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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

91 hedge funds and large institutions have $127M invested in First Trust Materials AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-11
Holders Change %
-10.78%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
24
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCH
PGIM Custom Harvest
New Jersey
+$1.37M
2
CPG
Cornerstone Planning Group
New Jersey
+$1.27M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.19M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$330K
5
HAS
HBW Advisory Services
California
+$256K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.49M
2
Two Sigma Investments
Two Sigma Investments
New York
-$2.28M
3
Wells Fargo
Wells Fargo
California
-$1.38M
4
Stifel Financial
Stifel Financial
Missouri
-$1.28M
5
GS
GTS Securities
New York
-$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$22.9M -$1.38M -24,283 -6%
CPG
2
Cornerstone Planning Group
New Jersey
$11.2M +$1.27M +21,884 +13%
LPL Financial
3
LPL Financial
California
$11.1M -$263K -4,621 -2%
Morgan Stanley
4
Morgan Stanley
New York
$9.82M -$474K -8,317 -5%
Ameriprise
5
Ameriprise
Minnesota
$6.19M -$141K -2,473 -2%
Bank of America
6
Bank of America
North Carolina
$6.07M -$174K -3,064 -3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$5.26M +$128K +2,255 +3%
Goldman Sachs
8
Goldman Sachs
New York
$5.08M -$359K -6,312 -7%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$4.17M +$330K +5,533 +9%
UBS Group
10
UBS Group
Switzerland
$3.37M -$804K -14,118 -19%
Raymond James Financial
11
Raymond James Financial
Florida
$3.32M -$535K -9,394 -14%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.28M -$611K -10,738 -16%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.13M +$222K +3,902 +8%
Stifel Financial
14
Stifel Financial
Missouri
$2.94M -$1.28M -22,492 -30%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.37M -$418K -7,341 -15%
Truist Financial
16
Truist Financial
North Carolina
$2.13M +$155K +2,724 +8%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.73M +$1.19M +20,901 +220%
PCH
18
PGIM Custom Harvest
New Jersey
$1.61M +$1.37M +24,017 +569%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.6M +$88K +1,547 +6%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.5M -$243K -4,265 -14%
HI
21
Harbour Investments
Wisconsin
$1.36M +$61K +1,071 +5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.27M -$2.49M -43,727 -66%
HAS
23
HBW Advisory Services
California
$1.17M +$256K +4,499 +28%
PWM
24
Purus Wealth Management
California
$921K -$40.3K -708 -4%
GS
25
GTS Securities
New York
$821K -$1.19M -20,938 -59%
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