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First Trust Materials AlphaDEX Fund

179 hedge funds and large institutions have $1.26B invested in First Trust Materials AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 65 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+34
Holders Change %
+23.45%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
54
Increased
65
Reduced
44
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
151
Capital Analysts LLC
Pennsylvania
$76K +$15.7K +279 +26%
GRP
152
Global Retirement Partners
California
$67K +$15.7K +278 +31%
HFS
153
Heritage Financial Services
Massachusetts
$66K +$66K +1,172 New
PTC
154
Private Trust Company
Ohio
$54K +$54K +947 New
SWM
155
SeaCrest Wealth Management
New York
$45K +$45K +791 New
HCP
156
Hexagon Capital Partners
Arkansas
$41K +$25.6K +453 +167%
FHA
157
First Horizon Advisors
Tennessee
$36K +$36K +638 New
Fidelity Investments
158
Fidelity Investments
Massachusetts
$35K +$16.5K +292 +90%
AF
159
Advisornet Financial
Minnesota
$27K
NFSG
160
Newbridge Financial Services Group
Florida
$27K +$27K +480 New
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$26K +$26K +465 New
HWMA
162
Heritage Wealth Management (Arizona)
Arizona
$24K
PSB
163
Piscataqua Savings Bank
New Hampshire
$22K +$22K +390 New
S
164
SignatureFD
Georgia
$19K
BlackRock
165
BlackRock
New York
$19K
HNB
166
Huntington National Bank
Ohio
$17K -$22K
WWM
167
Wagner Wealth Management
South Carolina
$17K +$17K +300 New
ZIG
168
Zullo Investment Group
Pennsylvania
$15K +$635 +11 +4%
UWM
169
Urban Wealth Management
California
$15K +$15K +259 New
SAM
170
Strategic Asset Management
Minnesota
$14K
TAM
171
Tucker Asset Management
Colorado
$12.7K +$12.7K +224 New
MCC
172
Money Concepts Capital
Florida
$6K -$188K -3,141 -97%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$2K
William Blair & Company
174
William Blair & Company
Illinois
$2K +$2K +44 New
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$1.01K +$1.01K +14,412 New