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First Trust Large Cap Growth AlphaDEX Fund

155 hedge funds and large institutions have $538M invested in First Trust Large Cap Growth AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.46% more ownership

Funds ownership: 63.01%63.47% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 168155 (-13)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

18% less capital invested

Capital invested by funds: $654M → $538M (-$116M)

50% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 26

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.05M

Holders
155
Holders Change
-13
Holders Change %
-7.74%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
53
Reduced
64
Closed
26
Calls
Puts
$1.05M
Net Calls
-$1.05M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$1.36M -$263K -2,746 -15%
HighTower Advisors
52
HighTower Advisors
Illinois
$1.35M +$510K +5,319 +53%
KF
53
Krilogy Financial
Missouri
$1.19M -$97K -1,013 -7%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$1.19M +$681K +7,113 +111%
Citigroup
55
Citigroup
New York
$1.17M +$371K +3,872 +41%
HFW
56
Horizon Family Wealth
Illinois
$1.04M +$958 +10 +0.1%
SFPG
57
Stonebridge Financial Planning Group
Florida
$1.04M -$188K -1,960 -14%
KWS
58
Keystone Wealth Services
California
$1.01M -$352K -3,676 -24%
TLFA
59
True Link Financial Advisors
California
$903K -$287 -3 -0%
IA
60
IFG Advisory
Georgia
$901K -$78.5K -819 -7%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$901K +$142K +1,487 +17%
OC
62
Oppenheimer & Co
New York
$894K -$78.3K -817 -7%
AF
63
Allworth Financial
California
$859K +$766 +8 +0.1%
IP
64
Ignite Planners
California
$857K -$23K -240 -2%
GVAG
65
Great Valley Advisor Group
Delaware
$849K +$295K +3,075 +47%
Goldman Sachs
66
Goldman Sachs
New York
$841K +$914K +9,541 New
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$815K -$1.67M -17,388 -65%
EH
68
Equitable Holdings
New York
$749K +$23.3K +243 +3%
GIA
69
Gladstone Institutional Advisory
Florida
$724K -$2.3K -24 -0.3%
MML Investors Services
70
MML Investors Services
Massachusetts
$721K -$76.7K -801 -9%
PA
71
PFG Advisors
Arizona
$682K +$24.9K +260 +3%
WCFA
72
Walkner Condon Financial Advisors
Wisconsin
$655K +$5.75K +60 +0.8%
SG
73
Strid Group
Pennsylvania
$647K -$85.7K -894 -11%
RA
74
RFG Advisory
Alabama
$636K +$429K +4,479 +217%
SCFS
75
S.C. Financial Services
Arizona
$590K -$32.4K -338 -5%

FTC Hedge Fund Activity: Q2 2022 in Review

155 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q2 2022, worth a combined $538M — down 18% from $654M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FTC and 13 opened new positions — a net loss of 13 holders — while 64 trimmed existing stakes and 53 added.

The largest buyer was Morgan Stanley, adding an estimated $7.82M. The largest seller was GeoWealth Management, exiting entirely with an estimated $16.5M sold.

  • 155 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q2 2022, down from 168 in Q1 2022.
  • Funds reported $538M of First Trust Large Cap Growth AlphaDEX Fund stock for Q2 2022, down 18% quarter-over-quarter.
  • 13 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q2 2022 and 26 closed out, a net change of -13 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q2 2022 was Morgan Stanley, an estimated $7.82M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q2 2022 was GeoWealth Management, an estimated $16.5M sold.

Based on aggregated 13F filings for Q2 2022.