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First Trust Materials AlphaDEX Fund

123 hedge funds and large institutions have $224M invested in First Trust Materials AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-7
Holders Change %
-5.38%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$241K -$519 -8 -0.2%
SPC
77
Sigma Planning Corp
Michigan
$237K +$21K +324 +10%
AWA
78
Arkadios Wealth Advisors
Georgia
$226K
AFG
79
Arkansas Financial Group
Arkansas
$224K +$224K +3,459 New
PSF
80
Pacific Sun Financial
California
$212K
EAM
81
Empirical Asset Management
Massachusetts
$204K -$2.33K -36 -1%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$198K -$7.71K -119 -4%
GWM
83
Geneos Wealth Management
Colorado
$159K -$21.1K -325 -12%
PA
84
Parallel Advisors
California
$145K
FWP
85
FAS Wealth Partners
Kansas
$130K
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$130K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$122K +$24.3K +375 +25%
IA
88
IFP Advisors
Florida
$110K -$35.6K -549 -24%
Comerica Bank
89
Comerica Bank
Texas
$110K -$519 -8 -0.5%
HGERS
90
Householder Group Estate & Retirement Specialist
Arizona
$80K +$2.45K +38 +3%
ZB
91
Zions Bancorporation
Utah
$60K +$60K +925 New
Jones Financial Companies
92
Jones Financial Companies
Missouri
$58.4K +$58.4K +901 New
BlackRock
93
BlackRock
New York
$57.6K +$35.7K +550 +162%
US Bancorp
94
US Bancorp
Minnesota
$53.5K
BEI
95
Benjamin Edwards Inc
Missouri
$51K
PTC
96
Private Trust Company
Ohio
$50.6K
CAS
97
Coppell Advisory Solutions
Texas
$45.8K +$45.8K +707 New
AAG
98
Armstrong Advisory Group
Massachusetts
$36.5K
CFD
99
Creative Financial Designs
Indiana
$35.2K -$5.96K -92 -14%
GJWM
100
Gilliland Jeter Wealth Management
Arkansas
$34.4K -$17.2K -266 -33%