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First Trust Materials AlphaDEX Fund

149 hedge funds and large institutions have $403M invested in First Trust Materials AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 86 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-35
Holders Change %
-19.02%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.02%
New
15
Increased
25
Reduced
86
Closed
48
Calls
Puts
$298K
Net Calls
-$298K
Net Calls Change
-$298K
Name Holding Trade Value Shares
Change
Shares
Change %
ODG
151
O'Dell Group
Ohio
-$16.2M -248,730 Closed
ASN
152
Advisory Services Network
Georgia
-$11.5M -175,979 Closed
VCM
153
Virtue Capital Management
Tennessee
-$9.28M -151,752 Closed
WWA
154
WCG Wealth Advisors
Nevada
-$8.73M -133,650 Closed
CWP
155
Cyndeo Wealth Partners
Florida
-$6.48M -99,154 Closed
MWM
156
MinichMacGregor Wealth Management
New York
-$3.92M -59,975 Closed
NA
157
Navellier & Associates
Nevada
-$3.75M -57,459 Closed
FEM
158
Fulcrum Equity Management
Texas
-$3.08M -47,194 Closed
PFA
159
Pinnacle Family Advisors
Missouri
-$2.03M -31,065 Closed
WEG
160
World Equity Group
Illinois
-$1.56M -21,649 Closed
LCGC
161
Legacy Capital Group California
California
-$1.41M -21,597 Closed
TWM
162
TriaGen Wealth Management
California
-$1.11M -17,004 Closed
ATPW
163
Ashton Thomas Private Wealth
Arizona
-$1.1M -16,875 Closed
Bank of Nova Scotia
164
Bank of Nova Scotia
Ontario, Canada
-$1.01M -15,500 Closed
VAS
165
Vestmark Advisory Solutions
Massachusetts
-$911K -13,944 Closed
FAIM
166
Financial Advocates Investment Management
Washington
-$884K -13,532 Closed
BCM
167
Barometer Capital Management
Ontario, Canada
-$803K -12,300 Closed
WAP
168
Wealthcare Advisory Partners
Pennsylvania
-$786K -12,035 Closed
PAG
169
Private Advisory Group
Washington
-$682K -10,448 Closed
SFI
170
SPC Financial Inc
Maryland
-$681K -10,430 Closed
KA
171
Kovack Advisors
Florida
-$623K -9,540 Closed
WI
172
Wintrust Investments
Illinois
-$538K -8,235 Closed
OWA
173
Outlook Wealth Advisors
Texas
-$533K -8,163 Closed
Millennium Management
174
Millennium Management
New York
-$531K -8,122 Closed
LS
175
Leelyn Smith
Illinois
-$514K -7,863 Closed