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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

118 hedge funds and large institutions have $206M invested in First Trust Materials AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
29
Reduced
61
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$6.16M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$7.87M
3
BCA
Bay Colony Advisors
Massachusetts
$1.7M
4
Citadel Advisors
Citadel Advisors
Florida
$2.84M
5
CPG
Cornerstone Planning Group
New Jersey
$8.86M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$15.1M
2
LPL Financial
LPL Financial
California
$18.8M
3
Stifel Financial
Stifel Financial
Missouri
$2.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$602K
5
UBS Group
UBS Group
Switzerland
$9.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
126
Benjamin Edwards Inc
Missouri
– -$51K -780 Closed
CAM
127
Creekmur Asset Management
Illinois
– -$27.9K -430 Closed
FHA
128
First Horizon Advisors
Tennessee
– -$27.5K -424 Closed
BTI
129
Blue Trust Inc
Georgia
– -$2.85K -40 Closed
2 3 4 5
6