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First Trust Materials AlphaDEX Fund

149 hedge funds and large institutions have $403M invested in First Trust Materials AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 86 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-35
Holders Change %
-19.02%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.02%
New
15
Increased
25
Reduced
86
Closed
48
Calls
Puts
$298K
Net Calls
-$298K
Net Calls Change
-$298K
Name Holding Trade Value Shares
Change
Shares
Change %
PSB
126
Piscataqua Savings Bank
New Hampshire
$25K
FHA
127
First Horizon Advisors
Tennessee
$24.2K
BlackRock
128
BlackRock
New York
$21.8K
S
129
SignatureFD
Georgia
$21.8K
BAAM
130
Baker Avenue Asset Management
California
$20.5K
WWM
131
Wagner Wealth Management
South Carolina
$19.6K +$64 +1 +0.3%
WIM
132
Westside Investment Management
California
$18.8K
WP
133
WealthPLAN Partners
Nebraska
$15.1K -$706 -11 -4%
RFA
134
Register Financial Advisors
Georgia
$14.6K
AWM
135
Avior Wealth Management
Nebraska
$13.5K -$44.2K -688 -77%
CIA
136
Cape Investment Advisory
Georgia
$12.8K -$12.5K -195 -49%
Simplex Trading
137
Simplex Trading
Illinois
$12K +$12K +200 New
LC
138
Lindbrook Capital
California
$10.7K
CFGS
139
Concourse Financial Group Securities
Alabama
$9.63K -$88.3K -1,376 -90%
US Bancorp
140
US Bancorp
Minnesota
$8.02K
Fidelity Investments
141
Fidelity Investments
Massachusetts
$4.81K -$42.9K -668 -90%
NFSG
142
Newbridge Financial Services Group
Florida
$3.85K
BEI
143
Benjamin Edwards Inc
Missouri
$3K -$73.7K -1,057 -96%
BTI
144
Blue Trust Inc
Georgia
$3K
William Blair & Company
145
William Blair & Company
Illinois
$2.9K
CIAS
146
Capital Investment Advisory Services
North Carolina
$1.61K
HCP
147
Hexagon Capital Partners
Arkansas
$1.03K
FA
148
Fiduciary Alliance
South Carolina
$514 +$514 +8 New
RCM
149
Raleigh Capital Management
North Carolina
$201
First Trust Advisors
150
First Trust Advisors
Illinois
-$671M -10,275,947 Closed