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First Trust Large Cap Growth AlphaDEX Fund
FTC

200 hedge funds and large institutions have $758M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

3% more funds holding

Funds holding: 194 → 200 (+6)

1% more capital invested

Capital invested by funds: $750M → $758M (+$8.03M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.69% less ownership

Funds ownership: 70.37% → 67.68% (-2.7%)

61% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 89

Holders
200
Holders Change
+6
Holders Change %
+3.09%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
35
Reduced
89
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.86M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$4.42M
3
Goldman Sachs
Goldman Sachs
New York
+$3.18M
4
IAA
Independent Advisor Alliance
North Carolina
+$2.98M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.88M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$72.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.62M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.02M
4
Wells Fargo
Wells Fargo
California
-$3.32M
5
KWM
Kingsview Wealth Management
Oregon
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$4.19M +$3.18M +22,770 +303%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$4.19M +$146K +1,043 +4%
IA
28
IFP Advisors
Florida
$3.42M -$1.72M -12,328 -33%
HI
29
Harbour Investments
Wisconsin
$3.35M +$81.3K +582 +2%
VAS
30
Vestmark Advisory Solutions
Massachusetts
$3.19M +$42.9K +307 +1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.12M -$195K -1,393 -6%
LI
32
LVZ Inc
Michigan
$3.08M -$71.5K -512 -2%
FPWM
33
FSB Premier Wealth Management
Iowa
$2.98M -$200K -1,434 -6%
IAA
34
Independent Advisor Alliance
North Carolina
$2.95M +$2.98M +21,309 New
PAG
35
Private Advisor Group
New Jersey
$2.92M -$108K -777 -4%
HA
36
HFG Advisors
Ohio
$2.91M -$37.1K -266 -1%
Osaic Holdings
37
Osaic Holdings
Arizona
$2.9M -$335K -2,397 -10%
EH
38
Equitable Holdings
New York
$2.76M -$55.2K -395 -2%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$2.72M -$4.02M -28,781 -59%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$2.58M +$597K +4,277 +30%
BBL
41
Beck Bode LLC
Massachusetts
$2.42M -$797K -5,705 -25%
GS
42
GTS Securities
New York
$2.39M -$1.96K -14 -0.1%
SWP
43
Stratos Wealth Partners
Ohio
$2.26M -$309K -2,210 -12%
SCA
44
Snowden Capital Advisors
New York
$2.24M -$2.07M -14,801 -48%
AWM
45
Apollon Wealth Management
South Carolina
$2.1M -$275K -1,971 -12%
RAS
46
RPS Advisory Solutions
Kentucky
$1.93M +$1.95M +13,948 New
Natixis Advisors
47
Natixis Advisors
Massachusetts
$1.85M -$14.5K -104 -0.8%
KAS
48
Kestra Advisory Services
Texas
$1.67M +$111K +797 +7%
Truist Financial
49
Truist Financial
North Carolina
$1.65M -$12.8K -92 -0.8%
HFW
50
Horizon Family Wealth
Illinois
$1.56M -$97K -695 -6%
1
2
3 4 5

FTC Hedge Fund Activity: Q4 2024 in Review

200 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q4 2024, worth a combined $758M — up 1.1% from $750M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FTC positions and 18 closed out — a net gain of 10 holders — while 35 added to existing stakes and 89 trimmed.

The largest buyer was Jane Street, adding an estimated $4.86M. The largest seller was International Assets Investment Management, cutting an estimated $72.3M.

  • 200 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $758M of First Trust Large Cap Growth AlphaDEX Fund stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 28 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q4 2024 and 18 closed out, a net change of +10 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q4 2024 was Jane Street, an estimated $4.86M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q4 2024 was International Assets Investment Management, an estimated $72.3M sold.

Based on aggregated 13F filings for Q4 2024.