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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

80 hedge funds and large institutions have $195M invested in First Trust Materials AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+10
Holders Change %
+14.29%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
23
Increased
32
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$14.3M
2
Morgan Stanley
Morgan Stanley
New York
+$13.6M
3
Bank of America
Bank of America
North Carolina
+$7.51M
4
LPL Financial
LPL Financial
California
+$5.62M
5
FMP
Financial Management Professionals
Texas
+$5.43M

Top Sellers

1
IPW
IronBridge Private Wealth
Texas
-$7.37M
2
FEM
Fulcrum Equity Management
Texas
-$6.72M
3
NA
Navellier & Associates
Nevada
-$6.43M
4
SWP
Stratos Wealth Partners
Ohio
-$2.96M
5
SMF
Sterling Manor Financial
New York
-$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39.5M +$13.6M +246,646 +52%
Wells Fargo
2
Wells Fargo
California
$35.3M +$14.3M +258,755 +68%
Bank of America
3
Bank of America
North Carolina
$15.9M +$7.51M +136,214 +89%
LPL Financial
4
LPL Financial
California
$9.76M +$5.62M +101,817 +136%
SL
5
Savior LLC
Massachusetts
$9.09M -$1.46M -26,488 -14%
FMP
6
Financial Management Professionals
Texas
$5.43M +$5.43M +98,436 New
UBS Group
7
UBS Group
Switzerland
$5.42M +$2.77M +50,257 +105%
RJA
8
Raymond James & Associates
Florida
$5.2M +$3.3M +59,872 +174%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.84M +$531K +9,632 +12%
Ameriprise
10
Ameriprise
Minnesota
$4.03M +$2.66M +48,156 +193%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$3.81M +$3.81M +69,089 New
VCM
12
Virtue Capital Management
Tennessee
$3.72M -$677K -12,280 -15%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$3.53M +$1.22M +22,185 +53%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.51M +$2.46M +44,559 +233%
SI
15
Stephens Inc
Arkansas
$3.42M +$3.42M +62,023 New
KPWS
16
Kestra Private Wealth Services
Texas
$2.89M +$1.81M +32,883 +168%
Goldman Sachs
17
Goldman Sachs
New York
$2.76M – – –
Truist Financial
18
Truist Financial
North Carolina
$2.57M +$24K +436 +0.9%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.4M +$1.3M +23,630 +119%
SMF
20
Sterling Manor Financial
New York
$2.24M -$1.7M -30,888 -43%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.08M +$1.84M +33,265 +753%
Stifel Financial
22
Stifel Financial
Missouri
$2.06M +$1.36M +24,613 +192%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.99M +$20.2K +367 +1%
OC
24
Oppenheimer & Co
New York
$1.98M +$1.98M +35,973 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.77M +$1.04M +18,823 +143%
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