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First Trust Materials AlphaDEX Fund

143 hedge funds and large institutions have $334M invested in First Trust Materials AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-6
Holders Change %
-4.03%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
29
Reduced
75
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$45.1M -$6.24M -98,969 -12%
Morgan Stanley
2
Morgan Stanley
New York
$29.6M -$9.11M -144,542 -24%
Bank of America
3
Bank of America
North Carolina
$28.7M +$8.61M +136,656 +43%
LPL Financial
4
LPL Financial
California
$25.3M -$6.01M -95,379 -19%
RJA
5
Raymond James & Associates
Florida
$18.2M -$5.39M -85,532 -23%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$11.1M +$2.95M +46,850 +36%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$10.3M -$5.37M -85,173 -34%
UBS Group
8
UBS Group
Switzerland
$10.2M -$337K -5,341 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.65M +$706K +11,201 +8%
Stifel Financial
10
Stifel Financial
Missouri
$9.14M -$569K -9,024 -6%
Ameriprise
11
Ameriprise
Minnesota
$8.85M -$6.38M -101,172 -42%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.56M -$6.94K -110 -0.1%
CA
13
Cetera Advisors
Colorado
$6.46M -$167K -2,647 -3%
IAIM
14
International Assets Investment Management
Florida
$6.21M +$6.21M +149,308 New
CA
15
Crumly & Associates
Illinois
$6.2M -$72.9K -1,156 -1%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$5.89M -$801K -12,707 -12%
CPG
17
Cornerstone Planning Group
New Jersey
$5.84M +$984K +15,616 +20%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.83M -$3.5M -55,503 -42%
Goldman Sachs
19
Goldman Sachs
New York
$4.11M +$937K +14,870 +30%
Truist Financial
20
Truist Financial
North Carolina
$3.91M -$1.35M -21,357 -26%
Citadel Advisors
21
Citadel Advisors
Florida
$3.81M +$2.98M +47,282 +359%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$3.62M -$71.3K -1,131 -2%
MML Investors Services
23
MML Investors Services
Massachusetts
$3.59M -$195K -3,086 -5%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$3.53M -$326K -5,173 -8%
NA
25
Navellier & Associates
Nevada
$3.1M +$3.1M +49,170 New