedge funds and large institutions have $362M invested in First Trust Materials AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+24
Holders Change %
+25.53%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
34
Increased
28
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$17.1M
2
Wells Fargo
Wells Fargo
California
+$10.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.35M
4
LPL Financial
LPL Financial
California
+$4.8M
5
CW
CreativeOne Wealth
Kansas
+$2.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.55M
3
RJA
Raymond James & Associates
Florida
-$3.07M
4
FMP
Financial Management Professionals
Texas
-$2.25M
5
NA
Navellier & Associates
Nevada
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
76
Arkadios Wealth Advisors
Georgia
$330K -$20.9K -336 -6%
SAM
77
SignalPoint Asset Management
Missouri
$318K -$744 -12 -0.2%
PWP
78
Pursue Wealth Partners
California
$311K +$311K +5,000 New
AB
79
Atlas Brown
Kentucky
$305K +$20.6K +331 +7%
KFGK
80
Keystone Financial Group (Kentucky)
Kentucky
$293K +$293K +4,715 New
SWP
81
Stratos Wealth Partners
Ohio
$293K +$293K +4,719 New
EH
82
Equitable Holdings
New York
$290K +$57.3K +920 +25%
ARC
83
Advisor Resource Council
Texas
$286K +$286K +4,593 New
CWA
84
Clarus Wealth Advisors
Arizona
$283K +$5.24K +82 +2%
FAIM
85
Financial Advocates Investment Management
Washington
$281K -$1.62K -26 -0.6%
AWM
86
Axxcess Wealth Management
California
$261K +$261K +4,194 New
CFGS
87
Concourse Financial Group Securities
Alabama
$250K -$187K -3,008 -43%
TRCT
88
Tower Research Capital (TRC)
New York
$240K -$856K -13,751 -78%
FAM
89
Flaharty Asset Management
Florida
$240K – – –
PSF
90
Pacific Sun Financial
California
$209K +$209K +3,365 New
GWM
91
Geneos Wealth Management
Colorado
$161K +$24.4K +395 +18%
PA
92
Parallel Advisors
California
$159K +$55.7K +895 +54%
FWP
93
FAS Wealth Partners
Kansas
$125K – – –
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$124K – – –
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$107K +$107K +1,724 New
AP
96
Advisors Preferred
Maryland
$104K +$44K +709 +73%
APA
97
American Portfolios Advisors
New York
$78.7K -$2.11K -34 -3%
NFG
98
Next Financial Group
Texas
$62K -$437 -7 -0.7%
MCC
99
Money Concepts Capital
Florida
$56K +$56K +905 New
FHA
100
First Horizon Advisors
Tennessee
$39K – – –
2 3
4
5 6