FXZ icon

First Trust Materials AlphaDEX Fund

118 hedge funds and large institutions have $206M invested in First Trust Materials AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
29
Reduced
61
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
76
Kestra Private Wealth Services
Texas
$228K +$228K +3,399 New
Baird Financial Group
77
Baird Financial Group
Wisconsin
$213K -$59.3K -884 -22%
EAM
78
Empirical Asset Management
Massachusetts
$205K -$5.36K -80 -3%
AWA
79
Arkadios Wealth Advisors
Georgia
$200K -$33K -492 -14%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$200K -$5.23K -78 -3%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$173K +$112K +1,666 +185%
GWM
82
Geneos Wealth Management
Colorado
$156K -$8.38K -125 -5%
PA
83
Parallel Advisors
California
$150K
FWP
84
FAS Wealth Partners
Kansas
$135K
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$134K
IA
86
IFP Advisors
Florida
$127K +$13.4K +200 +12%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$126K
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$117K +$116K +1,728 +8,640%
Comerica Bank
89
Comerica Bank
Texas
$113K -$737 -11 -0.6%
TRCT
90
Tower Research Capital (TRC)
New York
$84.7K -$411K -6,124 -83%
BlackRock
91
BlackRock
New York
$59.6K
US Bancorp
92
US Bancorp
Minnesota
$55.3K
CAS
93
Coppell Advisory Solutions
Texas
$48.4K +$742 +11 +2%
HGERS
94
Householder Group Estate & Retirement Specialist
Arizona
$48K -$33.8K -512 -41%
PTC
95
Private Trust Company
Ohio
$45.4K -$6.97K -104 -13%
AAG
96
Armstrong Advisory Group
Massachusetts
$37.7K
GJWM
97
Gilliland Jeter Wealth Management
Arkansas
$35.5K
CFD
98
Creative Financial Designs
Indiana
$30.7K -$5.77K -86 -16%
PSB
99
Piscataqua Savings Bank
New Hampshire
$26.1K
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$25.5K -$2.68K -40 -10%