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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 %
US Bancorp
176
US Bancorp
Minnesota
$8.17K +$4.7K +72 +136%
NFSG
177
Newbridge Financial Services Group
Florida
$3.92K +$3.92K +60 New
William Blair & Company
178
William Blair & Company
Illinois
$2.93K – – –
BTI
179
Blue Trust Inc
Georgia
$2K – – –
CIAS
180
Capital Investment Advisory Services
North Carolina
$1.63K +$1.63K +25 New
HCP
181
Hexagon Capital Partners
Arkansas
$1.05K – – –
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$392 -$53.6K -821 -99%
RCM
183
Raleigh Capital Management
North Carolina
$203 – – –
SL
184
Savior LLC
Massachusetts
$119 -$6.25K -105 -98%
FEG
185
Financial Enhancement Group
Indiana
– -$4.2M -60,287 Closed
HF
186
HRT Financial
New York
– -$1.26M -20,832 Closed
PFG
187
Prosperity Financial Group
California
– -$1.03M -17,032 Closed
SG
188
StoneX Group
New York
– -$915K -15,076 Closed
IAG
189
Investmark Advisory Group
Connecticut
– -$725K -11,958 Closed
YDMI
190
Y.D. More Investments
Israel
– -$672K -11,000 Closed
AWS
191
Atria Wealth Solutions
New York
– -$252K -4,166 Closed
TCOO
192
Trust Company of Oklahoma
Oklahoma
– -$233K -3,847 Closed
DWP
193
Daymark Wealth Partners
Ohio
– -$207K -3,415 Closed
MCC
194
Money Concepts Capital
Florida
– -$176K -2,905 Closed
Qube Research & Technologies (QRT)
195
Qube Research & Technologies (QRT)
United Kingdom
– -$162K -2,677 Closed
ZIG
196
Zullo Investment Group
Pennsylvania
– -$15.8K -260 Closed
LFA
197
Level Financial Advisors
New York
– -$1K -18 Closed
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