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First Trust Materials AlphaDEX Fund

83 hedge funds and large institutions have $215M invested in First Trust Materials AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+15
Holders Change %
+22.06%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
30
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.5M +$2.85M +65,090 +7%
Wells Fargo
2
Wells Fargo
California
$44.1M +$16.2M +369,304 +58%
Bank of America
3
Bank of America
North Carolina
$17.8M +$8.28M +188,927 +87%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.8M +$4.89M +111,626 +83%
LPL Financial
5
LPL Financial
California
$8.57M -$641K -14,609 -7%
NA
6
Navellier & Associates
Nevada
$7.9M +$7.9M +180,170 New
CAN
7
Cetera Advisor Networks
California
$6.32M +$6.32M +144,036 New
PFA
8
Pinnacle Family Advisors
Missouri
$6.16M +$4.58M +104,445 +289%
UBS Group
9
UBS Group
Switzerland
$6.02M +$948K +21,612 +19%
SAM
10
Shamrock Asset Management
Texas
$5.78M +$8.59K +196 +0.1%
RJA
11
Raymond James & Associates
Florida
$5.44M +$1.15M +26,336 +27%
HighTower Advisors
12
HighTower Advisors
Illinois
$4.88M -$6.36K -145 -0.1%
KCM
13
Karp Capital Management
California
$4.63M +$1.62M +36,899 +54%
BFA
14
Beaumont Financial Advisors
Massachusetts
$2.14M -$396K -9,021 -16%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.13M -$10.5K -240 -0.5%
AIM
16
Astor Investment Management
Illinois
$2.05M -$111K -2,531 -5%
UCFA
17
United Capital Financial Advisors
Texas
$1.94M -$137K -3,134 -7%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.86M +$1.44M +32,874 +345%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$1.85M +$1.45M +32,965 +358%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.71M +$1.38M +31,420 +414%
OC
21
Oppenheimer & Co
New York
$1.67M +$413K +9,425 +33%
SB
22
Suntrust Banks
Georgia
$1.6M +$74.1K +1,691 +5%
Stifel Financial
23
Stifel Financial
Missouri
$1.6M +$82K +1,867 +5%
MIAN
24
Mariner Independent Advisor Network
Kansas
$1.49M -$805K -18,363 -35%
LA
25
LexAurum Advisors
Kansas
$1.27M +$1.27M +27,545 New