First Trust Large Cap Growth AlphaDEX Fund
191 hedge funds and large institutions have $791M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 84 reducing their positions, and 17 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
6% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 17
0% more capital invested
Capital invested by funds: $789M → $791M (+$2.4M)
0.45% less ownership
Funds ownership: 76.6% → 76.14% (-0.45%)
1% less funds holding
Funds holding: 192 → 191 (-1)
31% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 84
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$72.9M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$21.2M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$14.4M |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$12M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$8.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$101M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$17M |
| 3 |
LPL Financial
San Diego,
California
|
-$16.7M |
| 4 |
AT
Arden Trust
Wilmington,
Delaware
|
-$10.8M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.33M |
FTC Hedge Fund Activity: Q1 2024 in Review
191 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2024, worth a combined $791M — up 0.3% from $789M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FTC positions and 17 closed out — a net gain of 1 holder — while 58 added to existing stakes and 84 trimmed.
The largest buyer was Global Assets Advisory, opening a new position worth an estimated $72.9M. The largest seller was Morgan Stanley, cutting an estimated $101M.
- 191 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2024, down from 192 in Q4 2023.
- Funds reported $791M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2024, up 0.3% quarter-over-quarter.
- 18 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2024 and 17 closed out, a net change of +1 holder.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2024 was Global Assets Advisory, an estimated $72.9M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2024 was Morgan Stanley, an estimated $101M sold.
Based on aggregated 13F filings for Q1 2024.