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First Trust Materials AlphaDEX Fund

167 hedge funds and large institutions have $1.15B invested in First Trust Materials AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 70 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+14
Holders Change %
+9.15%
% of All Funds
2.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
52
Reduced
70
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAAM
151
Baker Avenue Asset Management
California
$19.4K +$19.4K +320 New
WWM
152
Wagner Wealth Management
South Carolina
$18.4K +$121 +2 +0.7%
CAS
153
Coppell Advisory Solutions
Texas
$16.1K +$16.1K +266 New
CASC
154
Coppell Advisory Solutions Corp
Texas
$16.1K +$16.1K +266 New
ZIG
155
Zullo Investment Group
Pennsylvania
$15.8K
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$15.5K -$2.85K -47 -16%
GRP
157
Global Retirement Partners
California
$13.7K +$60 +1 +0.4%
FMP
158
Financial Management Professionals
Texas
$8K -$1.98M -32,388 -100%
SL
159
Savior LLC
Massachusetts
$6.47K +$60 +1 +0.9%
US Bancorp
160
US Bancorp
Minnesota
$3.21K
William Blair & Company
161
William Blair & Company
Illinois
$2.71K +$60 +1 +2%
BTI
162
Blue Trust Inc
Georgia
$2K +$2K +40 New
LFA
163
Level Financial Advisors
New York
$1K +$1K +18 New
HCP
164
Hexagon Capital Partners
Arkansas
$969 -$15.5K -256 -94%
PAG
165
Private Advisor Group
New Jersey
$894 +$119 +1,958 +15%
RCM
166
Raleigh Capital Management
North Carolina
$187
WIM
167
Westside Investment Management
California
$17
IAA
168
Independent Advisor Alliance
North Carolina
-$1.87M -35,985 Closed
WIM
169
WealthPlan Investment Management
Nebraska
-$603K -9,510 Closed
Renaissance Technologies
170
Renaissance Technologies
New York
-$451K -8,700 Closed
SCFS
171
S.C. Financial Services
Arizona
-$288K -5,560 Closed
KP
172
Keel Point
Alabama
-$285K -5,492 Closed
TCM
173
Triumph Capital Management
Colorado
-$257K -4,952 Closed
Creative Planning
174
Creative Planning
Kansas
-$250K -4,813 Closed
HGERS
175
Householder Group Estate & Retirement Specialist
Arizona
-$115K -2,222 Closed