FXZ icon

First Trust Materials AlphaDEX Fund

145 hedge funds and large institutions have $1.46B invested in First Trust Materials AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+27
Holders Change %
+22.88%
% of All Funds
2.29%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
42
Increased
58
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$655M +$655M +9,148,624 New
Wells Fargo
2
Wells Fargo
California
$109M +$44.4M +619,424 +68%
Morgan Stanley
3
Morgan Stanley
New York
$101M +$50.1M +699,143 +99%
LPL Financial
4
LPL Financial
California
$50.1M +$19.7M +275,626 +65%
Bank of America
5
Bank of America
North Carolina
$47.2M +$15M +209,394 +47%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$44.3M +$30.9M +431,666 +231%
RJA
7
Raymond James & Associates
Florida
$32.2M +$15.4M +215,584 +92%
Ameriprise
8
Ameriprise
Minnesota
$29.6M +$915K +12,675 +3%
Truist Financial
9
Truist Financial
North Carolina
$26.7M +$18.2M +253,937 +214%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$24.8M +$11.3M +157,773 +83%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$19.9M +$17.6M +246,169 +773%
NC
12
NewSquare Capital
Pennsylvania
$18.8M +$18.8M +262,760 New
UBS Group
13
UBS Group
Switzerland
$18.2M +$10.9M +151,539 +148%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$16.7M +$9.56M +133,479 +134%
ODG
15
O'Dell Group
Ohio
$15M +$15M +209,054 +72,088%
NA
16
NewEdge Advisors
Louisiana
$14.2M +$13.7M +191,809 +3,145%
DADC
17
D.A. Davidson & Co
Montana
$13.1M +$13.1M +182,528 New
Stifel Financial
18
Stifel Financial
Missouri
$12M +$8.03M +112,055 +205%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$11.9M +$6.8M +95,004 +133%
CA
20
Crumly & Associates
Illinois
$10.3M +$8.21M +114,569 +392%
Osaic Holdings
21
Osaic Holdings
Arizona
$10.2M +$5.71M +71,374 +127%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$9.11M -$1.31M -18,232 -13%
SL
23
Savior LLC
Massachusetts
$8.79M +$158K +2,196 +2%
IAIM
24
International Assets Investment Management
Florida
$7M +$7M +114,987 New
NA
25
Navellier & Associates
Nevada
$6.94M +$182K +2,540 +3%