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First Trust Large Cap Growth AlphaDEX Fund
FTC

200 hedge funds and large institutions have $758M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

3% more funds holding

Funds holding: 194 → 200 (+6)

1% more capital invested

Capital invested by funds: $750M → $758M (+$8.03M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.69% less ownership

Funds ownership: 70.37% → 67.68% (-2.7%)

61% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 89

Holders
200
Holders Change
+6
Holders Change %
+3.09%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
35
Reduced
89
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.86M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$4.42M
3
Goldman Sachs
Goldman Sachs
New York
+$3.18M
4
IAA
Independent Advisor Alliance
North Carolina
+$2.98M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.88M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$72.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.62M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.02M
4
Wells Fargo
Wells Fargo
California
-$3.32M
5
KWM
Kingsview Wealth Management
Oregon
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
76
Gladstone Institutional Advisory
Florida
$891K +$653K +4,680 +265%
CWP
77
Cyndeo Wealth Partners
Florida
$884K – – –
ATPW
78
Ashton Thomas Private Wealth
Arizona
$828K -$12.7K -91 -1%
Citigroup
79
Citigroup
New York
$814K -$78.9K -565 -9%
CCA
80
Clearwater Capital Advisors
Illinois
$811K -$2.19M -15,718 -73%
JP Morgan Chase
81
JP Morgan Chase
New York
$778K +$23K +165 +3%
AWS
82
Atria Wealth Solutions
New York
$761K -$1.32M -9,455 -63%
SA
83
Sanctuary Advisors
Indiana
$750K -$18.6K -133 -3%
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$734K -$31.7K -227 -4%
AWA
85
Arkadios Wealth Advisors
Georgia
$720K +$107K +768 +17%
GAA
86
Global Assets Advisory
Florida
$698K – – –
HIS
87
Harvest Investment Services
Illinois
$672K +$679K +4,862 New
GWM
88
Geneos Wealth Management
Colorado
$667K -$12.6K -90 -2%
1W
89
1776 Wealth
Georgia
$664K – – –
MA
90
Mutual Advisors
Nebraska
$657K -$16.5K -118 -3%
WDL
91
Well Done LLC
Michigan
$641K – – –
IA
92
IFG Advisory
Georgia
$629K +$636K +4,552 New
MGWM
93
Marks Group Wealth Management
Minnesota
$613K – – –
CAS
94
Coppell Advisory Solutions
Texas
$605K -$16.6K -119 -3%
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$603K +$27.9K +200 +5%
GWP
96
Gateway Wealth Partners
Wisconsin
$600K -$1.45M -10,360 -70%
SPC
97
Sigma Planning Corp
Michigan
$587K -$103K -739 -15%
Ameriprise
98
Ameriprise
Minnesota
$585K -$41.7K -299 -7%
WFA
99
WMG Financial Advisors
Tennessee
$580K -$6.56K -47 -1%
SAM
100
Strategy Asset Managers
California
$569K – – –
2 3
4
5 6

FTC Hedge Fund Activity: Q4 2024 in Review

200 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q4 2024, worth a combined $758M — up 1.1% from $750M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FTC positions and 18 closed out — a net gain of 10 holders — while 35 added to existing stakes and 89 trimmed.

The largest buyer was Jane Street, adding an estimated $4.86M. The largest seller was International Assets Investment Management, cutting an estimated $72.3M.

  • 200 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $758M of First Trust Large Cap Growth AlphaDEX Fund stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 28 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q4 2024 and 18 closed out, a net change of +10 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q4 2024 was Jane Street, an estimated $4.86M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q4 2024 was International Assets Investment Management, an estimated $72.3M sold.

Based on aggregated 13F filings for Q4 2024.