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First Trust Large Cap Growth AlphaDEX Fund
FTC

194 hedge funds and large institutions have $750M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,615% more call options, than puts

Call options by funds: $223K | Put options by funds: $13K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

8% more capital invested

Capital invested by funds: $692M → $750M (+$58.3M)

7.34% more ownership

Funds ownership: 63.04% → 70.37% (+7.3%)

2% more funds holding

Funds holding: 190 → 194 (+4)

35% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 81

Holders
194
Holders Change
+4
Holders Change %
+2.11%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
53
Reduced
81
Closed
13
Calls
$223K
Puts
$13K
Net Calls
+$210K
Net Calls Change
+$210K

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$64.4M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$53.5M
3
WA
Win Advisors
Florida
+$11.3M
4
BEI
Benjamin Edwards Inc
Missouri
+$5.66M
5
Wells Fargo
Wells Fargo
California
+$4.06M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$5.43M
3
LPL Financial
LPL Financial
California
-$5.27M
4
AssetMark Inc
AssetMark Inc
California
-$4.67M
5
CAS
Coppell Advisory Solutions
Texas
-$3.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$4.76M -$1.25M -10,081 -22%
IWM
27
IHT Wealth Management
Illinois
$4.67M +$17.3K +139 +0.4%
SCA
28
Snowden Capital Advisors
New York
$4.08M -$107K -861 -3%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$3.84M +$148K +1,188 +4%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$3.15M -$18.5M -148,904 -86%
HI
31
Harbour Investments
Wisconsin
$3.11M -$768K -6,181 -21%
Osaic Holdings
32
Osaic Holdings
Arizona
$3.07M -$1.16M -9,330 -29%
BBL
33
Beck Bode LLC
Massachusetts
$3.05M -$748K -6,015 -21%
FPWM
34
FSB Premier Wealth Management
Iowa
$3.02M -$545K -4,381 -16%
VAS
35
Vestmark Advisory Solutions
Massachusetts
$3M -$35.3K -284 -1%
LI
36
LVZ Inc
Michigan
$2.99M +$28K +225 +1%
PAG
37
Private Advisor Group
New Jersey
$2.88M -$13.3K -107 -0.5%
CCA
38
Clearwater Capital Advisors
Illinois
$2.84M – – –
HA
39
HFG Advisors
Ohio
$2.8M +$7.08K +57 +0.3%
EH
40
Equitable Holdings
New York
$2.67M -$189K -1,522 -7%
SWP
41
Stratos Wealth Partners
Ohio
$2.44M -$64.4K -518 -3%
CA
42
CoreCap Advisors
Michigan
$2.43M -$499K -4,013 -18%
GS
43
GTS Securities
New York
$2.28M +$2.15M +17,318 New
AWM
44
Apollon Wealth Management
South Carolina
$2.25M +$28.8K +232 +1%
Jane Street
45
Jane Street
New York
$2.04M +$696K +5,602 +57%
AWS
46
Atria Wealth Solutions
New York
$1.97M -$1.69M -13,601 -48%
E
47
ETFidea
New York
$1.93M – – –
GWP
48
Gateway Wealth Partners
Wisconsin
$1.93M -$37K -298 -2%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$1.89M +$69.4K +558 +4%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$1.77M -$13.3K -107 -0.8%
1
2
3 4 5

FTC Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q3 2024, worth a combined $750M — up 8.4% from $692M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FTC positions and 13 closed out — a net gain of 7 holders — while 53 added to existing stakes and 81 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $64.4M. The largest seller was Envestnet Asset Management, cutting an estimated $18.5M.

  • 194 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q3 2024, up from 190 in Q2 2024.
  • Funds reported $750M of First Trust Large Cap Growth AlphaDEX Fund stock for Q3 2024, up 8.4% quarter-over-quarter.
  • 20 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q3 2024 and 13 closed out, a net change of +7 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $64.4M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q3 2024 was Envestnet Asset Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2024.