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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

143 hedge funds and large institutions have $334M invested in First Trust Materials AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-6
Holders Change %
-4.03%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
29
Reduced
75
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$28.7M
2
IAIM
International Assets Investment Management
Florida
$6.21M
3
NA
Navellier & Associates
Nevada
$3.1M
4
Citadel Advisors
Citadel Advisors
Florida
$3.81M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$11.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$63
2
Morgan Stanley
Morgan Stanley
New York
$29.6M
3
Ameriprise
Ameriprise
Minnesota
$8.85M
4
Wells Fargo
Wells Fargo
California
$45.1M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$92K
Name Holding Trade Value Shares
Change 		Shares
Change %
YWS
76
Yarger Wealth Strategies
Ohio
$346K -$84.9K -1,347 -20%
SPIA
77
Steward Partners Investment Advisory
New York
$340K -$52.4K -831 -13%
AWA
78
Arkadios Wealth Advisors
Georgia
$325K +$1.51K +24 +0.5%
BAM
79
Belpointe Asset Management
Nevada
$315K – – –
FCA
80
Fortis Capital Advisors
Kansas
$315K – – –
KPWS
81
Kestra Private Wealth Services
Texas
$313K -$2.23M -35,341 -88%
SAM
82
SignalPoint Asset Management
Missouri
$302K -$3.03K -48 -1%
RIA
83
Regal Investment Advisors
Michigan
$296K -$174K -2,764 -37%
BS
84
Banco Santander
Spain
$296K +$51.1K +810 +21%
ACMA
85
Arbor Capital Management (Alaska)
Alaska
$285K -$37.4K -1,224 -12%
AAS
86
Avantax Advisory Services
Texas
$273K +$273K +4,337 New
PBF
87
Petix & Botte Financial
California
$272K – – –
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$270K -$23.2K -368 -8%
AB
89
Atlas Brown
Kentucky
$264K -$126 -2 -0%
SG
90
StoneX Group
New York
$260K +$260K +4,124 New
BRWA
91
B. Riley Wealth Advisors
Florida
$256K – – –
ACP
92
Aveo Capital Partners
Colorado
$249K – – –
FEM
93
Fulcrum Equity Management
Texas
$244K +$244K +3,878 New
GWM
94
Geneos Wealth Management
Colorado
$242K -$23.3K -369 -9%
IA
95
IFP Advisors
Florida
$236K -$252 -4 -0.1%
MOS
96
MGO One Seven
Ohio
$236K -$441K -7,000 -65%
APW
97
Aurora Private Wealth
New Jersey
$232K +$1.51K +24 +0.7%
DC
98
Davenport & Co
Virginia
$232K -$97.1K -1,541 -30%
DADC
99
D.A. Davidson & Co
Montana
$229K -$1.68M -26,662 -88%
SAM
100
Secure Asset Management
Michigan
$227K -$192K -3,053 -46%
2 3
4
5 6