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First Trust Large Cap Growth AlphaDEX Fund
FTC

168 hedge funds and large institutions have $654M invested in First Trust Large Cap Growth AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.64% less ownership

Funds ownership: 63.66% → 63.01% (-0.64%)

5% less funds holding

Funds holding: 176 → 168 (-8)

13% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 64

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

22% less capital invested

Capital invested by funds: $838M → $654M (-$184M)

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
168
Holders Change
-8
Holders Change %
-4.55%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
16
Increased
56
Reduced
64
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
GeoWealth Management
Illinois
+$16.3M
2
FTUS
Flow Traders U.S.
New York
+$3.11M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.5M
4
IA
IFP Advisors
Florida
+$2.29M
5
MCC
Money Concepts Capital
Florida
+$1.92M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$25.2M
2
First Trust Advisors
First Trust Advisors
Illinois
-$19.4M
3
IWM
IHT Wealth Management
Illinois
-$12.5M
4
Wells Fargo
Wells Fargo
California
-$11.8M
5
SMF
Sterling Manor Financial
New York
-$9.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$4.17M +$418K +3,960 +11%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.88M +$1.31M +12,379 +52%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$3.68M -$201K -1,908 -5%
SCA
29
Snowden Capital Advisors
New York
$3.65M +$12.8K +121 +0.4%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$3.61M +$237K +2,244 +7%
PAG
31
Private Advisor Group
New Jersey
$3.58M -$371K -3,519 -9%
FTUS
32
Flow Traders U.S.
New York
$3.4M +$3.11M +29,510 +1,228%
SPC
33
Sigma Planning Corp
Michigan
$3.4M -$457K -4,335 -12%
CCA
34
Clearwater Capital Advisors
Illinois
$3.21M -$280K -2,656 -8%
KPWS
35
Kestra Private Wealth Services
Texas
$3.12M -$1.58M -14,927 -34%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$2.84M +$348K +3,302 +14%
SAM
37
SignalPoint Asset Management
Missouri
$2.83M -$512K -4,849 -15%
MCC
38
Money Concepts Capital
Florida
$2.27M +$1.92M +18,217 +605%
LI
39
LVZ Inc
Michigan
$2.19M -$123K -1,169 -5%
AWM
40
Apollon Wealth Management
South Carolina
$2.16M -$2.11K -20 -0.1%
CA
41
CoreCap Advisors
Michigan
$2.13M +$251K +2,377 +14%
SG
42
StoneX Group
New York
$2.1M -$266K -2,521 -11%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$2.02M -$2.74M -25,974 -58%
HA
44
HFG Advisors
Ohio
$2M -$3.8K -36 -0.2%
SWM
45
Spire Wealth Management
Virginia
$1.94M +$1M +9,482 +108%
SWP
46
Stratos Wealth Partners
Ohio
$1.92M +$22.6K +214 +1%
E
47
ETFidea
New York
$1.8M – – –
CA
48
Cetera Advisors
Colorado
$1.79M +$641K +6,079 +57%
WWM
49
Western Wealth Management
Colorado
$1.77M +$866K +8,208 +98%
WEG
50
World Equity Group
Illinois
$1.68M +$1.66M +15,736 New
1
2
3 4 5

FTC Hedge Fund Activity: Q1 2022 in Review

168 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2022, worth a combined $654M — down 22% from $838M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FTC and 16 opened new positions — a net loss of 4 holders — while 64 trimmed existing stakes and 56 added.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $16.3M. The largest seller was Morgan Stanley, cutting an estimated $25.2M.

  • 168 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2022, down from 176 in Q4 2021.
  • Funds reported $654M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2022, down 22% quarter-over-quarter.
  • 16 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2022 and 20 closed out, a net change of -4 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2022 was GeoWealth Management, an estimated $16.3M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2022 was Morgan Stanley, an estimated $25.2M sold.

Based on aggregated 13F filings for Q1 2022.