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First Trust Large Cap Growth AlphaDEX Fund
FTC

191 hedge funds and large institutions have $791M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more capital invested

Capital invested by funds: $789M → $791M (+$2.4M)

0.45% less ownership

Funds ownership: 76.6% → 76.14% (-0.45%)

1% less funds holding

Funds holding: 192 → 191 (-1)

31% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 84

Holders
191
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
58
Reduced
84
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAA
Global Assets Advisory
Florida
+$72.9M
2
First Trust Advisors
First Trust Advisors
Illinois
+$21.2M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$14.4M
4
WA
Win Advisors
Florida
+$12M
5
GM
GeoWealth Management
Illinois
+$8.45M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$101M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$17M
3
LPL Financial
LPL Financial
California
-$16.7M
4
AT
Arden Trust
Delaware
-$10.8M
5
Osaic Holdings
Osaic Holdings
Arizona
-$5.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
26
Global Assets Advisory
Florida
$5.09M +$72.9M +627,002 New
Osaic Holdings
27
Osaic Holdings
Arizona
$4.73M -$5.33M -45,894 -54%
IA
28
IFP Advisors
Florida
$4.65M -$346K -2,979 -7%
IWM
29
IHT Wealth Management
Illinois
$4.63M -$126K -1,087 -3%
AssetMark Inc
30
AssetMark Inc
California
$4.2M +$1M +8,617 +34%
SCA
31
Snowden Capital Advisors
New York
$4.14M -$1.08M -9,296 -22%
BBL
32
Beck Bode LLC
Massachusetts
$4.13M -$947K -8,151 -20%
CASC
33
Coppell Advisory Solutions Corp
Texas
$4.09M +$3.86M +33,195 New
CA
34
Cetera Advisors
Colorado
$4.08M +$1.69M +14,537 +78%
FPWM
35
FSB Premier Wealth Management
Iowa
$3.89M -$444K -3,824 -11%
HI
36
Harbour Investments
Wisconsin
$3.81M +$707K +6,088 +25%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$3.44M +$92.7K +798 +3%
AWS
38
Atria Wealth Solutions
New York
$3.37M -$750K -6,457 -19%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$3.11M -$239K -2,060 -8%
PAG
40
Private Advisor Group
New Jersey
$3.04M -$78K -671 -3%
LI
41
LVZ Inc
Michigan
$2.85M -$273K -2,348 -9%
CA
42
CoreCap Advisors
Michigan
$2.8M +$297K +2,558 +13%
VAS
43
Vestmark Advisory Solutions
Massachusetts
$2.79M +$85.1K +732 +3%
EH
44
Equitable Holdings
New York
$2.77M -$219K -1,887 -8%
CCA
45
Clearwater Capital Advisors
Illinois
$2.74M -$48.6K -418 -2%
HA
46
HFG Advisors
Ohio
$2.58M -$382K -3,284 -14%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$2.38M +$140K +1,209 +7%
AWM
48
AE Wealth Management
Kansas
$2.37M -$656K -5,646 -23%
SWP
49
Stratos Wealth Partners
Ohio
$2.35M -$61.2K -527 -3%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$2.34M +$76.7K +660 +4%
1
2
3 4 5

FTC Hedge Fund Activity: Q1 2024 in Review

191 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2024, worth a combined $791M — up 0.3% from $789M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FTC positions and 17 closed out — a net gain of 1 holder — while 58 added to existing stakes and 84 trimmed.

The largest buyer was Global Assets Advisory, opening a new position worth an estimated $72.9M. The largest seller was Morgan Stanley, cutting an estimated $101M.

  • 191 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2024, down from 192 in Q4 2023.
  • Funds reported $791M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2024, up 0.3% quarter-over-quarter.
  • 18 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2024 and 17 closed out, a net change of +1 holder.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2024 was Global Assets Advisory, an estimated $72.9M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2024 was Morgan Stanley, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2024.