First Trust Materials AlphaDEX Fund
FXZ
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.
0.31% more ownership
Funds ownership: 59.4% → 59.71% (+0.31%)
4% less funds holding
Funds holding: 123 → 118 (-5)
8% less capital invested
Capital invested by funds: $224M → $206M (-$18.5M)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
52% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$2.59M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.53M |
| 3 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
+$1.21M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$662K |
| 5 |
CPG
Cornerstone Planning Group
Fairfield,
New Jersey
|
+$657K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.33M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.74M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$3.03M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.4M |
FXZ Hedge Fund Activity: Q3 2024 in Review
118 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Materials AlphaDEX Fund (FXZ) for Q3 2024, worth a combined $206M — down 8.3% from $224M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FXZ and 7 opened new positions — a net loss of 4 holders — while 61 trimmed existing stakes and 29 added.
The largest buyer was Goldman Sachs, adding an estimated $2.59M. The largest seller was Morgan Stanley, cutting an estimated $6.33M.
- 118 institutional investors held First Trust Materials AlphaDEX Fund (FXZ) as of Q3 2024, down from 123 in Q2 2024.
- Funds reported $206M of First Trust Materials AlphaDEX Fund stock for Q3 2024, down 8.3% quarter-over-quarter.
- 7 funds opened new First Trust Materials AlphaDEX Fund positions in Q3 2024 and 11 closed out, a net change of -4 holders.
- The largest First Trust Materials AlphaDEX Fund buyer in Q3 2024 was Goldman Sachs, an estimated $2.59M added.
- The largest First Trust Materials AlphaDEX Fund seller in Q3 2024 was Morgan Stanley, an estimated $6.33M sold.
Based on aggregated 13F filings for Q3 2024.