FXZ icon

First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

102 hedge funds and large institutions have $136M invested in First Trust Materials AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-17
Holders Change %
-14.29%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
39
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.25M
2
Two Sigma Investments
Two Sigma Investments
New York
+$1.76M
3
Stifel Financial
Stifel Financial
Missouri
+$1.65M
4
GS
GTS Securities
New York
+$954K
5
HAS
HBW Advisory Services
California
+$890K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.2M
2
UBS Group
UBS Group
Switzerland
-$2.91M
3
Wells Fargo
Wells Fargo
California
-$2.75M
4
LPL Financial
LPL Financial
California
-$2.74M
5
Jane Street
Jane Street
New York
-$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$444 -$92.5K -1,666 -100%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$444 – – –
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$33 -$34 – –
Jane Street
104
Jane Street
New York
– -$2.63M -46,288 Closed
IAA
105
Independent Advisor Alliance
North Carolina
– -$572K -10,066 Closed
TSS
106
Two Sigma Securities
New York
– -$536K -9,435 Closed
MIH
107
Meitav Investment House
Israel
– -$494K -8,702 Closed
Envestnet Portfolio Solutions
108
Envestnet Portfolio Solutions
Illinois
– -$337K -5,928 Closed
AWS
109
Atria Wealth Solutions
New York
– -$324K -5,710 Closed
CWA
110
Clarus Wealth Advisors
Arizona
– -$330K -5,681 Closed
SFPG
111
Stonebridge Financial Planning Group
Florida
– -$245K -4,315 Closed
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
– -$225K -3,952 Closed
MA
113
MONECO Advisors
Connecticut
– -$206K -3,632 Closed
KPWS
114
Kestra Private Wealth Services
Texas
– -$205K -3,610 Closed
US Bancorp
115
US Bancorp
Minnesota
– -$46.9K -825 Closed
CAS
116
Coppell Advisory Solutions
Texas
– -$32.4K -577 Closed
CFD
117
Creative Financial Designs
Indiana
– -$25.9K -457 Closed
MCM
118
MAI Capital Management
Ohio
– -$14.2K -250 Closed
T
119
Transce3nd
Texas
– -$9.09K -160 Closed
MEG
120
Millstone Evans Group
Colorado
– -$6.82K -120 Closed
WIM
121
Westside Investment Management
California
– -$5.23K -92 Closed
CIAS
122
Capital Investment Advisory Services
North Carolina
– -$1.42K -25 Closed
RCM
123
Raleigh Capital Management
North Carolina
– -$183 -3 Closed
1 2 3 4
5