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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

48 hedge funds and large institutions have $27.6M invested in First Trust Materials AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-23
Holders Change %
-32.39%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
13
Reduced
17
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.43M
2
Morgan Stanley
Morgan Stanley
New York
+$660K
3
TRCT
Tower Research Capital (TRC)
New York
+$256K
4
KPW
Kore Private Wealth
New York
+$196K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$188K

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$14.6M
2
NA
Navellier & Associates
Nevada
-$11.4M
3
VCM
Virtue Capital Management
Tennessee
-$3.92M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.28M
5
CW
CreativeOne Wealth
Kansas
-$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.6M +$660K +24,155 +17%
Bank of America
2
Bank of America
North Carolina
$3.21M -$1.91M -69,790 -37%
Wells Fargo
3
Wells Fargo
California
$2.96M -$1.68M -61,569 -36%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.47M +$188K +6,884 +8%
Citadel Advisors
5
Citadel Advisors
Florida
$2.43M +$2.43M +88,846 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.23M +$110K +4,021 +10%
UBS Group
7
UBS Group
Switzerland
$1.05M -$71.3K -2,610 -6%
ACP
8
Aveo Capital Partners
Colorado
$1.03M -$21.7K -794 -2%
Truist Financial
9
Truist Financial
North Carolina
$1M +$166K +6,065 +20%
LPL Financial
10
LPL Financial
California
$951K -$488K -17,860 -34%
Stifel Financial
11
Stifel Financial
Missouri
$919K +$49K +1,794 +6%
SL
12
Savior LLC
Massachusetts
$757K +$45.3K +1,657 +6%
MPW
13
Monterey Private Wealth
California
$712K -$132K -4,815 -16%
TRCT
14
Tower Research Capital (TRC)
New York
$497K +$256K +9,372 +106%
QCIG
15
Quad-Cities Investment Group
Iowa
$483K -$85.5K -3,131 -15%
Jane Street
16
Jane Street
New York
$409K -$217K -7,936 -35%
Osaic Holdings
17
Osaic Holdings
Arizona
$378K +$378K +13,839 New
ACM
18
AlphaStar Capital Management
North Carolina
$331K +$155K +5,456 +88%
RFWA
19
RPg Family Wealth Advisory
Massachusetts
$302K +$10.3K +378 +4%
Goldman Sachs
20
Goldman Sachs
New York
$299K -$383K -14,000 -56%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$275K -$3.82K -140 -1%
RJA
22
Raymond James & Associates
Florida
$251K -$44.1K -1,614 -15%
Ameriprise
23
Ameriprise
Minnesota
$240K -$384K -14,018 -62%
KPW
24
Kore Private Wealth
New York
$196K +$196K +7,187 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$81K – – –
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