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First Trust Large Cap Growth AlphaDEX Fund
FTC

193 hedge funds and large institutions have $707M invested in First Trust Large Cap Growth AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 85 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.04% less ownership

Funds ownership: 67.68% → 67.64% (-0.04%)

4% less funds holding

Funds holding: 200 → 193 (-7)

7% less capital invested

Capital invested by funds: $758M → $707M (-$51.4M)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

52% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 85

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
193
Holders Change
-7
Holders Change %
-3.5%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
41
Reduced
85
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$15.7M
2
ECA
Elevation Capital Advisory
Oregon
+$8M
3
CI
CX Institutional
Indiana
+$5.03M
4
GIA
Gladstone Institutional Advisory
Florida
+$3.92M
5
VF
Virtu Financial
New York
+$3.27M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$13.2M
2
WA
Win Advisors
Florida
-$10.5M
3
USCWA
U.S. Capital Wealth Advisors
Texas
-$6.47M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.36M
5
Jane Street
Jane Street
New York
-$5.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.42M +$486K +3,464 +15%
WWM
27
Western Wealth Management
Colorado
$3.11M -$1.8M -12,862 -35%
VF
28
Virtu Financial
New York
$3.06M +$3.27M +23,298 New
GSWM
29
Greenup Street Wealth Management
Michigan
$2.99M +$3.19M +22,768 New
HI
30
Harbour Investments
Wisconsin
$2.99M -$208K -1,484 -6%
VAS
31
Vestmark Advisory Solutions
Massachusetts
$2.78M -$268K -1,910 -8%
IA
32
IFP Advisors
Florida
$2.74M -$548K -3,908 -16%
LI
33
LVZ Inc
Michigan
$2.65M -$290K -2,072 -9%
EH
34
Equitable Holdings
New York
$2.56M -$63.9K -456 -2%
HA
35
HFG Advisors
Ohio
$2.47M -$316K -2,256 -11%
PAG
36
Private Advisor Group
New Jersey
$2.4M -$401K -2,858 -14%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$2.4M -$55.7K -397 -2%
FPWM
38
FSB Premier Wealth Management
Iowa
$2.33M -$542K -3,868 -18%
Goldman Sachs
39
Goldman Sachs
New York
$2.3M -$1.79M -12,754 -42%
GWM
40
Geneos Wealth Management
Colorado
$2.04M +$1.5M +10,698 +222%
BBL
41
Beck Bode LLC
Massachusetts
$2.01M -$313K -2,232 -13%
SCA
42
Snowden Capital Advisors
New York
$1.95M -$192K -1,368 -8%
SWP
43
Stratos Wealth Partners
Ohio
$1.94M -$215K -1,537 -9%
WPC
44
Wedmont Private Capital
Pennsylvania
$1.94M +$2.16M +15,400 New
GAA
45
Global Assets Advisory
Florida
$1.9M +$1.41M +10,058 +200%
AWM
46
Apollon Wealth Management
South Carolina
$1.83M -$171K -1,222 -8%
PCA
47
Prosperity Capital Advisors
Ohio
$1.71M +$1.8M +12,838 New
Jane Street
48
Jane Street
New York
$1.67M -$5.28M -37,649 -75%
Natixis Advisors
49
Natixis Advisors
Massachusetts
$1.57M -$198K -1,409 -11%
Truist Financial
50
Truist Financial
North Carolina
$1.56M -$6.59K -47 -0.4%
1
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FTC Hedge Fund Activity: Q1 2025 in Review

193 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2025, worth a combined $707M — down 6.8% from $758M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FTC and 17 opened new positions — a net loss of 2 holders — while 85 trimmed existing stakes and 41 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $15.7M. The largest seller was Morgan Stanley, cutting an estimated $13.2M.

  • 193 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2025, down from 200 in Q4 2024.
  • Funds reported $707M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2025, down 6.8% quarter-over-quarter.
  • 17 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2025 and 19 closed out, a net change of -2 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2025 was Cambridge Investment Research Advisors, an estimated $15.7M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2025 was Morgan Stanley, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2025.