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First Trust Large Cap Growth AlphaDEX Fund

207 hedge funds and large institutions have $781M invested in First Trust Large Cap Growth AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

2% more funds holding

Funds holding: 202207 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.65% less ownership

Funds ownership: 68.17%67.53% (-0.65%)

9% less capital invested

Capital invested by funds: $856M → $781M (-$74.8M)

27% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 75

Holders
207
Holders Change
+5
Holders Change %
+2.48%
% of All Funds
2.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
55
Reduced
75
Closed
19
Calls
$2M
Puts
Net Calls
+$2M
Net Calls Change
-$90K
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
51
Empirical Asset Management
Massachusetts
$1.86M -$46.3K -287 -2%
FTUS
52
Flow Traders U.S.
New York
$1.8M +$1.89M +11,697 New
KAS
53
Kestra Advisory Services
Texas
$1.77M +$33.2K +206 +2%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$1.7M +$33.6K +208 +2%
KWS
55
Keystone Wealth Services
California
$1.65M +$1.72M +10,680 New
KF
56
Krilogy Financial
Missouri
$1.59M +$161 +1 +0%
HFW
57
Horizon Family Wealth
Illinois
$1.58M +$484 +3 +0%
MCC
58
Money Concepts Capital
Florida
$1.58M -$137K -850 -8%
HHCP
59
Hilton Head Capital Partners
South Carolina
$1.53M -$2.58K -16 -0.2%
Goldman Sachs
60
Goldman Sachs
New York
$1.53M +$1.6M +9,949 New
Citadel Advisors
61
Citadel Advisors
Florida
$1.46M +$155K +962 +11%
AF
62
Allworth Financial
California
$1.45M +$6.45K +40 +0.4%
MML Investors Services
63
MML Investors Services
Massachusetts
$1.44M +$121K +753 +9%
NA
64
NewEdge Advisors
Louisiana
$1.41M -$350K -2,168 -19%
NS
65
NBC Securities
Alabama
$1.38M -$66.3K -411 -4%
HighTower Advisors
66
HighTower Advisors
Illinois
$1.37M +$807 +5 +0.1%
OC
67
Oppenheimer & Co
New York
$1.36M -$323 -2 -0%
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$1.33M -$20.8K -129 -1%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$1.32M +$1.38M +8,546 New
RA
70
RFG Advisory
Alabama
$1.31M +$1.16M +7,174 +547%
IWC
71
Integrated Wealth Concepts
Massachusetts
$1.28M -$129K -798 -9%
AWM
72
Apollon Wealth Management
South Carolina
$1.27M -$504K -3,123 -27%
CA
73
CoreCap Advisors
Michigan
$1.23M -$86.8K -538 -6%
GWM
74
Geneos Wealth Management
Colorado
$1.19M -$24.2K -150 -2%
JP Morgan Chase
75
JP Morgan Chase
New York
$1.14M +$386K +2,391 +45%

FTC Hedge Fund Activity: Q1 2026 in Review

207 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2026, worth a combined $781M — down 8.7% from $856M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FTC positions and 19 closed out — a net gain of 8 holders — while 55 added to existing stakes and 75 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $6.42M. The largest seller was First Trust Advisors, cutting an estimated $22.5M.

  • 207 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2026, up from 202 in Q4 2025.
  • Funds reported $781M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2026, down 8.7% quarter-over-quarter.
  • 27 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2026 and 19 closed out, a net change of +8 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2026 was Virtu Financial, an estimated $6.42M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2026 was First Trust Advisors, an estimated $22.5M sold.

Based on aggregated 13F filings for Q1 2026.