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First Trust Large Cap Growth AlphaDEX Fund

160 hedge funds and large institutions have $524M invested in First Trust Large Cap Growth AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

3% more funds holding

Funds holding: 155160 (+5)

0.13% more ownership

Funds ownership: 63.47%63.6% (+0.13%)

3% less capital invested

Capital invested by funds: $538M → $524M (-$14.4M)

16% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 62

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.09M

Holders
160
Holders Change
+5
Holders Change %
+3.23%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
52
Reduced
62
Closed
9
Calls
Puts
$1.09M
Net Calls
-$1.09M
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Change in
Stake
E
51
ETFidea
New York
$1.35M -$58.7K -627 -4%
KF
52
Krilogy Financial
Missouri
$1.16M +$2.43K +26 +0.2%
Citigroup
53
Citigroup
New York
$1.09M -$48.9K -522 -4%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$1.03M +$175K +1,873 +18%
HFW
55
Horizon Family Wealth
Illinois
$1.01M +$2.15K +23 +0.2%
TRCT
56
Tower Research Capital (TRC)
New York
$1.01M +$839K +8,960 +318%
KWS
57
Keystone Wealth Services
California
$983K +$5.24K +56 +0.5%
SFPG
58
Stonebridge Financial Planning Group
Florida
$954K -$57.9K -619 -5%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$950K -$584K -6,237 -36%
TLFA
60
True Link Financial Advisors
California
$877K
IA
61
IFG Advisory
Georgia
$852K -$25.4K -271 -3%
HighTower Advisors
62
HighTower Advisors
Illinois
$842K -$511K -5,454 -36%
AF
63
Allworth Financial
California
$835K +$1.31K +14 +0.1%
OC
64
Oppenheimer & Co
New York
$833K -$38.6K -412 -4%
GVAG
65
Great Valley Advisor Group
Delaware
$812K -$13.8K -147 -2%
EH
66
Equitable Holdings
New York
$789K +$67.1K +717 +8%
MML Investors Services
67
MML Investors Services
Massachusetts
$773K +$80.8K +863 +11%
Citadel Advisors
68
Citadel Advisors
Florida
$769K -$1.89M -20,217 -69%
SOS
69
Silver Oak Securities
Tennessee
$741K -$1.05M -11,244 -59%
GIA
70
Gladstone Institutional Advisory
Florida
$663K -$44.6K -476 -6%
IP
71
Ignite Planners
California
$647K -$199K -2,125 -22%
VAS
72
Vestmark Advisory Solutions
Massachusetts
$640K +$412K +4,396 +142%
WCFA
73
Walkner Condon Financial Advisors
Wisconsin
$636K
PA
74
PFG Advisors
Arizona
$616K -$49.8K -532 -7%
Goldman Sachs
75
Goldman Sachs
New York
$614K -$221K -2,361 -25%

FTC Hedge Fund Activity: Q3 2022 in Review

160 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q3 2022, worth a combined $524M — down 2.7% from $538M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FTC positions and 9 closed out — a net gain of 5 holders — while 52 added to existing stakes and 62 trimmed.

The largest buyer was J. Arnold Wealth Management, opening a new position worth an estimated $9.45M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.86M.

  • 160 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q3 2022, up from 155 in Q2 2022.
  • Funds reported $524M of First Trust Large Cap Growth AlphaDEX Fund stock for Q3 2022, down 2.7% quarter-over-quarter.
  • 14 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q3 2022 and 9 closed out, a net change of +5 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q3 2022 was J. Arnold Wealth Management, an estimated $9.45M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q3 2022 was Raymond James Financial Services Advisors, an estimated $4.86M sold.

Based on aggregated 13F filings for Q3 2022.