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First Trust Materials AlphaDEX Fund

78 hedge funds and large institutions have $181M invested in First Trust Materials AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
22
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.4M -$12.2M -315,883 -26%
Wells Fargo
2
Wells Fargo
California
$26.5M -$5.05M -130,706 -16%
NA
3
Navellier & Associates
Nevada
$16.6M +$4.87M +126,017 +42%
Bank of America
4
Bank of America
North Carolina
$8.54M -$3.59M -93,046 -30%
PFA
5
Pinnacle Family Advisors
Missouri
$6.69M +$5.81M +150,380 +662%
CAN
6
Cetera Advisor Networks
California
$6.01M +$6.01M +155,783 New
UBS Group
7
UBS Group
Switzerland
$5.97M +$2.22M +57,487 +59%
SAM
8
Shamrock Asset Management
Texas
$5.46M +$1.14M +29,400 +26%
HA
9
Hays Advisory
Tennessee
$5.21M -$11M -284,227 -68%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.99M -$3.89M -100,700 -44%
LPL Financial
11
LPL Financial
California
$4.96M -$219K -5,674 -4%
BTS
12
BB&T Securities
Virginia
$4.47M +$4.13M +106,857 +1,194%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.12M +$329K +8,524 +9%
SAM
14
SignalPoint Asset Management
Missouri
$4.09M
RJA
15
Raymond James & Associates
Florida
$3.4M -$2.45M -63,556 -42%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.84M -$205K -5,302 -7%
Ameriprise
17
Ameriprise
Minnesota
$2.84M -$2.5M -64,869 -47%
KCM
18
Karp Capital Management
California
$2.79M -$71.1K -1,841 -2%
BFA
19
Beaumont Financial Advisors
Massachusetts
$2.54M -$168K -4,353 -6%
UCFA
20
United Capital Financial Advisors
Texas
$2.01M -$174K -4,512 -8%
AIM
21
Astor Investment Management
Illinois
$1.98M -$170K -4,411 -8%
CA
22
Cetera Advisors
Colorado
$1.89M +$647K +16,757 +52%
Stifel Financial
23
Stifel Financial
Missouri
$1.42M -$179K -4,632 -11%
VF
24
Virtu Financial
New York
$1.38M -$183K -4,739 -12%
SB
25
Suntrust Banks
Georgia
$1.38M +$500K +12,940 +57%