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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

45 hedge funds and large institutions have $51.5M invested in First Trust Materials AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
7
Increased
7
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEM
Fulcrum Equity Management
Texas
+$7.32M
2
NA
Navellier & Associates
Nevada
+$6.86M
3
SL
Savior LLC
Massachusetts
+$5.84M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.1M
5
Wells Fargo
Wells Fargo
California
+$1.06M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.41M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$983K
3
Stifel Financial
Stifel Financial
Missouri
-$919K
4
ACP
Aveo Capital Partners
Colorado
-$864K
5
Jane Street
Jane Street
New York
-$409K
Name Holding Trade Value Shares
Change 		Shares
Change %
FEM
1
Fulcrum Equity Management
Texas
$7.32M +$7.32M +210,864 New
NA
2
Navellier & Associates
Nevada
$6.86M +$6.86M +197,671 New
SL
3
Savior LLC
Massachusetts
$6.8M +$5.84M +168,256 +607%
Morgan Stanley
4
Morgan Stanley
New York
$6.32M +$486K +13,997 +8%
Wells Fargo
5
Wells Fargo
California
$4.82M +$1.06M +30,558 +28%
Bank of America
6
Bank of America
North Carolina
$3.7M -$372K -10,726 -9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.46M +$328K +9,462 +10%
Citadel Advisors
8
Citadel Advisors
Florida
$1.67M -$1.41M -40,772 -46%
UBS Group
9
UBS Group
Switzerland
$1.16M -$174K -5,001 -13%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.1M +$1.1M +31,824 New
LPL Financial
11
LPL Financial
California
$1.09M -$121K -3,485 -10%
Truist Financial
12
Truist Financial
North Carolina
$1.02M -$250K -7,208 -20%
MPW
13
Monterey Private Wealth
California
$807K -$97.1K -2,796 -11%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$758K +$758K +21,849 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$583K -$983K -28,344 -63%
Osaic Holdings
16
Osaic Holdings
Arizona
$552K +$71.7K +2,066 +15%
QCIG
17
Quad-Cities Investment Group
Iowa
$515K -$99.1K -2,854 -16%
ACP
18
Aveo Capital Partners
Colorado
$440K -$864K -24,913 -66%
RFWA
19
RPg Family Wealth Advisory
Massachusetts
$326K -$57.6K -1,660 -15%
Ameriprise
20
Ameriprise
Minnesota
$305K +$625 +18 +0.2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$302K -$47.7K -1,375 -14%
TRCT
22
Tower Research Capital (TRC)
New York
$283K -$348K -10,019 -55%
RJA
23
Raymond James & Associates
Florida
$278K -$40.2K -1,160 -13%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$201K +$201K +5,789 New
PAG
25
Private Advisor Group
New Jersey
$187K +$187K +5,390 New
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