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First Trust Large Cap Growth AlphaDEX Fund

155 hedge funds and large institutions have $538M invested in First Trust Large Cap Growth AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.46% more ownership

Funds ownership: 63.01%63.47% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 168155 (-13)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

18% less capital invested

Capital invested by funds: $654M → $538M (-$116M)

50% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 26

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.05M

Holders
155
Holders Change
-13
Holders Change %
-7.74%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
53
Reduced
64
Closed
26
Calls
Puts
$1.05M
Net Calls
-$1.05M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$3.26M -$440K -4,590 -11%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$3.05M +$75.2K +785 +2%
SCA
28
Snowden Capital Advisors
New York
$3.02M +$11.6K +121 +0.4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.91M -$315K -3,292 -9%
PAG
30
Private Advisor Group
New Jersey
$2.89M -$73.4K -766 -2%
CAN
31
Cetera Advisor Networks
California
$2.87M -$913K -9,533 -23%
CCA
32
Clearwater Capital Advisors
Illinois
$2.65M
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.64M -$430K -4,484 -13%
Citadel Advisors
34
Citadel Advisors
Florida
$2.57M +$2.8M +29,208 New
KPWS
35
Kestra Private Wealth Services
Texas
$2.52M -$69.1K -721 -2%
KAS
36
Kestra Advisory Services
Texas
$2.47M -$1.84M -19,166 -41%
SAM
37
SignalPoint Asset Management
Missouri
$2.38M +$51.4K +537 +2%
LI
38
LVZ Inc
Michigan
$1.86M +$53.9K +563 +3%
CA
39
CoreCap Advisors
Michigan
$1.86M +$104K +1,084 +5%
SOS
40
Silver Oak Securities
Tennessee
$1.75M +$763K +7,962 +73%
SG
41
StoneX Group
New York
$1.75M +$13.4K +140 +0.7%
HI
42
Harbour Investments
Wisconsin
$1.7M +$1.84M +19,230 New
HA
43
HFG Advisors
Ohio
$1.67M +$15.1K +158 +0.8%
SWP
44
Stratos Wealth Partners
Ohio
$1.56M -$26.9K -281 -2%
AWM
45
Apollon Wealth Management
South Carolina
$1.54M -$267K -2,789 -14%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$1.53M -$153K -1,600 -8%
CA
47
Cetera Advisors
Colorado
$1.46M -$17.1K -178 -1%
E
48
ETFidea
New York
$1.45M -$39.6K -413 -2%
AWM
49
AE Wealth Management
Kansas
$1.41M +$409K +4,271 +37%
WWM
50
Western Wealth Management
Colorado
$1.41M -$58.2K -608 -4%

FTC Hedge Fund Activity: Q2 2022 in Review

155 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q2 2022, worth a combined $538M — down 18% from $654M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FTC and 13 opened new positions — a net loss of 13 holders — while 64 trimmed existing stakes and 53 added.

The largest buyer was Morgan Stanley, adding an estimated $7.82M. The largest seller was GeoWealth Management, exiting entirely with an estimated $16.5M sold.

  • 155 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q2 2022, down from 168 in Q1 2022.
  • Funds reported $538M of First Trust Large Cap Growth AlphaDEX Fund stock for Q2 2022, down 18% quarter-over-quarter.
  • 13 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q2 2022 and 26 closed out, a net change of -13 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q2 2022 was Morgan Stanley, an estimated $7.82M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q2 2022 was GeoWealth Management, an estimated $16.5M sold.

Based on aggregated 13F filings for Q2 2022.