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First Trust Large Cap Value AlphaDEX Fund
FTA

217 hedge funds and large institutions have $1.08B invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 82 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

27% more capital invested

Capital invested by funds: $847M → $1.08B (+$229M)

7% more funds holding

Funds holding: 203 → 217 (+14)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.64% less ownership

Funds ownership: 71.41% → 70.76% (-0.64%)

17% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 82

Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
2.86%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
68
Reduced
82
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
+$19.7M
2
UBS Group
UBS Group
Switzerland
+$10.5M
3
Morgan Stanley
Morgan Stanley
New York
+$9.56M
4
IAA
Independent Advisor Alliance
North Carolina
+$7.79M
5
Goldman Sachs
Goldman Sachs
New York
+$7.43M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$20.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.2M
3
KWM
Kaydan Wealth Management
Michigan
-$7.81M
4
MHB
Midwest Heritage Bank
Iowa
-$4.13M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
126
BlueChip Wealth Advisors
Georgia
$432K +$225K +2,828 +100%
MWM
127
MGB Wealth Management
Texas
$431K – – –
KDA
128
Kraft Davis & Associates
Missouri
$427K +$439K +5,513 New
AA
129
Armis Advisers
Georgia
$426K +$444K +5,576 New
SB
130
Strategic Blueprint
Georgia
$423K -$11.6K -146 -3%
FFA
131
Founders Financial Alliance
North Carolina
$422K +$6.61K +83 +2%
PWS
132
Proactive Wealth Strategies
Georgia
$420K +$438K +5,497 New
PCS
133
Private Client Services
Kentucky
$419K +$46.3K +582 +12%
IA
134
IFG Advisory
Georgia
$410K -$729K -9,159 -63%
1W
135
1776 Wealth
Georgia
$391K – – –
EFG
136
Elios Financial Group
Ohio
$383K +$637 +8 +0.2%
MIM
137
MTM Investment Management
South Carolina
$379K -$71.9K -904 -15%
RFG
138
REAP Financial Group
Texas
$374K +$955 +12 +0.2%
Jones Financial Companies
139
Jones Financial Companies
Missouri
$360K +$282K +3,541 +302%
ATPW
140
Ashton Thomas Private Wealth
Arizona
$352K -$11.9K -150 -3%
WCFA
141
Walkner Condon Financial Advisors
Wisconsin
$343K -$3.58K -45 -1%
FAIM
142
Financial Advocates Investment Management
Washington
$343K -$10.2K -128 -3%
WAM
143
WealthTrust Asset Management
Florida
$323K +$557 +7 +0.2%
PS
144
Principal Securities
Iowa
$322K -$47.2K -593 -12%
KAS
145
KPP Advisory Services
Kentucky
$320K – – –
TA
146
TrueWealth Advisors
Alabama
$318K -$3.58K -45 -1%
VA
147
Valmark Advisers
Ohio
$317K – – –
EWM
148
EPG Wealth Management
Georgia
$303K +$1.19K +15 +0.4%
AFP
149
Ausdal Financial Partners
Iowa
$282K +$55.6K +698 +23%
KCFA
150
Key Client Fiduciary Advisors
New Jersey
$275K – – –
4 5
6
7 8

FTA Hedge Fund Activity: Q4 2024 in Review

217 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q4 2024, worth a combined $1.08B — up 27% from $847M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FTA positions and 14 closed out — a net gain of 20 holders — while 68 added to existing stakes and 82 trimmed.

The largest buyer was IHT Wealth Management, adding an estimated $19.7M. The largest seller was International Assets Investment Management, cutting an estimated $20.8M.

  • 217 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q4 2024, up from 203 in Q3 2024.
  • Funds reported $1.08B of First Trust Large Cap Value AlphaDEX Fund stock for Q4 2024, up 27% quarter-over-quarter.
  • 34 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q4 2024 and 14 closed out, a net change of +20 holders.
  • The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q4 2024 was IHT Wealth Management, an estimated $19.7M added.
  • The largest First Trust Large Cap Value AlphaDEX Fund seller in Q4 2024 was International Assets Investment Management, an estimated $20.8M sold.

Based on aggregated 13F filings for Q4 2024.