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First Trust Large Cap Growth AlphaDEX Fund

131 hedge funds and large institutions have $624M invested in First Trust Large Cap Growth AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 66 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

8% more capital invested

Capital invested by funds: $576M → $624M (+$47.1M)

3% more funds holding

Funds holding: 127131 (+4)

0.09% more ownership

Funds ownership: 61.88%61.97% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

52% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 66

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.01M

Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
32
Reduced
66
Closed
10
Calls
Puts
$2.01M
Net Calls
-$2.01M
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
76
M&T Bank
New York
$505K -$40.4K -492 -8%
MWA
77
Meridian Wealth Advisors
Texas
$500K
CS
78
Comerica Securities
Michigan
$469K -$42.8K -521 -9%
GSC
79
G&S Capital
Colorado
$467K +$82.8K +1,008 +22%
VAS
80
Vestmark Advisory Solutions
Massachusetts
$457K +$447K +5,439 New
TWM
81
Triton Wealth Management
Arizona
$400K -$14K -171 -4%
CAM
82
Concorde Asset Management
Michigan
$399K -$190K -2,317 -33%
MGWM
83
Marks Group Wealth Management
Minnesota
$372K
SF
84
Synovus Financial
Georgia
$361K -$3.12K -38 -0.9%
TC
85
TownSquare Capital
Utah
$342K -$11.9K -145 -3%
BRWA
86
B. Riley Wealth Advisors
Florida
$334K -$67.5K -822 -17%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$329K -$32.3K -393 -9%
CF
88
Centaurus Financial
California
$317K +$60.6K +738 +24%
FTUS
89
Flow Traders U.S.
New York
$314K +$307K +3,743 New
TLP
90
Trinity Legacy Partners
Texas
$300K -$11.8K -144 -4%
PPP
91
Private Portfolio Partners
New Jersey
$298K +$20.1K +245 +7%
SFS
92
Sowell Financial Services
Arkansas
$293K -$10K -122 -3%
CA
93
Crumly & Associates
Illinois
$292K -$28.7K -350 -9%
MSAM
94
Moloney Securities Asset Management
Missouri
$283K -$35.3K -430 -11%
FHC
95
First Heartland Consultants
Missouri
$279K -$58.7K -715 -18%
PTC
96
Private Trust Company
Ohio
$272K -$20.9K -254 -7%
BEI
97
Benjamin Edwards Inc
Missouri
$267K +$20.8K +253 +9%
P
98
&Partners
Tennessee
$266K +$260K +3,171 New
GAB
99
German American Bancorp
Indiana
$260K
GWM
100
Geneos Wealth Management
Colorado
$253K -$89.8K -1,093 -26%

FTC Hedge Fund Activity: Q3 2020 in Review

131 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q3 2020, worth a combined $624M — up 8.2% from $576M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FTC positions and 10 closed out — a net gain of 4 holders — while 32 added to existing stakes and 66 trimmed.

The largest buyer was Truist Financial, adding an estimated $8.57M. The largest seller was AE Wealth Management, cutting an estimated $9.05M.

  • 131 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q3 2020, up from 127 in Q2 2020.
  • Funds reported $624M of First Trust Large Cap Growth AlphaDEX Fund stock for Q3 2020, up 8.2% quarter-over-quarter.
  • 14 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q3 2020 and 10 closed out, a net change of +4 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q3 2020 was Truist Financial, an estimated $8.57M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q3 2020 was AE Wealth Management, an estimated $9.05M sold.

Based on aggregated 13F filings for Q3 2020.