FXZ icon

First Trust Materials AlphaDEX Fund

142 hedge funds and large institutions have $317M invested in First Trust Materials AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
24
Reduced
73
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$341K -$31.5K -457 -8%
SAM
77
SignalPoint Asset Management
Missouri
$330K -$69 -1 -0%
KPWS
78
Kestra Private Wealth Services
Texas
$324K -$18.8K -273 -5%
FFA
79
Farther Finance Advisors
California
$303K -$119K -1,730 -28%
ACMA
80
Arbor Capital Management (Alaska)
Alaska
$300K
PBF
81
Petix & Botte Financial
California
$298K
AWA
82
Arkadios Wealth Advisors
Georgia
$293K -$62.1K -900 -17%
AB
83
Atlas Brown
Kentucky
$287K -$1.86K -27 -0.6%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$281K -$14.1K -205 -5%
AR
85
Apeiron RIA
Texas
$281K -$100K -1,454 -26%
BS
86
Banco Santander
Spain
$280K -$43.4K -630 -13%
RIA
87
Regal Investment Advisors
Michigan
$278K -$45.5K -660 -14%
BRWA
88
B. Riley Wealth Advisors
Florida
$277K -$3.45K -50 -1%
AAS
89
Avantax Advisory Services
Texas
$261K -$37.9K -549 -13%
GWM
90
Geneos Wealth Management
Colorado
$254K -$10.6K -153 -4%
APW
91
Aurora Private Wealth
New Jersey
$232K -$21.7K -315 -9%
PSF
92
Pacific Sun Financial
California
$229K -$3.45K -50 -1%
MOS
93
MGO One Seven
Ohio
$221K -$37.2K -540 -14%
EAM
94
Empirical Asset Management
Massachusetts
$219K -$4.76K -69 -2%
ES
95
Eagle Strategies
New York
$213K +$213K +3,094 New
CWM
96
Cornerstone Wealth Management
Missouri
$201K -$199K -2,884 -50%
AAS
97
Ameritas Advisory Services
Nebraska
$200K +$200K +2,974 New
IA
98
IFP Advisors
Florida
$176K -$82.8K -1,200 -32%
IPW
99
Impact Partnership Wealth
Georgia
$169K -$63.5K -921 -27%
PA
100
Parallel Advisors
California
$154K -$39.5K -573 -20%