FXZ icon

First Trust Materials AlphaDEX Fund

93 hedge funds and large institutions have $206M invested in First Trust Materials AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+10
Holders Change %
+12.05%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
33
Reduced
27
Closed
10
Calls
Puts
$228K
Net Calls
-$228K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40.4M -$2.44M -57,762 -6%
Wells Fargo
2
Wells Fargo
California
$30.7M -$11.7M -278,108 -28%
Bank of America
3
Bank of America
North Carolina
$15.6M -$1.47M -34,893 -9%
BFG
4
Barber Financial Group
Kansas
$14.2M +$14.2M +337,696 New
UBS Group
5
UBS Group
Switzerland
$7.43M +$1.64M +38,823 +28%
PFA
6
Pinnacle Family Advisors
Missouri
$6.97M +$1.04M +24,705 +18%
AA
7
Advisory Alpha
Michigan
$6.5M +$6.42M +150,689 +7,844%
LPL Financial
8
LPL Financial
California
$5.17M -$3.07M -72,861 -37%
RJA
9
Raymond James & Associates
Florida
$4.63M -$602K -14,283 -12%
KCM
10
Karp Capital Management
California
$4.61M +$148K +3,501 +3%
VF
11
Virtu Financial
New York
$3.93M +$3.93M +93,182 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.8M -$6.57M -155,744 -63%
HighTower Advisors
13
HighTower Advisors
Illinois
$3.62M -$1.08M -25,687 -23%
CWSR
14
Chessman Wealth Strategies RIA
Texas
$3.51M +$3.51M +83,181 New
BFA
15
Beaumont Financial Advisors
Massachusetts
$2.91M +$845K +20,042 +41%
CF
16
Copperwynd Financial
Arizona
$2.51M +$2.51M +59,488 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.2M +$411K +9,750 +23%
WAS
18
Winch Advisory Services
Wisconsin
$2.2M +$2.2M +52,136 New
PAG
19
Private Advisor Group
New Jersey
$2M +$2M +47,366 New
AIM
20
Astor Investment Management
Illinois
$1.89M -$82.9K -1,965 -4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.87M -$159K -3,813 -8%
UCFA
22
United Capital Financial Advisors
Texas
$1.81M -$61.2K -1,450 -3%
SB
23
Suntrust Banks
Georgia
$1.79M +$248K +5,875 +16%
Stifel Financial
24
Stifel Financial
Missouri
$1.68M +$142K +3,370 +9%
OC
25
Oppenheimer & Co
New York
$1.62M +$11.9K +282 +0.7%