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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

118 hedge funds and large institutions have $206M invested in First Trust Materials AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
29
Reduced
61
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$6.16M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$7.87M
3
BCA
Bay Colony Advisors
Massachusetts
$1.7M
4
Citadel Advisors
Citadel Advisors
Florida
$2.84M
5
CPG
Cornerstone Planning Group
New Jersey
$8.86M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$15.1M
2
LPL Financial
LPL Financial
California
$18.8M
3
Stifel Financial
Stifel Financial
Missouri
$2.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$602K
5
UBS Group
UBS Group
Switzerland
$9.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
101
Principal Securities
Iowa
$23.9K +$1.07K +16 +5%
S
102
SignatureFD
Georgia
$22.7K – – –
MG
103
Mather Group
Illinois
$18.2K – – –
WWM
104
Wagner Wealth Management
South Carolina
$14.5K -$20.9K -312 -59%
SAM
105
Smartleaf Asset Management
Massachusetts
$13.5K +$13.5K +200 New
Fidelity Investments
106
Fidelity Investments
Massachusetts
$11.9K -$6.24K -93 -34%
WAM
107
WFA Asset Management
Wisconsin
$11.6K +$67 +1 +0.6%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$10.7K – – –
AssetMark Inc
109
AssetMark Inc
California
$8.58K +$8.58K +128 New
WIM
110
Westside Investment Management
California
$6.17K – – –
GRP
111
Global Retirement Partners
California
$5.8K +$67 +1 +1%
RIA
112
Realta Investment Advisors
Delaware
$5.7K +$5.7K +85 New
TSMHT
113
Thurston Springer Miller Herd & Titak
Indiana
$4.02K – – –
TFA
114
Transamerica Financial Advisors
Florida
$3K -$4.78K -51 -61%
CIAS
115
Capital Investment Advisory Services
North Carolina
$1.68K -$13.4K -200 -89%
HCP
116
Hexagon Capital Partners
Arkansas
$1.07K – – –
DFA
117
DHJJ Financial Advisors
Illinois
$671 – – –
RCM
118
Raleigh Capital Management
North Carolina
$214 – – –
IAIM
119
International Assets Investment Management
Florida
– -$739K -11,401 Closed
OFS
120
OneAscent Financial Services
Alabama
– -$616K -9,498 Closed
OC
121
Oppenheimer & Co
New York
– -$374K -5,770 Closed
WH
122
Willner & Heller
California
– -$286K -4,418 Closed
JWCA
123
J.W. Cole Advisors
Florida
– -$272K -4,193 Closed
PSF
124
Pacific Sun Financial
California
– -$212K -3,275 Closed
ZB
125
Zions Bancorporation
Utah
– -$60K -925 Closed
2 3 4
5
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