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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

73 hedge funds and large institutions have $146M invested in First Trust Materials AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
23
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIM
Astor Investment Management
Illinois
+$7.09M
2
LPL Financial
LPL Financial
California
+$1.75M
3
GFPC
Global Financial Private Capital
Florida
+$1.53M
4
Wells Fargo
Wells Fargo
California
+$1.1M
5
AW
ACG Wealth
Georgia
+$878K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$15M
2
VF
Virtu Financial
New York
-$2.35M
3
Bank of America
Bank of America
North Carolina
-$2.22M
4
AA
Advisory Alpha
Michigan
-$1.81M
5
HH
Hilltop Holdings
Texas
-$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$30.8M +$1.1M +26,654 +4%
Morgan Stanley
2
Morgan Stanley
New York
$24.1M -$15M -363,681 -38%
AIM
3
Astor Investment Management
Illinois
$13.6M +$7.09M +171,312 +109%
Bank of America
4
Bank of America
North Carolina
$11.3M -$2.22M -53,687 -16%
LPL Financial
5
LPL Financial
California
$6.07M +$1.75M +42,302 +41%
UBS Group
6
UBS Group
Switzerland
$5.73M +$97.4K +2,354 +2%
KCM
7
Karp Capital Management
California
$4.47M -$78.7K -1,902 -2%
Ameriprise
8
Ameriprise
Minnesota
$4.34M +$319K +7,711 +8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.5M +$583K +14,088 +20%
HighTower Advisors
10
HighTower Advisors
Illinois
$3.34M -$173K -4,186 -5%
GFPC
11
Global Financial Private Capital
Florida
$3.31M +$1.53M +37,093 +86%
WA
12
WESPAC Advisors
California
$2.69M +$405K +9,792 +18%
WAS
13
Winch Advisory Services
Wisconsin
$2.53M +$124K +2,995 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.43M +$248K +5,993 +11%
RJA
15
Raymond James & Associates
Florida
$2.42M -$790K -19,096 -25%
SB
16
Suntrust Banks
Georgia
$1.91M +$135K +3,219 +8%
UCFA
17
United Capital Financial Advisors
Texas
$1.62M +$44.3K +1,070 +3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.44M -$926K -22,387 -39%
OC
19
Oppenheimer & Co
New York
$1.43M +$12.7K +308 +0.9%
AI
20
Atria Investments
North Carolina
$1.37M +$805K +19,449 +142%
QCIG
21
Quad-Cities Investment Group
Iowa
$1.17M -$11.9K -287 -1%
HGWM
22
Harvest Group Wealth Management
Massachusetts
$1.03M +$4.14K +100 +0.4%
WI
23
Wintrust Investments
Illinois
$980K +$51.3K +1,241 +6%
AW
24
ACG Wealth
Georgia
$878K +$878K +21,209 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$827K -$171K -4,133 -17%
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