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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

60 hedge funds and large institutions have $65.2M invested in First Trust Materials AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAS
Winch Advisory Services
Wisconsin
+$3.89M
2
FI
FormulaFolio Investments
Michigan
+$3.89M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.96M
4
ACP
Aveo Capital Partners
Colorado
+$1.6M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$623K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.94M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.08M
3
HighTower Advisors
HighTower Advisors
Illinois
-$1.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$781K
5
TRCT
Tower Research Capital (TRC)
New York
-$704K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.8M -$4.94M -130,096 -34%
Bank of America
2
Bank of America
North Carolina
$8.23M +$23K +605 +0.3%
Wells Fargo
3
Wells Fargo
California
$7.02M -$300K -7,891 -4%
WAS
4
Winch Advisory Services
Wisconsin
$3.91M +$3.89M +102,504 +19,304%
FI
5
FormulaFolio Investments
Michigan
$3.89M +$3.89M +102,326 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.87M +$1.96M +51,523 +216%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.7M -$35K -922 -1%
LPL Financial
8
LPL Financial
California
$2.56M +$50.6K +1,333 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.34M -$504K -13,256 -18%
UBS Group
10
UBS Group
Switzerland
$1.98M +$343K +9,026 +21%
ACM
11
Aviance Capital Management
Florida
$1.8M -$154K -4,042 -8%
ACP
12
Aveo Capital Partners
Colorado
$1.6M +$1.6M +42,144 New
Ameriprise
13
Ameriprise
Minnesota
$1.6M -$672K -17,690 -30%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.24M -$4.08M -107,374 -77%
AA
15
Advisory Alpha
Michigan
$1.19M +$61.5K +1,640 +5%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.18M +$623K +16,405 +113%
Jane Street
17
Jane Street
New York
$1.11M -$482K -12,689 -30%
SB
18
Suntrust Banks
Georgia
$1.08M +$610K +14,573 +131%
HGWM
19
Harvest Group Wealth Management
Massachusetts
$942K +$912 +24 +0.1%
QCIG
20
Quad-Cities Investment Group
Iowa
$812K -$118K -3,107 -13%
RJA
21
Raymond James & Associates
Florida
$783K -$153K -4,025 -16%
AW
22
ACG Wealth
Georgia
$702K -$55K -1,447 -7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$676K +$107K +2,827 +19%
AG
24
Advisor Group
Arizona
$555K +$2.32K +61 +0.4%
TRCT
25
Tower Research Capital (TRC)
New York
$515K -$704K -18,501 -58%
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