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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

51 hedge funds and large institutions have $56.7M invested in First Trust Materials AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
14
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.13M
2
FAIM
Financial Advocates Investment Management
Washington
+$1.46M
3
SWP
Stratos Wealth Partners
Ohio
+$757K
4
FTUS
Flow Traders U.S.
New York
+$640K
5
RJA
Raymond James & Associates
Florida
+$445K

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$2.19M
2
NA
Navellier & Associates
Nevada
-$1.73M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.02M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$835K
5
QCIG
Quad-Cities Investment Group
Iowa
-$515K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.97M +$2.13M +56,665 +31%
SL
2
Savior LLC
Massachusetts
$7.51M +$151K +4,034 +2%
FEM
3
Fulcrum Equity Management
Texas
$5.72M -$2.19M -58,396 -28%
NA
4
Navellier & Associates
Nevada
$5.69M -$1.73M -46,086 -23%
Wells Fargo
5
Wells Fargo
California
$5.63M +$414K +11,031 +8%
Bank of America
6
Bank of America
North Carolina
$3.52M -$486K -12,949 -12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.91M -$835K -22,247 -22%
LPL Financial
8
LPL Financial
California
$1.56M +$384K +10,228 +33%
FAIM
9
Financial Advocates Investment Management
Washington
$1.46M +$1.46M +38,781 New
UBS Group
10
UBS Group
Switzerland
$1.25M +$1.8K +48 +0.1%
Truist Financial
11
Truist Financial
North Carolina
$1.25M +$139K +3,699 +13%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.11M -$79.9K -2,131 -7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.03M +$402K +10,723 +64%
MPW
14
Monterey Private Wealth
California
$822K -$50.4K -1,343 -6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$817K -$3.38K -90 -0.4%
Citadel Advisors
16
Citadel Advisors
Florida
$784K -$1.02M -27,183 -57%
SWP
17
Stratos Wealth Partners
Ohio
$757K +$757K +20,173 New
RJA
18
Raymond James & Associates
Florida
$746K +$445K +11,848 +148%
KPWS
19
Kestra Private Wealth Services
Texas
$693K +$693K +18,456 New
FTUS
20
Flow Traders U.S.
New York
$640K +$640K +17,047 New
Osaic Holdings
21
Osaic Holdings
Arizona
$509K -$81.3K -2,190 -14%
ACP
22
Aveo Capital Partners
Colorado
$486K +$9.72K +259 +2%
TRCT
23
Tower Research Capital (TRC)
New York
$417K +$111K +2,943 +36%
RFWA
24
RPg Family Wealth Advisory
Massachusetts
$344K -$8.48K -226 -2%
Ameriprise
25
Ameriprise
Minnesota
$340K +$10.3K +273 +3%
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