FXZ icon

First Trust Materials AlphaDEX Fund

70 hedge funds and large institutions have $124M invested in First Trust Materials AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+19
Holders Change %
+37.25%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
24
Increased
23
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.6M +$11.1M +231,462 +97%
Wells Fargo
2
Wells Fargo
California
$18.4M +$11.1M +231,824 +155%
SL
3
Savior LLC
Massachusetts
$9.2M -$422K -8,774 -4%
Bank of America
4
Bank of America
North Carolina
$7.36M +$2.85M +59,232 +63%
NA
5
Navellier & Associates
Nevada
$6.43M -$865K -17,989 -12%
IPW
6
IronBridge Private Wealth
Texas
$6.28M +$6.28M +130,616 New
FEM
7
Fulcrum Equity Management
Texas
$6.21M -$1.13M -23,418 -15%
VCM
8
Virtue Capital Management
Tennessee
$3.83M +$3.83M +79,718 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.76M +$29.2K +608 +0.8%
LPL Financial
10
LPL Financial
California
$3.61M +$1.61M +33,516 +81%
SMF
11
Sterling Manor Financial
New York
$3.44M +$3.44M +71,495 New
SWP
12
Stratos Wealth Partners
Ohio
$2.96M +$1.99M +41,287 +205%
Goldman Sachs
13
Goldman Sachs
New York
$2.4M +$2.4M +50,000 New
UBS Group
14
UBS Group
Switzerland
$2.31M +$704K +14,642 +44%
Truist Financial
15
Truist Financial
North Carolina
$2.22M +$627K +13,027 +39%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$2.01M +$2M +41,678 +22,775%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.72M +$397K +8,265 +30%
FAIM
18
Financial Advocates Investment Management
Washington
$1.7M -$163K -3,400 -9%
RJA
19
Raymond James & Associates
Florida
$1.65M +$698K +14,524 +73%
Ameriprise
20
Ameriprise
Minnesota
$1.2M +$766K +15,915 +176%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.14M +$782K +16,262 +222%
MPW
22
Monterey Private Wealth
California
$988K -$65.2K -1,357 -6%
Osaic Holdings
23
Osaic Holdings
Arizona
$956K +$296K +6,157 +45%
KPWS
24
Kestra Private Wealth Services
Texas
$939K +$52.7K +1,098 +6%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$922K -$125K -2,596 -12%