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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

143 hedge funds and large institutions have $334M invested in First Trust Materials AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-6
Holders Change %
-4.03%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
29
Reduced
75
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$8.61M
2
IAIM
International Assets Investment Management
Florida
+$6.21M
3
NA
Navellier & Associates
Nevada
+$3.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.98M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.95M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.6M
2
Morgan Stanley
Morgan Stanley
New York
-$9.11M
3
Ameriprise
Ameriprise
Minnesota
-$6.38M
4
Wells Fargo
Wells Fargo
California
-$6.24M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
151
GTS Securities
New York
– -$473K -7,367 Closed
CAC
152
Certified Advisory Corp
Florida
– -$359K -5,593 Closed
WCM
153
WealthBridge Capital Management
Ohio
– -$254K -3,953 Closed
GIA
154
Gladstone Institutional Advisory
Florida
– -$239K -3,729 Closed
AWS
155
Atria Wealth Solutions
New York
– -$206K -3,209 Closed
CF
156
Centaurus Financial
California
– -$190K -2,953 Closed
FFA
157
Founders Financial Alliance
North Carolina
– -$115K -1,786 Closed
FMP
158
Financial Management Professionals
Texas
– -$87K -1,353 Closed
WP
159
WealthPLAN Partners
Nebraska
– -$15.1K -236 Closed
LC
160
Lindbrook Capital
California
– -$10.7K -166 Closed
FA
161
Fiduciary Alliance
South Carolina
– -$514 -8 Closed
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