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First Trust Materials AlphaDEX Fund

142 hedge funds and large institutions have $317M invested in First Trust Materials AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
24
Reduced
73
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$59.5M +$27.1M +393,174 +84%
Wells Fargo
2
Wells Fargo
California
$44.3M -$5.09M -73,819 -10%
LPL Financial
3
LPL Financial
California
$24M -$3.61M -52,366 -13%
Bank of America
4
Bank of America
North Carolina
$19.5M -$11.9M -172,156 -38%
UBS Group
5
UBS Group
Switzerland
$14.5M +$3.41M +49,472 +31%
RJA
6
Raymond James & Associates
Florida
$13.8M -$6.17M -89,511 -31%
Ameriprise
7
Ameriprise
Minnesota
$9.12M -$534K -7,754 -6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$8.85M -$2.4M -34,844 -21%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.92M -$2.63M -38,152 -25%
Stifel Financial
10
Stifel Financial
Missouri
$7.17M -$2.83M -40,993 -28%
CPG
11
Cornerstone Planning Group
New Jersey
$7.1M +$713K +10,340 +11%
CA
12
Cetera Advisors
Colorado
$6.61M -$451K -6,545 -6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.04M -$7.1M -102,906 -58%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.17M -$3.01M -43,636 -42%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$4.07M -$2.37M -34,369 -37%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$3.96M +$3.72K +54 +0.1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.94M -$1.35M -19,536 -25%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$3.9M +$43.4K +629 +1%
Goldman Sachs
19
Goldman Sachs
New York
$3.45M -$1.05M -15,214 -23%
E
20
ETFidea
New York
$3.4M +$174K +2,516 +5%
Truist Financial
21
Truist Financial
North Carolina
$3.08M -$1.19M -17,278 -28%
FWA
22
FOCUS Wealth Advisors
Texas
$3.08M +$400K +5,806 +15%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.97M -$248K -3,599 -8%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.71M -$1.22M -17,708 -31%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.38M -$192K -2,779 -7%