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First Trust Materials AlphaDEX Fund

153 hedge funds and large institutions have $1.02B invested in First Trust Materials AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 78 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-26
Holders Change %
-14.53%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
44
Reduced
78
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$454M +$21.6M +416,808 +5%
Wells Fargo
2
Wells Fargo
California
$72M -$16.9M -326,252 -19%
Morgan Stanley
3
Morgan Stanley
New York
$70.6M -$14.9M -287,604 -17%
LPL Financial
4
LPL Financial
California
$38.9M -$6.03M -116,234 -13%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$33.3M -$5.52M -106,335 -14%
RJA
6
Raymond James & Associates
Florida
$29.6M -$6.35M -122,436 -18%
Bank of America
7
Bank of America
North Carolina
$26.8M -$11.4M -220,709 -30%
Ameriprise
8
Ameriprise
Minnesota
$25.6M -$3.72M -71,684 -13%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$18M -$9.17M -176,728 -34%
NC
10
NewSquare Capital
Pennsylvania
$14.1M +$6.97M +134,450 +98%
ODG
11
O'Dell Group
Ohio
$12.9M +$1.5M +28,987 +13%
UBS Group
12
UBS Group
Switzerland
$12.8M -$7.12M -137,351 -36%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$11.6M -$1.06M -20,413 -8%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$11.3M +$1.46M +28,177 +15%
Truist Financial
15
Truist Financial
North Carolina
$10.9M -$15.1M -290,206 -58%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$10.8M +$692K +13,335 +7%
CA
17
Crumly & Associates
Illinois
$10.3M +$2.18M +42,076 +27%
Stifel Financial
18
Stifel Financial
Missouri
$9.38M +$317K +6,119 +4%
NA
19
NewEdge Advisors
Louisiana
$8.92M -$66.2K -1,277 -0.7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$8.7M -$6.13M -118,094 -41%
ASN
21
Advisory Services Network
Georgia
$7.85M +$2.05M +39,517 +35%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$7.18M -$720K -13,883 -9%
WWA
23
WCG Wealth Advisors
Nevada
$6.48M -$145K -2,606 -2%
CA
24
Cetera Advisors
Colorado
$6.01M -$19.4K -374 -0.3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$5.45M -$679K -13,084 -11%