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First Trust Materials AlphaDEX Fund

179 hedge funds and large institutions have $1.26B invested in First Trust Materials AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 65 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+34
Holders Change %
+23.45%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
54
Increased
65
Reduced
44
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$471M -$46.1M -816,440 -9%
Wells Fargo
2
Wells Fargo
California
$96.9M +$10.6M +187,158 +12%
Morgan Stanley
3
Morgan Stanley
New York
$93.1M +$13.6M +240,152 +17%
LPL Financial
4
LPL Financial
California
$48.9M +$9.39M +166,092 +24%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$42.3M +$7.32M +129,492 +21%
Bank of America
6
Bank of America
North Carolina
$41.7M +$4.43M +78,315 +12%
RJA
7
Raymond James & Associates
Florida
$39.2M +$13.7M +242,684 +54%
Ameriprise
8
Ameriprise
Minnesota
$31.9M +$8.71M +154,124 +38%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$29.6M +$9.96M +176,204 +51%
Truist Financial
10
Truist Financial
North Carolina
$28.3M +$7.22M +127,771 +34%
UBS Group
11
UBS Group
Switzerland
$21.7M +$7.33M +129,618 +51%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$16.2M +$442K +7,816 +3%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$13.8M +$592K +10,468 +4%
ODG
14
O'Dell Group
Ohio
$12.4M +$535K +9,464 +5%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$11M +$1.57M +27,860 +17%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$10.7M +$10.7M +188,515 +13,389%
DADC
17
D.A. Davidson & Co
Montana
$10.4M +$69.6K +1,232 +0.7%
Stifel Financial
18
Stifel Financial
Missouri
$9.87M +$444K +7,859 +5%
NA
19
NewEdge Advisors
Louisiana
$9.79M -$1.39M -24,650 -12%
CA
20
Crumly & Associates
Illinois
$8.83M +$706K +12,491 +9%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.61M +$1.41M +25,020 +20%
GLA
22
Good Life Advisors
Pennsylvania
$8.42M +$8.42M +149,048 New
Osaic Holdings
23
Osaic Holdings
Arizona
$7.88M +$681K +12,055 +9%
NC
24
NewSquare Capital
Pennsylvania
$7.74M -$7.11M -125,820 -48%
SL
25
Savior LLC
Massachusetts
$6.88M -$12.9K -229 -0.2%