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First Trust Materials AlphaDEX Fund

123 hedge funds and large institutions have $224M invested in First Trust Materials AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-7
Holders Change %
-5.38%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
101
Wagner Wealth Management
South Carolina
$34.3K +$14.1K +217 +70%
CAM
102
Creekmur Asset Management
Illinois
$27.9K
FHA
103
First Horizon Advisors
Tennessee
$27.5K
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$27.3K -$76.6K -1,181 -74%
PSB
105
Piscataqua Savings Bank
New Hampshire
$25.3K
PS
106
Principal Securities
Iowa
$22K +$1.95K +30 +10%
S
107
SignatureFD
Georgia
$22K
MG
108
Mather Group
Illinois
$19.3K
Fidelity Investments
109
Fidelity Investments
Massachusetts
$17.6K +$2.33K +36 +15%
BFEC
110
Benjamin F. Edwards & Company
Missouri
$16K -$3M -46,571 -99%
CIAS
111
Capital Investment Advisory Services
North Carolina
$14.6K
WAM
112
WFA Asset Management
Wisconsin
$11.1K +$65 +1 +0.6%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$10.3K
TFA
114
Transamerica Financial Advisors
Florida
$6K
WIM
115
Westside Investment Management
California
$5.96K
GRP
116
Global Retirement Partners
California
$5.59K -$9.29K -143 -62%
TSMHT
117
Thurston Springer Miller Herd & Titak
Indiana
$3.89K +$3.89K +60 New
BTI
118
Blue Trust Inc
Georgia
$2.85K
JPMorgan Chase & Co
119
JPMorgan Chase & Co
New York
$1.3K -$1.88K -29 -59%
HCP
120
Hexagon Capital Partners
Arkansas
$1.04K
DFA
121
DHJJ Financial Advisors
Illinois
$649
FHC
122
First Heartland Consultants
Missouri
$514
RCM
123
Raleigh Capital Management
North Carolina
$206
OWA
124
Outlook Wealth Advisors
Texas
-$1.19M -16,613 Closed
BCM
125
Barometer Capital Management
Ontario, Canada
-$740K -11,000 Closed