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First Trust Materials AlphaDEX Fund

130 hedge funds and large institutions have $274M invested in First Trust Materials AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-12
Holders Change %
-8.45%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
32
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$44.7M -$1.09M -15,317 -2%
Morgan Stanley
2
Morgan Stanley
New York
$26.8M -$34.8M -487,228 -56%
LPL Financial
3
LPL Financial
California
$26.2M +$1.34M +18,776 +5%
Bank of America
4
Bank of America
North Carolina
$21.3M +$1.13M +15,894 +6%
UBS Group
5
UBS Group
Switzerland
$10.8M -$4.25M -59,569 -28%
RJA
6
Raymond James & Associates
Florida
$9.5M -$4.73M -66,285 -33%
Ameriprise
7
Ameriprise
Minnesota
$9.21M -$240K -3,366 -3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$8.69M +$8.33M +116,762 +2,307%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.26M -$888K -12,446 -10%
CPG
10
Cornerstone Planning Group
New Jersey
$7.77M +$750K +11,002 +11%
CA
11
Cetera Advisors
Colorado
$6.88M +$43.4K +608 +0.6%
Stifel Financial
12
Stifel Financial
Missouri
$6.06M -$1.36M -19,074 -18%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.22M +$9.92K +139 +0.2%
Goldman Sachs
14
Goldman Sachs
New York
$4.71M +$1.14M +16,049 +32%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.16M -$4.03M -56,542 -49%
FWA
16
FOCUS Wealth Advisors
Texas
$3.77M +$580K +8,128 +18%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$3.65M -$386K -5,417 -10%
E
18
ETFidea
New York
$3.6M +$83.7K +1,173 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.53M -$547K -7,667 -13%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$3.34M -$760K -10,653 -19%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.18M -$1.13M -15,860 -26%
GS
22
GTS Securities
New York
$2.79M +$838K +11,740 +43%
Truist Financial
23
Truist Financial
North Carolina
$2.73M -$457K -6,401 -14%
PWM
24
Purus Wealth Management
California
$2.4M -$54.6K -765 -2%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$2.12M -$84.5K -1,185 -4%