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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

167 hedge funds and large institutions have $1.15B invested in First Trust Materials AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 70 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+14
Holders Change %
+9.15%
% of All Funds
2.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
52
Reduced
70
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$557M
2
FEG
Financial Enhancement Group
Indiana
$4.2M
3
UBS Group
UBS Group
Switzerland
$16.5M
4
GA
Gateway Advisory
New Jersey
$1.44M
5
Goldman Sachs
Goldman Sachs
New York
$5.18M

Top Sellers

1
NC
NewSquare Capital
Pennsylvania
$5.81M
2
RJA
Raymond James & Associates
Florida
$24.9M
3
LPL Financial
LPL Financial
California
$36.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.05M
5
Ameriprise
Ameriprise
Minnesota
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
YDMI
76
Y.D. More Investments
Israel
$672K +$672K +11,000 New
SAM
77
Secure Asset Management
Michigan
$625K -$24.6K -406 -4%
CA
78
CoreCap Advisors
Michigan
$612K -$153K -2,521 -20%
AWM
79
AE Wealth Management
Kansas
$610K +$10.8K +178 +2%
MA
80
MONECO Advisors
Connecticut
$608K -$286K -4,727 -32%
WCM
81
WealthBridge Capital Management
Ohio
$589K +$204K +3,366 +53%
VAS
82
Vestmark Advisory Solutions
Massachusetts
$588K +$234K +3,855 +66%
CAC
83
Certified Advisory Corp
Florida
$588K -$394K -6,503 -40%
CAG
84
Csenge Advisory Group
Florida
$583K +$12.7K +209 +2%
YWS
85
Yarger Wealth Strategies
Ohio
$568K +$2.42K +40 +0.4%
FFA
86
Farther Finance Advisors
California
$562K +$562K +9,282 New
PCH
87
PGIM Custom Harvest
New Jersey
$561K +$561K +9,257 New
DC
88
Davenport & Co
Virginia
$560K +$560K +9,235 New
EH
89
Equitable Holdings
New York
$548K +$66.3K +1,095 +14%
WI
90
Wintrust Investments
Illinois
$542K +$21.1K +349 +4%
CFD
91
Creative Financial Designs
Indiana
$516K +$28.4K +469 +6%
CPG
92
Cornerstone Planning Group
New Jersey
$512K +$512K +7,748 New
SEP
93
Southland Equity Partners
Missouri
$508K -$6.97K -115 -1%
GIA
94
Gladstone Institutional Advisory
Florida
$502K -$184K -3,045 -27%
KA
95
Kovack Advisors
Florida
$489K +$70K +1,155 +17%
SPWM
96
Schrum Private Wealth Management
Florida
$468K – – –
APW
97
Aurora Private Wealth
New Jersey
$441K -$26.1K -431 -6%
SPIA
98
Steward Partners Investment Advisory
New York
$439K -$496K -8,192 -53%
RIA
99
Regal Investment Advisors
Michigan
$422K +$16.9K +279 +4%
SWM
100
Spire Wealth Management
Virginia
$407K +$233K +3,847 +134%
2 3
4
5 6