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First Trust Materials AlphaDEX Fund

68 hedge funds and large institutions have $141M invested in First Trust Materials AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 19 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-10
Holders Change %
-12.82%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
1
Increased
19
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$38.4M +$1.34M +33,157 +4%
Wells Fargo
2
Wells Fargo
California
$25.7M -$2.05M -50,908 -7%
Bank of America
3
Bank of America
North Carolina
$8.75M -$179K -4,432 -2%
LPL Financial
4
LPL Financial
California
$8.48M +$3.3M +81,676 +64%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.41M +$203K +5,031 +4%
SAM
6
Shamrock Asset Management
Texas
$5.31M -$397K -9,846 -7%
UBS Group
7
UBS Group
Switzerland
$4.66M -$1.57M -38,891 -25%
HighTower Advisors
8
HighTower Advisors
Illinois
$4.51M +$201K +4,974 +5%
RJA
9
Raymond James & Associates
Florida
$3.95M +$392K +9,721 +11%
KCM
10
Karp Capital Management
California
$2.78M -$137K -3,398 -5%
BFA
11
Beaumont Financial Advisors
Massachusetts
$2.34M -$315K -7,807 -12%
MIAN
12
Mariner Independent Advisor Network
Kansas
$2.11M +$2.11M +52,390 New
AIM
13
Astor Investment Management
Illinois
$1.99M -$82K -2,033 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.97M -$993K -24,609 -33%
CA
15
Cetera Advisors
Colorado
$1.93M -$59.2K -1,462 -3%
UCFA
16
United Capital Financial Advisors
Texas
$1.91M -$184K -4,564 -9%
PFA
17
Pinnacle Family Advisors
Missouri
$1.46M -$5.53M -136,975 -79%
SB
18
Suntrust Banks
Georgia
$1.4M -$37.8K -937 -3%
Stifel Financial
19
Stifel Financial
Missouri
$1.39M -$83.3K -2,068 -6%
Citadel Advisors
20
Citadel Advisors
Florida
$1.28M +$825K +20,445 +183%
VF
21
Virtu Financial
New York
$1.27M -$170K -4,221 -12%
OC
22
Oppenheimer & Co
New York
$1.16M +$47.2K +1,170 +4%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$973K -$42.2K -1,047 -4%
GFPC
24
Global Financial Private Capital
Florida
$608K -$7.18K -178 -1%
AI
25
Atria Investments
North Carolina
$601K -$41.3K -1,024 -6%