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First Trust Large Cap Growth AlphaDEX Fund
FTC

194 hedge funds and large institutions have $750M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,615% more call options, than puts

Call options by funds: $223K | Put options by funds: $13K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

8% more capital invested

Capital invested by funds: $692M → $750M (+$58.3M)

7.34% more ownership

Funds ownership: 63.04% → 70.37% (+7.3%)

2% more funds holding

Funds holding: 190 → 194 (+4)

35% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 81

Holders
194
Holders Change
+4
Holders Change %
+2.11%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
53
Reduced
81
Closed
13
Calls
$223K
Puts
$13K
Net Calls
+$210K
Net Calls Change
+$210K

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$64.4M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$53.5M
3
WA
Win Advisors
Florida
+$11.3M
4
BEI
Benjamin Edwards Inc
Missouri
+$5.66M
5
Wells Fargo
Wells Fargo
California
+$4.06M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$5.43M
3
LPL Financial
LPL Financial
California
-$5.27M
4
AssetMark Inc
AssetMark Inc
California
-$4.67M
5
CAS
Coppell Advisory Solutions
Texas
-$3.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
76
Three Seasons Wealth
Utah
$1.04M -$273K -2,200 -22%
SOS
77
Silver Oak Securities
Tennessee
$1.02M -$7.33K -59 -0.8%
Goldman Sachs
78
Goldman Sachs
New York
$988K +$934K +7,515 New
MML Investors Services
79
MML Investors Services
Massachusetts
$984K -$99.4K -800 -10%
TSWM
80
Tyler-Stone Wealth Management
Ohio
$976K +$474K +3,812 +106%
SFPG
81
Stonebridge Financial Planning Group
Florida
$928K -$31.7K -255 -3%
Comerica Bank
82
Comerica Bank
Texas
$914K +$20.9K +168 +2%
CAM
83
Cresset Asset Management
Illinois
$901K -$171K -1,375 -17%
KPWS
84
Kestra Private Wealth Services
Texas
$894K -$46.1K -371 -5%
Citigroup
85
Citigroup
New York
$848K +$193K +1,550 +32%
CWP
86
Cyndeo Wealth Partners
Florida
$840K +$13.7K +110 +2%
ATPW
87
Ashton Thomas Private Wealth
Arizona
$799K -$91.2K -734 -11%
SA
88
Sanctuary Advisors
Indiana
$766K -$444K -3,569 -41%
GLA
89
Good Life Advisors
Pennsylvania
$750K +$354K +2,851 +100%
Envestnet Portfolio Solutions
90
Envestnet Portfolio Solutions
Illinois
$728K -$1.64M -13,210 -70%
JP Morgan Chase
91
JP Morgan Chase
New York
$718K +$1.49K +12 +0.2%
SPC
92
Sigma Planning Corp
Michigan
$655K +$121K +977 +24%
GAA
93
Global Assets Advisory
Florida
$654K +$625K +5,029 New
OMC
94
Old Mission Capital
Illinois
$652K -$1.75M -14,065 -74%
SAM
95
SignalPoint Asset Management
Missouri
$649K -$280K -2,253 -31%
GWM
96
Geneos Wealth Management
Colorado
$646K +$18.9K +152 +3%
WDL
97
Well Done LLC
Michigan
$641K – – –
GRP
98
Global Retirement Partners
California
$637K +$16.8K +135 +3%
MA
99
Mutual Advisors
Nebraska
$635K +$5.84K +47 +1%
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$631K +$9.57K +77 +2%
2 3
4
5 6

FTC Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q3 2024, worth a combined $750M — up 8.4% from $692M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FTC positions and 13 closed out — a net gain of 7 holders — while 53 added to existing stakes and 81 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $64.4M. The largest seller was Envestnet Asset Management, cutting an estimated $18.5M.

  • 194 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q3 2024, up from 190 in Q2 2024.
  • Funds reported $750M of First Trust Large Cap Growth AlphaDEX Fund stock for Q3 2024, up 8.4% quarter-over-quarter.
  • 20 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q3 2024 and 13 closed out, a net change of +7 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $64.4M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q3 2024 was Envestnet Asset Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2024.