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First Trust Large Cap Growth AlphaDEX Fund

167 hedge funds and large institutions have $768M invested in First Trust Large Cap Growth AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $558K | Put options by funds: $288K

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

29% more capital invested

Capital invested by funds: $595M → $768M (+$173M)

18% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 57

1% more funds holding

Funds holding: 165167 (+2)

1.13% more ownership

Funds ownership: 67.35%68.48% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
167
Holders Change
+2
Holders Change %
+1.21%
% of All Funds
2.66%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
19
Increased
67
Reduced
57
Closed
11
Calls
$558K
Puts
$288K
Net Calls
+$270K
Net Calls Change
+$993K
Name Holding Trade Value Shares
Change
Change in
Stake
BBL
26
Beck Bode LLC
Massachusetts
$4.52M +$333K +3,585 +8%
SPC
27
Sigma Planning Corp
Michigan
$4.52M -$599K -6,443 -12%
IWM
28
IHT Wealth Management
Illinois
$4.34M -$119K -1,282 -3%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$4.33M +$329K +3,542 +8%
CAN
30
Cetera Advisor Networks
California
$4.18M -$33.9K -365 -0.8%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$4.11M -$88.1K -948 -2%
FPWM
32
FSB Premier Wealth Management
Iowa
$3.64M -$415K -4,459 -10%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$3.56M +$144K +1,546 +4%
IA
34
IFP Advisors
Florida
$3.35M -$2.56M -27,530 -36%
CI
35
CX Institutional
Indiana
$3.33M -$1.67M -17,950 -34%
PAG
36
Private Advisor Group
New Jersey
$2.53M -$654K -7,031 -21%
IWM
37
Iams Wealth Management
Nebraska
$2.38M +$604K +6,498 +33%
Truist Financial
38
Truist Financial
North Carolina
$2.38M -$640K -6,886 -21%
KAS
39
Kestra Advisory Services
Texas
$2.36M -$3.57M -38,386 -60%
AWM
40
AE Wealth Management
Kansas
$2.33M +$335K +3,606 +17%
CCA
41
Clearwater Capital Advisors
Illinois
$2.3M -$293K -3,155 -11%
HA
42
HFG Advisors
Ohio
$2.23M +$16.2K +174 +0.7%
LI
43
LVZ Inc
Michigan
$1.96M -$177K -1,906 -8%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$1.95M -$319K -3,427 -14%
FTUS
45
Flow Traders U.S.
New York
$1.95M +$1.95M +20,932 New
CA
46
Cetera Advisors
Colorado
$1.95M -$5.11K -55 -0.3%
SAM
47
SignalPoint Asset Management
Missouri
$1.9M +$224K +2,406 +13%
SWP
48
Stratos Wealth Partners
Ohio
$1.7M +$58.9K +633 +4%
SOS
49
Silver Oak Securities
Tennessee
$1.61M -$20.6K -222 -1%
AWM
50
Apollon Wealth Management
South Carolina
$1.57M -$50.2K -540 -3%

FTC Hedge Fund Activity: Q1 2023 in Review

167 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2023, worth a combined $768M — up 29% from $595M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FTC positions and 11 closed out — a net gain of 8 holders — while 67 added to existing stakes and 57 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $16.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.38M sold.

  • 167 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2023, up from 165 in Q4 2022.
  • Funds reported $768M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2023, up 29% quarter-over-quarter.
  • 19 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2023 and 11 closed out, a net change of +8 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2023 was Cambridge Investment Research Advisors, an estimated $16.5M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2023 was Citadel Advisors, an estimated $4.38M sold.

Based on aggregated 13F filings for Q1 2023.