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First Trust Materials AlphaDEX Fund

102 hedge funds and large institutions have $136M invested in First Trust Materials AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-17
Holders Change %
-14.29%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
39
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$23.7M -$2.75M -49,644 -10%
LPL Financial
2
LPL Financial
California
$11M -$2.74M -49,452 -20%
Morgan Stanley
3
Morgan Stanley
New York
$10M -$496K -8,943 -5%
CPG
4
Cornerstone Planning Group
New Jersey
$8.91M +$887K +17,104 +11%
Ameriprise
5
Ameriprise
Minnesota
$6.16M +$348K +6,266 +6%
Bank of America
6
Bank of America
North Carolina
$6.08M -$6.2M -111,765 -50%
Goldman Sachs
7
Goldman Sachs
New York
$5.29M -$567K -10,229 -10%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.99M +$140K +2,530 +3%
Stifel Financial
9
Stifel Financial
Missouri
$4.11M +$1.65M +29,774 +67%
UBS Group
10
UBS Group
Switzerland
$4.06M -$2.91M -52,485 -42%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.79M +$32.8K +591 +0.9%
Raymond James Financial
12
Raymond James Financial
Florida
$3.75M -$1.72M -31,083 -31%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.67M +$871K +15,706 +31%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$3.56M +$3.25M +58,695 +1,059%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.83M -$321K -5,794 -10%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.72M -$592K -10,685 -18%
Two Sigma Investments
17
Two Sigma Investments
New York
$2.28M +$1.76M +31,800 +342%
GS
18
GTS Securities
New York
$1.96M +$954K +17,208 +95%
Truist Financial
19
Truist Financial
North Carolina
$1.92M -$410K -7,393 -18%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.7M +$113K +2,032 +7%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.47M -$199K -3,589 -12%
HI
22
Harbour Investments
Wisconsin
$1.26M +$72.9K +1,315 +6%
Citadel Advisors
23
Citadel Advisors
Florida
$1.17M -$1.5M -26,983 -56%
BCA
24
Bay Colony Advisors
Massachusetts
$1.06M -$13.2K -239 -1%
PAG
25
Private Advisor Group
New Jersey
$978K +$103K +1,857 +12%