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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

184 hedge funds and large institutions have $1.44B invested in First Trust Materials AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+17
Holders Change %
+10.18%
% of All Funds
2.94%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
35
Increased
72
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$70.9M
2
Wells Fargo
Wells Fargo
California
+$20.9M
3
Morgan Stanley
Morgan Stanley
New York
+$14.6M
4
AWM
AE Wealth Management
Kansas
+$13.2M
5
DADC
D.A. Davidson & Co
Montana
+$10.2M

Top Sellers

1
FEG
Financial Enhancement Group
Indiana
-$4.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.87M
3
UBS Group
UBS Group
Switzerland
-$2.3M
4
MIH
Meitav Investment House
Israel
-$1.42M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$130K +$114K +1,738 +682%
FFA
152
Founders Financial Alliance
North Carolina
$117K +$117K +1,795 New
CFGS
153
Concourse Financial Group Securities
Alabama
$99.7K -$25.3K -388 -20%
BEI
154
Benjamin Edwards Inc
Missouri
$72K +$24.2K +370 +51%
PTC
155
Private Trust Company
Ohio
$66.9K +$5.03K +77 +8%
AWM
156
Avior Wealth Management
Nebraska
$58.7K +$58.7K +899 New
Fidelity Investments
157
Fidelity Investments
Massachusetts
$48.5K +$48.5K +743 New
IGWM
158
ICA Group Wealth Management
Colorado
$48.3K – – –
AAG
159
Armstrong Advisory Group
Massachusetts
$36.8K – – –
CAL
160
Capital Analysts LLC
Pennsylvania
$34K -$15.3K -236 -31%
BA
161
Bellwether Advisors
Nebraska
$29.4K – – –
AIM
162
Anchor Investment Management
South Carolina
$29.1K +$29.1K +445 New
CIA
163
Cape Investment Advisory
Georgia
$25.8K +$25.8K +395 New
PSB
164
Piscataqua Savings Bank
New Hampshire
$25.5K – – –
FHA
165
First Horizon Advisors
Tennessee
$24.6K -$17K -261 -41%
BlackRock
166
BlackRock
New York
$22.1K – – –
S
167
SignatureFD
Georgia
$22.1K – – –
BAAM
168
Baker Avenue Asset Management
California
$20.9K – – –
WWM
169
Wagner Wealth Management
South Carolina
$19.9K +$130 +2 +0.7%
WIM
170
Westside Investment Management
California
$19.1K – – –
WP
171
WealthPLAN Partners
Nebraska
$16.1K +$16.1K +247 New
RFA
172
Register Financial Advisors
Georgia
$14.8K +$14.8K +227 New
TAM
173
Tucker Asset Management
Colorado
$11.6K +$11.6K +178 New
LC
174
Lindbrook Capital
California
$10.8K +$10.8K +166 New
Commonwealth Equity Services
175
Commonwealth Equity Services
Massachusetts
$10.8K -$326 -4,991 -3%
4 5 6
7
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