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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

184 hedge funds and large institutions have $1.44B invested in First Trust Materials AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+17
Holders Change %
+10.18%
% of All Funds
2.94%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
35
Increased
72
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$70.9M
2
Wells Fargo
Wells Fargo
California
+$20.9M
3
Morgan Stanley
Morgan Stanley
New York
+$14.6M
4
AWM
AE Wealth Management
Kansas
+$13.2M
5
DADC
D.A. Davidson & Co
Montana
+$10.2M

Top Sellers

1
FEG
Financial Enhancement Group
Indiana
-$4.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.87M
3
UBS Group
UBS Group
Switzerland
-$2.3M
4
MIH
Meitav Investment House
Israel
-$1.42M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
101
Creative Financial Designs
Indiana
$501K -$54.7K -837 -10%
GWM
102
Geneos Wealth Management
Colorado
$490K -$319K -4,878 -39%
BCA
103
Bay Colony Advisors
Massachusetts
$487K +$85.5K +1,328 +21%
CF
104
Centaurus Financial
California
$484K +$139K +2,125 +40%
SWM
105
Spire Wealth Management
Virginia
$478K +$39.9K +611 +9%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$470K +$32.8K +502 +7%
WP
107
WealthSource Partners
California
$469K -$317K -4,850 -40%
FFA
108
Farther Finance Advisors
California
$457K -$149K -2,288 -25%
SWP
109
Stratos Wealth Partners
Ohio
$447K +$60.2K +922 +16%
YWS
110
Yarger Wealth Strategies
Ohio
$443K -$170K -2,603 -28%
RIA
111
Regal Investment Advisors
Michigan
$436K -$18.9K -289 -4%
APW
112
Aurora Private Wealth
New Jersey
$424K -$51.8K -792 -11%
LNC
113
Lincoln National Corp
Pennsylvania
$415K +$199K +3,042 +92%
SPIA
114
Steward Partners Investment Advisory
New York
$407K -$66.2K -1,013 -14%
KP
115
Keel Point
Alabama
$393K +$393K +6,022 New
RIA
116
Realta Investment Advisors
Delaware
$391K -$849 -13 -0.2%
AWA
117
Arkadios Wealth Advisors
Georgia
$387K +$13.1K +201 +4%
AR
118
Apeiron RIA
Texas
$356K +$356K +5,450 New
WA
119
Wambolt & Associates
Colorado
$354K +$354K +5,394 New
BS
120
Banco Santander
Spain
$343K -$86.2K -1,320 -20%
ACMA
121
Arbor Capital Management (Alaska)
Alaska
$342K -$14.3K -439 -4%
CWA
122
Clarus Wealth Advisors
Arizona
$337K -$9.82K -155 -3%
PFS
123
Prospera Financial Services
Texas
$337K -$29.6K -453 -8%
CWM
124
Cornerstone Wealth Management
Missouri
$332K +$332K +5,079 New
RFWA
125
RPg Family Wealth Advisory
Massachusetts
$332K +$332K +5,077 New
3 4
5
6 7