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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
SG
76
Strid Group
Pennsylvania
$583K -$49.1K -524 -7%
ATPW
77
Ashton Thomas Private Wealth
Arizona
$573K +$15.3K +163 +2%
MA
78
Mutual Advisors
Nebraska
$567K +$4.87K +52 +0.8%
Brown Advisory
79
Brown Advisory
Maryland
$553K +$606K +6,468 New
RA
80
RFG Advisory
Alabama
$549K -$67K -716 -11%
IFG
81
Independent Financial Group
California
$542K +$31.5K +336 +6%
MCC
82
Money Concepts Capital
Florida
$514K +$211K +2,250 +60%
MWA
83
Meridian Wealth Advisors
Texas
$509K
GAA
84
Global Assets Advisory
Florida
$500K +$501K +5,350 New
First Trust Advisors
85
First Trust Advisors
Illinois
$495K -$2.62K -28 -0.5%
Mariner
86
Mariner
Kansas
$492K +$539K +5,754 New
PFA
87
Pinnacle Family Advisors
Missouri
$460K +$14K +150 +3%
CRI
88
Colonial River Investments
Virginia
$453K -$6.65K -71 -1%
SCFS
89
S.C. Financial Services
Arizona
$450K -$135K -1,443 -22%
FAIM
90
Financial Advocates Investment Management
Washington
$429K -$26.8K -286 -5%
1W
91
1776 Wealth
Georgia
$426K
EWM
92
EPG Wealth Management
Georgia
$418K -$45.6K -487 -9%
PPP
93
Private Portfolio Partners
New Jersey
$405K +$53.3K +569 +14%
WFA
94
WMG Financial Advisors
Tennessee
$391K -$6.27K -67 -1%
VCM
95
Virtue Capital Management
Tennessee
$391K -$6.18K -66 -1%
MGWM
96
Marks Group Wealth Management
Minnesota
$379K
SAM
97
Strategy Asset Managers
California
$352K +$70.9K +757 +23%
CFGS
98
Concourse Financial Group Securities
Alabama
$350K +$37.3K +398 +11%
US Bancorp
99
US Bancorp
Minnesota
$349K -$81.6K -872 -18%
BAWC
100
Boyce & Associates Wealth Consulting
Texas
$347K +$94 +1 +0%

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.