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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 %
WP
176
WealthSource Partners
California
-$469K -7,175 Closed
LNC
177
Lincoln National Corp
Pennsylvania
-$415K -6,348 Closed
KP
178
Keel Point
Alabama
-$393K -6,022 Closed
PFS
179
Prospera Financial Services
Texas
-$337K -5,158 Closed
PWP
180
Pursue Wealth Partners
California
-$327K -5,000 Closed
OBWG
181
Onyx Bridge Wealth Group
New York
-$316K -4,837 Closed
ES
182
Eagle Strategies
New York
-$298K -4,562 Closed
PFA
183
Plotkin Financial Advisors
Maryland
-$280K -4,285 Closed
WS
184
Wedbush Securities
California
-$268K -4,101 Closed
BCM
185
Brookstone Capital Management
Illinois
-$253K -3,868 Closed
AAS
186
Ameritas Advisory Services
Nebraska
-$247K -3,812 Closed
DTL
187
Dynamic Technology Lab
Singapore
-$230K -3,514 Closed
AP
188
Atwood & Palmer
Missouri
-$217K -3,315 Closed
DBRC
189
D.B. Root & Company
Pennsylvania
-$201K -3,078 Closed
FIA
190
Foundations Investment Advisors
Arizona
-$200K -3,062 Closed
IGWM
191
ICA Group Wealth Management
Colorado
-$48.3K -740 Closed
CAL
192
Capital Analysts LLC
Pennsylvania
-$34K -523 Closed
BA
193
Bellwether Advisors
Nebraska
-$29.4K -450 Closed
AIM
194
Anchor Investment Management
South Carolina
-$29.1K -445 Closed
TAM
195
Tucker Asset Management
Colorado
-$11.6K -178 Closed
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
-$392 -6 Closed
SL
197
Savior LLC
Massachusetts
-$119 -2 Closed