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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
TSW
76
Three Seasons Wealth
Utah
$1.11M -$73.9K -458 -6%
BBL
77
Beck Bode LLC
Massachusetts
$1.09M +$484 +3 +0%
RIS
78
Richmond Investment Services
Wisconsin
$1.08M -$60.8K -377 -5%
FTS
79
Fifth Third Securities
Ohio
$1.05M +$42.3K +262 +4%
CAM
80
Cresset Asset Management
Illinois
$1.03M +$27.9K +173 +3%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$1.03M +$1.07M +6,662 New
KPWS
82
Kestra Private Wealth Services
Texas
$921K -$159K -983 -14%
CCA
83
Clearwater Capital Advisors
Illinois
$905K +$19.4K +120 +2%
IFG
84
Independent Financial Group
California
$870K -$98.1K -608 -10%
AWM
85
AE Wealth Management
Kansas
$858K +$199K +1,232 +28%
SFPG
86
Stonebridge Financial Planning Group
Florida
$842K -$16.1K -100 -2%
ZCP
87
Z3 Capital Partners
Virginia
$840K -$41.6K -258 -5%
LSIA
88
LaSalle St. Investment Advisors
Illinois
$835K -$7.9K -49 -0.9%
Creative Planning
89
Creative Planning
Kansas
$832K +$9.84K +61 +1%
AWA
90
Arkadios Wealth Advisors
Georgia
$832K +$21.9K +136 +3%
SA
91
Sanctuary Advisors
Indiana
$818K -$323 -2 -0%
TFA
92
Transamerica Financial Advisors
Florida
$792K -$420K -2,601 -34%
MAS
93
MPWM Advisory Solutions
Georgia
$787K -$1.45K -9 -0.2%
GVAG
94
Great Valley Advisor Group
Delaware
$780K +$56K +347 +7%
RAS
95
RPS Advisory Solutions
Kentucky
$779K -$383K -2,374 -32%
WDL
96
Well Done LLC
Michigan
$751K
SPC
97
Sigma Planning Corp
Michigan
$749K -$18.4K -114 -2%
Mariner
98
Mariner
Kansas
$708K -$50.5K -313 -6%
MA
99
Mutual Advisors
Nebraska
$687K -$656K -4,066 -48%
MGWM
100
Marks Group Wealth Management
Minnesota
$684K

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.