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First Trust Materials AlphaDEX Fund

118 hedge funds and large institutions have $362M invested in First Trust Materials AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+24
Holders Change %
+25.53%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
34
Increased
28
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$56.5M +$10.1M +162,569 +22%
Morgan Stanley
2
Morgan Stanley
New York
$44M -$10.4M -166,731 -19%
Bank of America
3
Bank of America
North Carolina
$27.9M -$203K -3,264 -0.7%
LPL Financial
4
LPL Financial
California
$26.4M +$4.8M +77,270 +22%
Ameriprise
5
Ameriprise
Minnesota
$24.7M +$17.1M +275,762 +226%
RJA
6
Raymond James & Associates
Florida
$14.6M -$3.07M -49,351 -17%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.8M +$5.35M +85,990 +83%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$11.6M -$5.55M -89,334 -32%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$9.04M -$1.69M -27,124 -16%
SL
10
Savior LLC
Massachusetts
$7.41M -$265K -4,288 -3%
Truist Financial
11
Truist Financial
North Carolina
$7.39M -$544K -8,744 -7%
UBS Group
12
UBS Group
Switzerland
$6.35M -$663K -10,674 -9%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$6.19M +$615K +9,893 +11%
NA
14
Navellier & Associates
Nevada
$5.86M -$1.86M -29,858 -24%
HighTower Advisors
15
HighTower Advisors
Illinois
$5.7M +$2.14M +34,410 +60%
BIM
16
Bullseye Investment Management
Ohio
$5M +$5M +80,462 New
FEM
17
Fulcrum Equity Management
Texas
$4.85M -$515K -8,283 -10%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$4.44M -$1.16M -18,720 -21%
Goldman Sachs
19
Goldman Sachs
New York
$4.27M -$2.61K -42 -0.1%
CA
20
CoreCap Advisors
Michigan
$4.12M +$4.12M +66,342 New
SI
21
Stephens Inc
Arkansas
$3.9M +$208K +3,339 +6%
KPWS
22
Kestra Private Wealth Services
Texas
$3.49M +$435K +6,995 +14%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.48M +$202K +3,248 +6%
Stifel Financial
24
Stifel Financial
Missouri
$3.41M +$544K +8,755 +19%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.95M +$98.5K +1,585 +3%