First Trust Materials AlphaDEX Fund
FXZ
FXZ
119 hedge funds and large institutions have $161M invested in First Trust Materials AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 44 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
32
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
FWA
FOCUS Wealth Advisors
Houston,
Texas
|
$0 |
| 2 |
Morgan Stanley
New York
|
$10.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
$27.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
$12.6M |
| 5 |
LPL Financial
San Diego,
California
|
$14.1M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
EH
126
Equitable Holdings
New York
| – | -$330K | -4,918 | Closed |
|
|
SPC
127
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$239K | -3,571 | Closed |
|
|
AFG
128
Arkansas Financial Group
Little Rock,
Arkansas
| – | -$233K | -3,476 | Closed |
|
|
AAS
129
Avantax Advisory Services
Dallas,
Texas
| – | -$229K | -3,420 | Closed |
|
|
PBF
130
Petix & Botte Financial
La Mesa,
California
| – | -$229K | -3,418 | Closed |
|
131
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$213K | -3,172 | Closed |
|
|
EAM
132
Empirical Asset Management
Wellesley,
Massachusetts
| – | -$205K | -3,060 | Closed |
|
|
AWA
133
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$200K | -2,987 | Closed |
|
|
GJWM
134
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| – | -$35.5K | -530 | Closed |
|
|
SAM
135
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$13.5K | -200 | Closed |
|
|
RIA
136
Realta Investment Advisors
Wilmington,
Delaware
| – | -$5.7K | -85 | Closed |
|