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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

184 hedge funds and large institutions have $1.44B invested in First Trust Materials AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+17
Holders Change %
+10.18%
% of All Funds
2.94%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
35
Increased
72
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$70.9M
2
Wells Fargo
Wells Fargo
California
+$20.9M
3
Morgan Stanley
Morgan Stanley
New York
+$14.6M
4
AWM
AE Wealth Management
Kansas
+$13.2M
5
DADC
D.A. Davidson & Co
Montana
+$10.2M

Top Sellers

1
FEG
Financial Enhancement Group
Indiana
-$4.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.87M
3
UBS Group
UBS Group
Switzerland
-$2.3M
4
MIH
Meitav Investment House
Israel
-$1.42M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
126
Belpointe Asset Management
Nevada
$327K -$327 -5 -0.1%
FCA
127
Fortis Capital Advisors
Kansas
$327K – – –
PWP
128
Pursue Wealth Partners
California
$327K – – –
SAM
129
SignalPoint Asset Management
Missouri
$316K -$2.22K -34 -0.7%
OBWG
130
Onyx Bridge Wealth Group
New York
$316K +$70.9K +1,085 +29%
ES
131
Eagle Strategies
New York
$298K -$74.6K -1,142 -20%
BRWA
132
B. Riley Wealth Advisors
Florida
$285K +$9.73K +149 +4%
PFA
133
Plotkin Financial Advisors
Maryland
$280K – – –
AB
134
Atlas Brown
Kentucky
$274K -$1.5K -23 -0.5%
ACP
135
Aveo Capital Partners
Colorado
$272K -$79.1K -1,211 -23%
WS
136
Wedbush Securities
California
$268K -$78.5K -1,201 -23%
GRP
137
Global Retirement Partners
California
$262K +$248K +4,034 +1,777%
BCM
138
Brookstone Capital Management
Illinois
$253K +$16.7K +255 +7%
AAS
139
Ameritas Advisory Services
Nebraska
$247K -$1.21M -18,630 -83%
EAM
140
Empirical Asset Management
Massachusetts
$241K -$91.4K -1,399 -28%
DTL
141
Dynamic Technology Lab
Singapore
$230K +$230K +3,514 New
AP
142
Atwood & Palmer
Missouri
$217K +$217K +3,315 New
HGERS
143
Householder Group Estate & Retirement Specialist
Arizona
$213K +$213K +3,254 New
DBRC
144
D.B. Root & Company
Pennsylvania
$201K +$201K +3,078 New
FIA
145
Foundations Investment Advisors
Arizona
$200K +$200K +3,062 New
IA
146
IFP Advisors
Florida
$197K -$514K -11,808 -72%
PA
147
Parallel Advisors
California
$190K +$65 +1 +0%
JPMorgan Chase & Co
148
JPMorgan Chase & Co
New York
$133K +$133K +2,043 New
FWP
149
FAS Wealth Partners
Kansas
$131K – – –
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$131K – – –
4 5
6
7 8