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First Trust Large Cap Growth AlphaDEX Fund

167 hedge funds and large institutions have $768M invested in First Trust Large Cap Growth AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $558K | Put options by funds: $288K

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

29% more capital invested

Capital invested by funds: $595M → $768M (+$173M)

18% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 57

1% more funds holding

Funds holding: 165167 (+2)

1.13% more ownership

Funds ownership: 67.35%68.48% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
167
Holders Change
+2
Holders Change %
+1.21%
% of All Funds
2.66%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
19
Increased
67
Reduced
57
Closed
11
Calls
$558K
Puts
$288K
Net Calls
+$270K
Net Calls Change
+$993K
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
76
OneAscent Financial Services
Alabama
$663K +$662K +7,124 New
ATPW
77
Ashton Thomas Private Wealth
Arizona
$631K +$9.11K +98 +1%
HighTower Advisors
78
HighTower Advisors
Illinois
$626K -$283K -3,043 -31%
GWP
79
Gateway Wealth Partners
Wisconsin
$621K +$189K +2,029 +44%
IP
80
Ignite Planners
California
$612K -$70.5K -758 -10%
PPP
81
Private Portfolio Partners
New Jersey
$593K +$152K +1,635 +35%
PVI
82
Pine Valley Investments
New Jersey
$588K +$591K +6,361 New
JP Morgan Chase
83
JP Morgan Chase
New York
$578K +$490K +5,267 +561%
AWM
84
Avior Wealth Management
Nebraska
$574K +$560K +6,028 +4,275%
First Trust Advisors
85
First Trust Advisors
Illinois
$555K +$15.4K +166 +3%
MA
86
Mutual Advisors
Nebraska
$545K -$1.67K -18 -0.3%
PA
87
PFG Advisors
Arizona
$541K +$14.5K +156 +3%
NW
88
NewEdge Wealth
Pennsylvania
$516K +$515K +5,541 New
GAA
89
Global Assets Advisory
Florida
$504K
Mariner
90
Mariner
Kansas
$493K +$7.62K +82 +2%
SG
91
Strid Group
Pennsylvania
$484K -$150K -1,618 -24%
PFA
92
Pinnacle Family Advisors
Missouri
$478K -$744 -8 -0.2%
1W
93
1776 Wealth
Georgia
$462K
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$459K +$204K +2,190 +79%
AFG
95
ABLE Financial Group
Arizona
$458K +$458K +4,921 New
RA
96
RFG Advisory
Alabama
$447K -$90.4K -972 -17%
BCI
97
Brinker Capital Investments
Pennsylvania
$438K +$438K +4,710 New
OPS
98
Orion Portfolio Solutions
Nebraska
$438K +$438K +4,710 New
GWM
99
Geneos Wealth Management
Colorado
$437K +$18.7K +201 +4%
WFA
100
WMG Financial Advisors
Tennessee
$429K

FTC Hedge Fund Activity: Q1 2023 in Review

167 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2023, worth a combined $768M — up 29% from $595M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FTC positions and 11 closed out — a net gain of 8 holders — while 67 added to existing stakes and 57 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $16.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.38M sold.

  • 167 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2023, up from 165 in Q4 2022.
  • Funds reported $768M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2023, up 29% quarter-over-quarter.
  • 19 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2023 and 11 closed out, a net change of +8 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2023 was Cambridge Investment Research Advisors, an estimated $16.5M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2023 was Citadel Advisors, an estimated $4.38M sold.

Based on aggregated 13F filings for Q1 2023.