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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

142 hedge funds and large institutions have $317M invested in First Trust Materials AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
24
Reduced
73
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$59.5M
2
UBS Group
UBS Group
Switzerland
$14.5M
3
GS
GTS Securities
New York
$1.88M
4
Two Sigma Investments
Two Sigma Investments
New York
$1.04M
5
CPG
Cornerstone Planning Group
New Jersey
$7.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$19.5M
2
IAIM
International Assets Investment Management
Florida
$1.14M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.04M
4
CA
Crumly & Associates
Illinois
$0
5
RJA
Raymond James & Associates
Florida
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$14.5K -$92.4K -1,342 -86%
FGAM
127
Financial Gravity Asset Management
Texas
$13.8K +$13.8K +200 New
WAM
128
WFA Asset Management
Wisconsin
$11.7K – – –
CFGS
129
Concourse Financial Group Securities
Alabama
$10.3K – – –
ASN
130
Advisory Services Network
Georgia
$9.12K +$9.12K +132 New
US Bancorp
131
US Bancorp
Minnesota
$8.62K – – –
TRCT
132
Tower Research Capital (TRC)
New York
$7.66K -$1.66M -24,063 -100%
WIM
133
Westside Investment Management
California
$6.34K – – –
TFA
134
Transamerica Financial Advisors
Florida
$6K -$15K -213 -71%
NFSG
135
Newbridge Financial Services Group
Florida
$4.14K – – –
William Blair & Company
136
William Blair & Company
Illinois
$3.15K +$68 +1 +2%
BTI
137
Blue Trust Inc
Georgia
$3K -$13.5K -180 -82%
BEI
138
Benjamin Edwards Inc
Missouri
$3K – – –
HCP
139
Hexagon Capital Partners
Arkansas
$1.1K – – –
DFA
140
DHJJ Financial Advisors
Illinois
$690 – – –
RCM
141
Raleigh Capital Management
North Carolina
$218 – – –
JPMorgan Chase & Co
142
JPMorgan Chase & Co
New York
$68 – – –
CA
143
Crumly & Associates
Illinois
– -$6.2M -98,398 Closed
NA
144
Navellier & Associates
Nevada
– -$3.1M -49,170 Closed
GA
145
Gateway Advisory
New Jersey
– -$1.93M -30,670 Closed
NL
146
NWAM LLC
Washington
– -$709K -11,242 Closed
MCM
147
Monument Capital Management
Virginia
– -$506K -8,031 Closed
RIA
148
Realta Investment Advisors
Delaware
– -$389K -6,055 Closed
WA
149
Wambolt & Associates
Colorado
– -$348K -5,602 Closed
SG
150
StoneX Group
New York
– -$260K -4,124 Closed
3 4 5
6
7