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First Trust Materials AlphaDEX Fund

142 hedge funds and large institutions have $317M invested in First Trust Materials AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
24
Reduced
73
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
101
FAS Wealth Partners
Kansas
$139K
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$138K
Comerica Bank
103
Comerica Bank
Texas
$137K
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$131K +$20.4K +296 +18%
NC
105
NewSquare Capital
Pennsylvania
$120K -$8.28K -120 -6%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$104K +$3.85K +56 +4%
HGERS
107
Householder Group Estate & Retirement Specialist
Arizona
$83K -$17K -247 -17%
FFO
108
Fortitude Family Office
Arizona
$79K +$79K +1,145 New
PCMC
109
Planning Capital Management Corporation
Pennsylvania
$65.5K +$65.5K +950 New
PTC
110
Private Trust Company
Ohio
$53.9K
CAS
111
Coppell Advisory Solutions
Texas
$51.4K +$33K +479 +180%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$41.7K +$36.6K +531 +718%
AAG
113
Armstrong Advisory Group
Massachusetts
$38.8K
CAM
114
Creekmur Asset Management
Illinois
$29.7K +$29.7K +430 New
PSB
115
Piscataqua Savings Bank
New Hampshire
$26.9K
FHA
116
First Horizon Advisors
Tennessee
$26K
BWM
117
Baystate Wealth Management
Massachusetts
$24.2K +$24.2K +351 New
BlackRock
118
BlackRock
New York
$23.4K
S
119
SignatureFD
Georgia
$23.4K
WWM
120
Wagner Wealth Management
South Carolina
$21.3K +$138 +2 +0.6%
VF
121
VitalStone Financial
Texas
$20K +$20K +291 New
PS
122
Principal Securities
Iowa
$18.9K +$18.9K +274 New
RFA
123
Register Financial Advisors
Georgia
$15.7K
CIAS
124
Capital Investment Advisory Services
North Carolina
$15.5K
GRP
125
Global Retirement Partners
California
$15K