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First Trust Materials AlphaDEX Fund

153 hedge funds and large institutions have $1.02B invested in First Trust Materials AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 78 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-26
Holders Change %
-14.53%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
44
Reduced
78
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CF
101
Centaurus Financial
California
$331K +$120K +2,317 +57%
VAS
102
Vestmark Advisory Solutions
Massachusetts
$303K +$303K +5,851 New
SCFS
103
S.C. Financial Services
Arizona
$288K -$1.97K -38 -0.7%
KP
104
Keel Point
Alabama
$285K +$4.41K +85 +2%
WH
105
Willner & Heller
California
$276K +$87.7K +1,690 +47%
PFA
106
Plotkin Financial Advisors
Maryland
$270K
BCA
107
Bay Colony Advisors
Massachusetts
$269K +$4.04K +78 +2%
EAM
108
Empirical Asset Management
Massachusetts
$267K -$4.82K -93 -2%
BAM
109
Belpointe Asset Management
Nevada
$263K
PWP
110
Pursue Wealth Partners
California
$259K
TCM
111
Triumph Capital Management
Colorado
$257K -$820K -15,804 -76%
SAM
112
SignalPoint Asset Management
Missouri
$254K
CWA
113
Clarus Wealth Advisors
Arizona
$254K +$14.1K +257 +6%
Creative Planning
114
Creative Planning
Kansas
$250K +$250K +4,813 New
OWA
115
Outlook Wealth Advisors
Texas
$235K +$235K +4,524 New
AB
116
Atlas Brown
Kentucky
$231K -$11.2K -216 -5%
AWS
117
Atria Wealth Solutions
New York
$229K -$376K -7,245 -62%
BRWA
118
B. Riley Wealth Advisors
Florida
$219K +$219K +4,213 New
ACP
119
Aveo Capital Partners
Colorado
$218K -$263K -5,080 -55%
DADC
120
D.A. Davidson & Co
Montana
$214K -$9.31M -179,629 -98%
PA
121
Parallel Advisors
California
$151K +$52 +1 +0%
SWM
122
Spire Wealth Management
Virginia
$148K -$441K -8,519 -75%
CFGS
123
Concourse Financial Group Securities
Alabama
$123K -$39K -754 -24%
HGERS
124
Householder Group Estate & Retirement Specialist
Arizona
$115K +$115K +2,222 New
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$104K