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First Trust Materials AlphaDEX Fund
FXZ

41 hedge funds and large institutions have $106M invested in First Trust Materials AlphaDEX Fund in 2013 Q2 according to their latest regulatory filings, with 41 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

48.75% more ownership

Funds ownership: 0% → 48.75% (+49%)

Holders
41
Holders Change
+41
Holders Change %
–
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
–
Reduced
–
Closed
–
Calls
$250K
Puts
–
Net Calls
+$250K
Net Calls Change
+$250K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$23.7M +$24.2M +893,936 New
Morgan Stanley
2
Morgan Stanley
New York
$23.5M +$23.9M +885,434 New
PPA
3
Parametric Portfolio Associates
Washington
$10.8M +$11M +405,274 New
U
4
UBS
Switzerland
$6.19M +$6.3M +233,229 New
BFA
5
Beaumont Financial Advisors
Massachusetts
$6.02M +$6.13M +226,879 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.8M +$4.88M +180,765 New
Bank of America
7
Bank of America
North Carolina
$3.49M +$3.56M +131,614 New
SNC
8
Stifel Nicolaus & Co
Missouri
$3.35M +$3.41M +126,313 New
NA
9
Navellier & Associates
Nevada
$3.19M +$3.25M +120,135 New
PI
10
Placemark Investments
Illinois
$2.83M +$2.88M +106,773 New
HighTower Advisors
11
HighTower Advisors
Illinois
$2.42M +$2.47M +91,286 New
SAM
12
SignalPoint Asset Management
Missouri
$2.27M +$2.31M +85,625 New
RJA
13
Raymond James & Associates
Florida
$1.97M +$2M +74,103 New
FA
14
FDx Advisors
Illinois
$1.77M +$1.8M +66,801 New
WF
15
WealthTrust Fairport
Ohio
$1.29M +$1.31M +48,448 New
JP Morgan Chase
16
JP Morgan Chase
New York
$1.08M +$1.1M +40,674 New
LPL Financial
17
LPL Financial
California
$949K +$966K +35,751 New
PFS
18
Prospera Financial Services
Texas
$931K +$934K +34,563 New
KCG
19
Knight Capital Group
$929K +$944K +34,924 New
DS
20
DRW Securities
Illinois
$830K +$845K +31,269 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$501K +$510K +18,878 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$432K +$439K +16,230 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$392K +$399K +14,756 New
Deutsche Bank
24
Deutsche Bank
Germany
$320K +$327K +12,100 New
OC
25
Oppenheimer & Co
New York
$313K +$318K +11,776 New
1
2

FXZ Hedge Fund Activity: Q2 2013 in Review

41 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust Materials AlphaDEX Fund (FXZ) for Q2 2013, worth a combined $106M.

Buyers outnumbered sellers: 41 funds opened new FXZ positions and 0 closed out — a net gain of 41 holders — while 0 added to existing stakes and 0 trimmed.

  • 41 institutional investors held First Trust Materials AlphaDEX Fund (FXZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $106M of First Trust Materials AlphaDEX Fund stock for Q2 2013.
  • 41 funds opened new First Trust Materials AlphaDEX Fund positions in Q2 2013 and 0 closed out, a net change of +41 holders.

Based on aggregated 13F filings for Q2 2013.