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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

130 hedge funds and large institutions have $274M invested in First Trust Materials AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-12
Holders Change %
-8.45%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
32
Reduced
67
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.33M
2
LPL Financial
LPL Financial
California
+$1.34M
3
OWA
Outlook Wealth Advisors
Texas
+$1.19M
4
Goldman Sachs
Goldman Sachs
New York
+$1.14M
5
Bank of America
Bank of America
North Carolina
+$1.13M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$34.8M
2
RJA
Raymond James & Associates
Florida
-$4.73M
3
UBS Group
UBS Group
Switzerland
-$4.25M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.03M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$58.9K +$49.9K +700 +560%
GJWM
102
Gilliland Jeter Wealth Management
Arkansas
$56.8K +$56.8K +796 New
BEI
103
Benjamin Edwards Inc
Missouri
$56K +$52.9K +737 +1,714%
PTC
104
Private Trust Company
Ohio
$55.7K – – –
CFD
105
Creative Financial Designs
Indiana
$45.3K -$557K -7,814 -92%
AAG
106
Armstrong Advisory Group
Massachusetts
$38.8K – – –
CAM
107
Creekmur Asset Management
Illinois
$30.7K – – –
FHA
108
First Horizon Advisors
Tennessee
$30.2K +$3.35K +47 +12%
FGAM
109
Financial Gravity Asset Management
Texas
$28.1K +$14K +200 +100%
PSB
110
Piscataqua Savings Bank
New Hampshire
$27.8K – – –
BlackRock
111
BlackRock
New York
$24.2K – – –
S
112
SignatureFD
Georgia
$24.2K – – –
WWM
113
Wagner Wealth Management
South Carolina
$22.2K +$143 +2 +0.6%
PS
114
Principal Securities
Iowa
$22.1K +$2.57K +36 +13%
MG
115
Mather Group
Illinois
$18.7K +$18.7K +271 New
Fidelity Investments
116
Fidelity Investments
Massachusetts
$16.8K -$26.4K -370 -61%
GRP
117
Global Retirement Partners
California
$16.3K +$71 +1 +0.4%
RFA
118
Register Financial Advisors
Georgia
$16.2K – – –
CIAS
119
Capital Investment Advisory Services
North Carolina
$16.1K – – –
WAM
120
WFA Asset Management
Wisconsin
$12.2K +$71 +1 +0.6%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$11.4K -$3.56K -50 -24%
AWM
122
Abound Wealth Management
Tennessee
$8.51K +$8.51K +119 New
WIM
123
Westside Investment Management
California
$6.56K – – –
TFA
124
Transamerica Financial Advisors
Florida
$6K -$145 -2 -2%
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$3.42K +$3.35K +48 +4,800%
2 3 4
5
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