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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

145 hedge funds and large institutions have $1.46B invested in First Trust Materials AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+27
Holders Change %
+22.88%
% of All Funds
2.29%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
42
Increased
58
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$655M
2
Morgan Stanley
Morgan Stanley
New York
+$50.1M
3
Wells Fargo
Wells Fargo
California
+$44.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$30.9M
5
LPL Financial
LPL Financial
California
+$19.7M

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$3.18M
2
CW
CreativeOne Wealth
Kansas
-$2.3M
3
IWM
IHT Wealth Management
Illinois
-$1.37M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.31M
5
CA
CoreCap Advisors
Michigan
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
76
Aveo Capital Partners
Colorado
$875K -$13.9K -194 -2%
CC
77
Cypress Capital
Tennessee
$865K – – –
SMF
78
Sterling Manor Financial
New York
$843K +$29.7K +415 +4%
MA
79
Mutual Advisors
Nebraska
$842K +$842K +11,758 New
SFI
80
SPC Financial Inc
Maryland
$839K +$839K +11,715 New
SAM
81
Secure Asset Management
Michigan
$788K +$788K +11,000 New
YWS
82
Yarger Wealth Strategies
Ohio
$772K -$73K -1,019 -9%
RFWA
83
RPg Family Wealth Advisory
Massachusetts
$763K +$121K +1,683 +19%
MWM
84
MinichMacGregor Wealth Management
New York
$721K +$721K +10,075 New
PAG
85
Private Advisor Group
New Jersey
$714K +$117K +1,633 +20%
CF
86
Centaurus Financial
California
$685K +$685K +9,557 New
SWP
87
Stratos Wealth Partners
Ohio
$676K +$338K +4,715 +100%
JWCA
88
J.W. Cole Advisors
Florida
$653K +$147K +2,046 +29%
CIBC World Market
89
CIBC World Market
Ontario, Canada
$634K -$228K -3,183 -26%
DBRC
90
D.B. Root & Company
Pennsylvania
$633K -$11.7K -164 -2%
AWA
91
Arkadios Wealth Advisors
Georgia
$632K +$252K +3,513 +66%
SPWM
92
Schrum Private Wealth Management
Florida
$560K – – –
APW
93
Aurora Private Wealth
New Jersey
$526K +$2.01K +28 +0.4%
ACMA
94
Arbor Capital Management (Alaska)
Alaska
$495K +$495K +13,429 New
FHC
95
First Heartland Consultants
Missouri
$489K +$489K +6,834 New
KAS
96
Kestra Advisory Services
Texas
$448K +$59.3K +828 +15%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$444K +$24.7K +344 +6%
SPIA
98
Steward Partners Investment Advisory
New York
$422K -$78.8K -1,101 -16%
GWM
99
Geneos Wealth Management
Colorado
$411K +$225K +3,137 +120%
PFA
100
Plotkin Financial Advisors
Maryland
$389K +$389K +5,428 New
2 3
4
5 6