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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

80 hedge funds and large institutions have $202M invested in First Trust Materials AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+14
Holders Change %
+21.21%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
22
Increased
22
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
Navellier & Associates
Nevada
+$4.19M
2
HighTower Advisors
HighTower Advisors
Illinois
+$3.34M
3
KCM
Karp Capital Management
California
+$2.8M
4
Wells Fargo
Wells Fargo
California
+$1.99M
5
AI
Atria Investments
North Carolina
+$1.93M

Top Sellers

1
BTS
BB&T Securities
Virginia
-$7.66M
2
Bank of America
Bank of America
North Carolina
-$6.75M
3
FHA
First Horizon Advisors
Tennessee
-$3.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.5M
5
PFA
Pinnacle Family Advisors
Missouri
-$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.7M +$1.33M +35,147 +3%
Wells Fargo
2
Wells Fargo
California
$31M +$1.99M +52,547 +7%
HA
3
Hays Advisory
Tennessee
$15.9M -$3.32M -87,639 -17%
Bank of America
4
Bank of America
North Carolina
$11.9M -$6.75M -178,193 -36%
NA
5
Navellier & Associates
Nevada
$11.5M +$4.19M +110,633 +57%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.7M -$3.5M -92,371 -29%
RJA
7
Raymond James & Associates
Florida
$5.74M -$1.86M -49,124 -24%
Ameriprise
8
Ameriprise
Minnesota
$5.24M +$262K +6,914 +5%
LPL Financial
9
LPL Financial
California
$5.05M -$256K -6,803 -5%
SAM
10
Shamrock Asset Management
Texas
$4.24M -$2.33M -61,636 -35%
SAM
11
SignalPoint Asset Management
Missouri
$4.01M -$714K -18,848 -15%
HighTower Advisors
12
HighTower Advisors
Illinois
$3.71M +$3.34M +88,348 +907%
UBS Group
13
UBS Group
Switzerland
$3.67M -$331K -8,751 -8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.98M -$231K -6,111 -7%
AI
15
Atria Investments
North Carolina
$2.92M +$1.93M +50,988 +195%
KCM
16
Karp Capital Management
California
$2.8M +$2.8M +74,012 New
BFA
17
Beaumont Financial Advisors
Massachusetts
$2.65M -$1.6M -42,192 -38%
UCFA
18
United Capital Financial Advisors
Texas
$2.14M -$793K -20,932 -27%
AIM
19
Astor Investment Management
Illinois
$2.11M -$270K -7,133 -11%
HFS
20
HL Financial Services
Kentucky
$1.82M -$28.1K -741 -2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.69M -$1.89M -49,983 -53%
Stifel Financial
22
Stifel Financial
Missouri
$1.56M +$205K +5,412 +15%
VF
23
Virtu Financial
New York
$1.54M +$1.54M +40,524 New
BCM
24
Barometer Capital Management
Ontario, Canada
$1.37M +$326K +8,600 +31%
PAG
25
Private Advisor Group
New Jersey
$1.33M +$1.33M +35,351 New
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