FXZ icon

First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

179 hedge funds and large institutions have $1.26B invested in First Trust Materials AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 65 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+34
Holders Change %
+23.45%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
54
Increased
65
Reduced
44
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$13.7M
2
Morgan Stanley
Morgan Stanley
New York
+$13.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$10.7M
4
Wells Fargo
Wells Fargo
California
+$10.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.96M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$46.1M
2
NC
NewSquare Capital
Pennsylvania
-$7.11M
3
IAIM
International Assets Investment Management
Florida
-$7M
4
SI
Stephens Inc
Arkansas
-$5.52M
5
GA
Gateway Advisory
New Jersey
-$5.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
101
Flow Traders U.S.
New York
$545K +$545K +9,642 New
BS
102
Banco Santander
Spain
$532K -$358K -6,340 -40%
ACP
103
Aveo Capital Partners
Colorado
$525K -$165K -2,923 -24%
PAG
104
Private Advisory Group
Washington
$516K +$516K +9,130 New
SWP
105
Stratos Wealth Partners
Ohio
$489K -$44.8K -791 -8%
CAG
106
Csenge Advisory Group
Florida
$486K +$486K +8,601 New
AWM
107
AE Wealth Management
Kansas
$474K -$520K -9,190 -52%
WI
108
Wintrust Investments
Illinois
$457K +$457K +8,080 New
LS
109
Leelyn Smith
Illinois
$457K +$457K +8,084 New
SPWM
110
Schrum Private Wealth Management
Florida
$454K – – –
DBRC
111
D.B. Root & Company
Pennsylvania
$443K -$56.7K -1,003 -11%
GWM
112
Geneos Wealth Management
Colorado
$429K +$104K +1,844 +32%
CFD
113
Creative Financial Designs
Indiana
$423K +$423K +7,491 New
APW
114
Aurora Private Wealth
New Jersey
$416K +$566 +10 +0.1%
Walleye Capital
115
Walleye Capital
New York
$415K +$203K +3,593 +96%
RIA
116
Regal Investment Advisors
Michigan
$409K +$235K +4,161 +135%
RIA
117
Realta Investment Advisors
Delaware
$396K +$396K +7,001 New
ACMA
118
Arbor Capital Management (Alaska)
Alaska
$373K -$83.1K -2,446 -18%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$359K +$9.32K +165 +3%
WCM
120
WealthBridge Capital Management
Ohio
$359K +$359K +6,358 New
EH
121
Equitable Holdings
New York
$345K +$46.3K +820 +16%
KP
122
Keel Point
Alabama
$343K +$343K +5,407 New
KA
123
Kovack Advisors
Florida
$338K +$152K +2,679 +81%
BCA
124
Bay Colony Advisors
Massachusetts
$317K +$317K +5,111 New
SCFS
125
S.C. Financial Services
Arizona
$316K +$316K +5,598 New
3 4
5
6 7