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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

118 hedge funds and large institutions have $362M invested in First Trust Materials AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+24
Holders Change %
+25.53%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
34
Increased
28
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$17.1M
2
Wells Fargo
Wells Fargo
California
+$10.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.35M
4
LPL Financial
LPL Financial
California
+$4.8M
5
CW
CreativeOne Wealth
Kansas
+$2.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.55M
3
RJA
Raymond James & Associates
Florida
-$3.07M
4
FMP
Financial Management Professionals
Texas
-$2.25M
5
NA
Navellier & Associates
Nevada
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
101
Allworth Financial
California
$32K – – –
SCA
102
Snowden Capital Advisors
New York
$31K +$31K +509 New
AF
103
Advisornet Financial
Minnesota
$29K – – –
BlackRock
104
BlackRock
New York
$21K – – –
S
105
SignatureFD
Georgia
$21K – – –
Fidelity Investments
106
Fidelity Investments
Massachusetts
$20K -$2.2K -36 -10%
CAL
107
Capital Analysts LLC
Pennsylvania
$19K +$19K +310 New
ODG
108
O'Dell Group
Ohio
$18K +$18K +290 New
AIM
109
Anchor Investment Management
South Carolina
$17K +$17K +273 New
CAAS
110
Capital Asset Advisory Services
Michigan
$16K – – –
HCP
111
Hexagon Capital Partners
Arkansas
$16K – – –
SAM
112
Strategic Asset Management
Minnesota
$16K +$16K +250 New
QCG
113
Quadrant Capital Group
Ohio
$11K +$63 +1 +0.6%
EVM
114
Eaton Vance Management
Massachusetts
$7K – – –
IPW
115
IronBridge Private Wealth
Texas
$7K – – –
Koshinski Asset Management
116
Koshinski Asset Management
Illinois
$4.66K – – –
CIAS
117
Capital Investment Advisory Services
North Carolina
$2K +$2K +25 New
WIM
118
Westside Investment Management
California
$5 – – –
FMP
119
Financial Management Professionals
Texas
– -$2.25M -40,178 Closed
LNC
120
Lincoln National Corp
Pennsylvania
– -$1.64M -29,314 Closed
FTUS
121
Flow Traders U.S.
New York
– -$1.01M -18,082 Closed
GRP
122
Global Retirement Partners
California
– -$614K -10,964 Closed
Barclays
123
Barclays
United Kingdom
– -$348K -6,209 Closed
SF
124
Synovus Financial
Georgia
– -$266K -4,740 Closed
BEI
125
Benjamin Edwards Inc
Missouri
– -$83K -1,481 Closed
2 3 4
5
6