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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

143 hedge funds and large institutions have $334M invested in First Trust Materials AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-6
Holders Change %
-4.03%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
29
Reduced
75
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$28.7M
2
IAIM
International Assets Investment Management
Florida
$6.21M
3
NA
Navellier & Associates
Nevada
$3.1M
4
Citadel Advisors
Citadel Advisors
Florida
$3.81M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$11.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$63
2
Morgan Stanley
Morgan Stanley
New York
$29.6M
3
Ameriprise
Ameriprise
Minnesota
$8.85M
4
Wells Fargo
Wells Fargo
California
$45.1M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$92K
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
101
Pacific Sun Financial
California
$213K – – –
IPW
102
Impact Partnership Wealth
Georgia
$213K +$213K +3,372 New
EAM
103
Empirical Asset Management
Massachusetts
$205K -$20.2K -321 -9%
SPC
104
Sigma Planning Corp
Michigan
$201K -$1.7K -27 -0.8%
PA
105
Parallel Advisors
California
$177K +$126 +2 +0.1%
FWP
106
FAS Wealth Partners
Kansas
$127K – – –
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$126K – – –
Comerica Bank
108
Comerica Bank
Texas
$125K +$125K +1,989 New
NC
109
NewSquare Capital
Pennsylvania
$117K -$157K -2,485 -57%
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$101K -$252K -4,000 -71%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$97.8K +$3.47K +55 +4%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$92K -$6.12M -96,916 -99%
HGERS
113
Householder Group Estate & Retirement Specialist
Arizona
$91.5K +$91.5K +1,450 New
PTC
114
Private Trust Company
Ohio
$49.2K -$3.47K -55 -7%
AAG
115
Armstrong Advisory Group
Massachusetts
$35.5K – – –
PSB
116
Piscataqua Savings Bank
New Hampshire
$24.6K – – –
FHA
117
First Horizon Advisors
Tennessee
$23.8K – – –
BlackRock
118
BlackRock
New York
$21.4K – – –
S
119
SignatureFD
Georgia
$21.4K – – –
BAAM
120
Baker Avenue Asset Management
California
$20.2K – – –
WWM
121
Wagner Wealth Management
South Carolina
$19.4K +$126 +2 +0.7%
TFA
122
Transamerica Financial Advisors
Florida
$19K -$6.31K -99 -25%
CAS
123
Coppell Advisory Solutions
Texas
$16.1K -$4.27M -70,544 -100%
RFA
124
Register Financial Advisors
Georgia
$14.3K – – –
CIAS
125
Capital Investment Advisory Services
North Carolina
$14.2K +$12.6K +200 +800%
3 4
5
6 7