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First Trust Materials AlphaDEX Fund

130 hedge funds and large institutions have $274M invested in First Trust Materials AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-12
Holders Change %
-8.45%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
32
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
76
Farther Finance Advisors
California
$297K -$16.6K -232 -5%
AB
77
Atlas Brown
Kentucky
$278K -$18.5K -259 -6%
AAS
78
Avantax Advisory Services
Texas
$265K -$4.78K -67 -2%
RIA
79
Regal Investment Advisors
Michigan
$258K -$29.6K -415 -10%
BRWA
80
B. Riley Wealth Advisors
Florida
$256K +$3.15K +50 +1%
AWA
81
Arkadios Wealth Advisors
Georgia
$248K -$55.1K -773 -18%
BS
82
Banco Santander
Spain
$246K -$43.5K -610 -15%
SPC
83
Sigma Planning Corp
Michigan
$238K +$238K +3,332 New
PSF
84
Pacific Sun Financial
California
$234K -$3.57K -50 -2%
AR
85
Apeiron RIA
Texas
$231K -$59.6K -835 -21%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$227K -$64.2K -900 -22%
EAM
87
Empirical Asset Management
Massachusetts
$227K -$71 -1 -0%
MOS
88
MGO One Seven
Ohio
$214K -$14.3K -201 -6%
GWM
89
Geneos Wealth Management
Colorado
$198K -$65.2K -914 -25%
IPW
90
Impact Partnership Wealth
Georgia
$175K
IA
91
IFP Advisors
Florida
$160K -$21.5K -302 -12%
PA
92
Parallel Advisors
California
$160K
FWP
93
FAS Wealth Partners
Kansas
$143K
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$143K
Comerica Bank
95
Comerica Bank
Texas
$122K -$20.3K -284 -14%
EWA
96
EP Wealth Advisors
California
$115K +$115K +1,614 New
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$114K -$21.1K -296 -16%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$108K -$215 -3 -0.2%
HGERS
99
Householder Group Estate & Retirement Specialist
Arizona
$85.8K -$71 -1 -0.1%
FFO
100
Fortitude Family Office
Arizona
$81.7K