FXZ icon

First Trust Materials AlphaDEX Fund

101 hedge funds and large institutions have $342M invested in First Trust Materials AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+21
Holders Change %
+26.25%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
48
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$55.4M +$14.2M +246,897 +34%
Wells Fargo
2
Wells Fargo
California
$51.4M +$14.6M +253,750 +40%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$26.9M +$23.3M +404,496 +635%
Bank of America
4
Bank of America
North Carolina
$25.4M +$8.82M +153,402 +53%
LPL Financial
5
LPL Financial
California
$19.8M +$9.67M +168,204 +95%
RJA
6
Raymond James & Associates
Florida
$10.8M +$5.33M +92,783 +98%
SL
7
Savior LLC
Massachusetts
$9.4M -$69K -1,200 -0.7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.57M +$2.53M +43,954 +50%
NA
9
Navellier & Associates
Nevada
$7.44M +$7.44M +129,490 New
Goldman Sachs
10
Goldman Sachs
New York
$7.32M +$4.45M +77,332 +155%
Ameriprise
11
Ameriprise
Minnesota
$7.29M +$3.09M +53,788 +74%
UBS Group
12
UBS Group
Switzerland
$6.96M +$1.32M +22,885 +23%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.91M +$4.83M +84,063 +232%
FEM
14
Fulcrum Equity Management
Texas
$5.63M +$5.21M +90,620 +1,247%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.55M +$4.87M +84,777 +717%
Truist Financial
16
Truist Financial
North Carolina
$5.21M +$2.53M +43,947 +94%
VCM
17
Virtue Capital Management
Tennessee
$5.18M +$1.3M +22,617 +34%
FMP
18
Financial Management Professionals
Texas
$5.16M -$497K -8,638 -9%
PFA
19
Plotkin Financial Advisors
Maryland
$4.8M +$4.8M +83,417 New
Baird Financial Group
20
Baird Financial Group
Wisconsin
$4.62M +$643K +11,190 +16%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$4.03M +$349K +6,067 +9%
HighTower Advisors
22
HighTower Advisors
Illinois
$3.23M +$1.06M +18,481 +49%
SI
23
Stephens Inc
Arkansas
$3.19M -$375K -6,527 -11%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.18M +$676K +11,754 +27%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.16M +$1.32M +22,931 +72%