FXZ icon

First Trust Materials AlphaDEX Fund

149 hedge funds and large institutions have $403M invested in First Trust Materials AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 86 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-35
Holders Change %
-19.02%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.02%
New
15
Increased
25
Reduced
86
Closed
48
Calls
Puts
$298K
Net Calls
-$298K
Net Calls Change
-$298K
Name Holding Trade Value Shares
Change
Shares
Change %
GS
76
GTS Securities
New York
$473K +$473K +7,367 New
MCM
77
Monument Capital Management
Virginia
$471K +$471K +7,330 New
SWM
78
Spire Wealth Management
Virginia
$470K -$385 -6 -0.1%
BCA
79
Bay Colony Advisors
Massachusetts
$459K -$26.4K -411 -5%
YWS
80
Yarger Wealth Strategies
Ohio
$438K +$3.34K +52 +0.8%
SWP
81
Stratos Wealth Partners
Ohio
$436K -$3.98K -62 -0.9%
FFA
82
Farther Finance Advisors
California
$434K -$15.1K -236 -3%
SAM
83
Secure Asset Management
Michigan
$427K -$90.4K -1,408 -17%
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$425K +$425K +5,602 New
SPIA
85
Steward Partners Investment Advisory
New York
$400K -$193 -3 -0%
RIA
86
Realta Investment Advisors
Delaware
$389K +$4.04K +63 +1%
WA
87
Wambolt & Associates
Colorado
$379K +$32.7K +510 +9%
AR
88
Apeiron RIA
Texas
$373K +$22.7K +354 +6%
CWA
89
Clarus Wealth Advisors
Arizona
$371K +$29.1K +453 +9%
CAC
90
Certified Advisory Corp
Florida
$359K -$225K -3,501 -38%
ACMA
91
Arbor Capital Management (Alaska)
Alaska
$355K +$808 +24 +0.2%
RFWA
92
RPg Family Wealth Advisory
Massachusetts
$337K +$11.4K +177 +3%
DC
93
Davenport & Co
Virginia
$335K -$1.09M -17,047 -77%
AWA
94
Arkadios Wealth Advisors
Georgia
$329K -$51.6K -804 -14%
BAM
95
Belpointe Asset Management
Nevada
$321K
FCA
96
Fortis Capital Advisors
Kansas
$321K
CWM
97
Cornerstone Wealth Management
Missouri
$316K -$10.3K -161 -3%
SAM
98
SignalPoint Asset Management
Missouri
$311K
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$299K -$164K -2,549 -35%
NC
100
NewSquare Capital
Pennsylvania
$279K -$4.79M -74,560 -94%