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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
MA
76
Mutual Advisors
Nebraska
$579K -$22.1K -231 -3%
ATPW
77
Ashton Thomas Private Wealth
Arizona
$576K +$186K +1,945 +42%
IFG
78
Independent Financial Group
California
$529K +$50.6K +528 +10%
MWA
79
Meridian Wealth Advisors
Texas
$524K
First Trust Advisors
80
First Trust Advisors
Illinois
$512K +$6.32K +66 +1%
EWM
81
EPG Wealth Management
Georgia
$474K -$186K -1,945 -27%
CRI
82
Colonial River Investments
Virginia
$473K +$11K +115 +2%
FAIM
83
Financial Advocates Investment Management
Washington
$467K -$18.5K -193 -4%
GWM
84
Geneos Wealth Management
Colorado
$466K -$56.8K -593 -10%
PFA
85
Pinnacle Family Advisors
Missouri
$461K +$31.1K +325 +7%
SI
86
Saxon Interests
Texas
$445K +$671 +7 +0.1%
1W
87
1776 Wealth
Georgia
$439K +$10.2K +106 +2%
US Bancorp
88
US Bancorp
Minnesota
$436K +$6.13K +64 +1%
WFA
89
WMG Financial Advisors
Tennessee
$412K -$168K -1,757 -27%
VCM
90
Virtue Capital Management
Tennessee
$409K -$22.1K -231 -5%
MGWM
91
Marks Group Wealth Management
Minnesota
$391K
PPP
92
Private Portfolio Partners
New Jersey
$367K +$38.4K +401 +11%
BAWC
93
Boyce & Associates Wealth Consulting
Texas
$358K -$28.7K -300 -7%
TSWM
94
Tyler-Stone Wealth Management
Ohio
$353K +$192 +2 +0.1%
MSAM
95
Moloney Securities Asset Management
Missouri
$348K -$168K -1,751 -31%
RIA
96
Regal Investment Advisors
Michigan
$348K
MCC
97
Money Concepts Capital
Florida
$335K -$1.67M -17,462 -82%
CFGS
98
Concourse Financial Group Securities
Alabama
$326K +$36.2K +378 +11%
PTC
99
Private Trust Company
Ohio
$323K +$22.3K +233 +7%
WS
100
Wedbush Securities
California
$319K +$73.6K +768 +27%

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.