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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

143 hedge funds and large institutions have $334M invested in First Trust Materials AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-6
Holders Change %
-4.03%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
29
Reduced
75
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$8.61M
2
IAIM
International Assets Investment Management
Florida
+$6.21M
3
NA
Navellier & Associates
Nevada
+$3.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.98M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.95M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.6M
2
Morgan Stanley
Morgan Stanley
New York
-$9.11M
3
Ameriprise
Ameriprise
Minnesota
-$6.38M
4
Wells Fargo
Wells Fargo
California
-$6.24M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
126
Global Retirement Partners
California
$14.1K -$242K -3,924 -95%
BTI
127
Blue Trust Inc
Georgia
$14K +$11.5K +180 +450%
Simplex Trading
128
Simplex Trading
Illinois
$13K +$619 +10 +5%
CIA
129
Cape Investment Advisory
Georgia
$12.6K – – –
WAM
130
WFA Asset Management
Wisconsin
$10.7K +$10.7K +170 New
CFGS
131
Concourse Financial Group Securities
Alabama
$9.46K – – –
US Bancorp
132
US Bancorp
Minnesota
$7.88K – – –
ANBT
133
American National Bank & Trust
Texas
$6.3K +$6.3K +100 New
WIM
134
Westside Investment Management
California
$5.8K -$12.7K -201 -69%
AWM
135
Avior Wealth Management
Nebraska
$5.23K -$8.07K -128 -61%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$4.67K -$63 -1 -1%
NFSG
137
Newbridge Financial Services Group
Florida
$3.78K – – –
BEI
138
Benjamin Edwards Inc
Missouri
$3K – – –
William Blair & Company
139
William Blair & Company
Illinois
$2.86K – – –
HCP
140
Hexagon Capital Partners
Arkansas
$1.01K – – –
DFA
141
DHJJ Financial Advisors
Illinois
$631 +$631 +10 New
RCM
142
Raleigh Capital Management
North Carolina
$199 – – –
JPMorgan Chase & Co
143
JPMorgan Chase & Co
New York
$63 -$12.6M -199,999 -100%
PPWM
144
Paragon Private Wealth Management
Kentucky
– -$3.69M -57,557 Closed
Jane Street
145
Jane Street
New York
– -$2.57M -39,985 Closed
HF
146
HRT Financial
New York
– -$1.97M -30,748 Closed
Two Sigma Investments
147
Two Sigma Investments
New York
– -$1.58M -24,600 Closed
AWM
148
Apollon Wealth Management
South Carolina
– -$802K -12,498 Closed
TSS
149
Two Sigma Securities
New York
– -$742K -11,564 Closed
NP
150
Nilsine Partners
Colorado
– -$502K -7,824 Closed
3 4 5
6
7