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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

119 hedge funds and large institutions have $161M invested in First Trust Materials AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
32
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.85M
2
PCH
PGIM Custom Harvest
New Jersey
$2.29M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.21M
4
CPG
Cornerstone Planning Group
New Jersey
$9.28M
5
Goldman Sachs
Goldman Sachs
New York
$6M

Top Sellers

1
FWA
FOCUS Wealth Advisors
Texas
$0
2
Morgan Stanley
Morgan Stanley
New York
$10.8M
3
Wells Fargo
Wells Fargo
California
$27.1M
4
Bank of America
Bank of America
North Carolina
$12.6M
5
LPL Financial
LPL Financial
California
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$27.1M -$1.96M -34,553 -7%
LPL Financial
2
LPL Financial
California
$14.1M -$1.79M -31,427 -11%
Bank of America
3
Bank of America
North Carolina
$12.6M -$1.82M -31,972 -13%
Morgan Stanley
4
Morgan Stanley
New York
$10.8M -$2M -35,186 -16%
CPG
5
Cornerstone Planning Group
New Jersey
$9.28M +$1.22M +20,406 +15%
UBS Group
6
UBS Group
Switzerland
$7.14M -$1.14M -20,099 -14%
Goldman Sachs
7
Goldman Sachs
New York
$6M +$781K +13,747 +15%
Ameriprise
8
Ameriprise
Minnesota
$5.96M -$199K -3,501 -3%
Raymond James Financial
9
Raymond James Financial
Florida
$5.61M +$5.61M +98,691 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$4.97M -$310K -5,460 -6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.85M +$3.2M +56,267 +489%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.39M -$177K -3,107 -5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.23M +$175K +3,082 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.86M -$226K -3,984 -7%
Citadel Advisors
15
Citadel Advisors
Florida
$2.73M +$322K +5,665 +13%
Jane Street
16
Jane Street
New York
$2.63M +$196K +3,451 +8%
Stifel Financial
17
Stifel Financial
Missouri
$2.52M +$149K +2,623 +6%
Truist Financial
18
Truist Financial
North Carolina
$2.39M +$249K +4,386 +12%
PCH
19
PGIM Custom Harvest
New Jersey
$2.29M +$1.96M +34,518 +604%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.21M +$1.7M +29,868 +332%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.72M +$14.7K +259 +0.9%
SA
22
Sanctuary Advisors
Indiana
$1.63M +$74.1K +1,230 +5%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.62M -$45.1K -794 -3%
HI
24
Harbour Investments
Wisconsin
$1.22M -$73.6K -1,295 -6%
BCA
25
Bay Colony Advisors
Massachusetts
$1.1M -$342K -6,014 -24%
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