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First Trust Large Cap Growth AlphaDEX Fund

147 hedge funds and large institutions have $730M invested in First Trust Large Cap Growth AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $652M → $730M (+$78M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 148147 (-1)

1.08% less ownership

Funds ownership: 62.3%61.22% (-1.1%)

20% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 59

Holders
147
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
47
Reduced
59
Closed
12
Calls
$1.26M
Puts
Net Calls
+$1.26M
Net Calls Change
+$168K
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
76
Great Valley Advisor Group
Delaware
$724K
1WM
77
1900 Wealth Management
Texas
$714K +$672K +6,508 New
MWA
78
Meridian Wealth Advisors
Texas
$653K
PFA
79
Pinnacle Family Advisors
Missouri
$636K +$13.4K +130 +2%
Wolverine Trading
80
Wolverine Trading
Illinois
$579K +$543K +5,255 New
TWM
81
Triton Wealth Management
Arizona
$538K
SAM
82
Strategy Asset Managers
California
$515K
IFG
83
Independent Financial Group
California
$513K +$222K +2,146 +85%
HWM
84
Holloway Wealth Management
Florida
$489K
MGWM
85
Marks Group Wealth Management
Minnesota
$487K
CF
86
Centaurus Financial
California
$473K -$24.3K -235 -5%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$468K +$75.3K +729 +21%
TCWM
88
Total Clarity Wealth Management
Illinois
$428K +$157K +1,521 +64%
CWS
89
Cypress Wealth Services
California
$421K -$1.67M -16,151 -81%
CS
90
Comerica Securities
Michigan
$418K -$101K -977 -20%
MSAM
91
Moloney Securities Asset Management
Missouri
$415K +$16.3K +158 +4%
EH
92
Equitable Holdings
New York
$379K +$91.4K +885 +34%
PPP
93
Private Portfolio Partners
New Jersey
$377K -$24.5K -237 -6%
PTC
94
Private Trust Company
Ohio
$376K
CAM
95
Concorde Asset Management
Michigan
$369K -$17.7K -171 -5%
CCM
96
Covington Capital Management
California
$361K +$340K +3,290 New
WAM
97
WealthTrust Asset Management
Florida
$357K +$336K +3,254 New
P
98
&Partners
Tennessee
$348K
GWM
99
Geneos Wealth Management
Colorado
$343K
WS
100
Wedbush Securities
California
$341K -$75.4K -730 -19%

FTC Hedge Fund Activity: Q2 2021 in Review

147 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q2 2021, worth a combined $730M — up 12% from $652M a quarter earlier.

Fund positioning in FTC was balanced in Q2 2021: 12 funds opened new positions, 12 closed out, 47 added to existing stakes and 59 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.5M. The largest seller was MML Investors Services, cutting an estimated $4.66M.

  • 147 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q2 2021, down from 148 in Q1 2021.
  • Funds reported $730M of First Trust Large Cap Growth AlphaDEX Fund stock for Q2 2021, up 12% quarter-over-quarter.
  • 12 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q2 2021 and 12 closed out, a net change of 0 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q2 2021 was LPL Financial, an estimated $6.5M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q2 2021 was MML Investors Services, an estimated $4.66M sold.

Based on aggregated 13F filings for Q2 2021.