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First Trust Large Cap Growth AlphaDEX Fund

193 hedge funds and large institutions have $707M invested in First Trust Large Cap Growth AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 85 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.04% less ownership

Funds ownership: 67.68%67.64% (-0.04%)

4% less funds holding

Funds holding: 200193 (-7)

7% less capital invested

Capital invested by funds: $758M → $707M (-$51.4M)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

52% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 85

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
193
Holders Change
-7
Holders Change %
-3.5%
% of All Funds
2.59%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
41
Reduced
85
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$875K -$15.8K -113 -2%
SFPG
77
Stonebridge Financial Planning Group
Florida
$868K -$63.8K -455 -6%
TSWM
78
Tyler-Stone Wealth Management
Ohio
$851K -$31.7K -226 -3%
LSIA
79
LaSalle St. Investment Advisors
Illinois
$849K -$3.36K -24 -0.4%
CWP
80
Cyndeo Wealth Partners
Florida
$840K
KPWS
81
Kestra Private Wealth Services
Texas
$836K -$14.3K -102 -2%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$805K +$692K +4,940 +417%
CCA
83
Clearwater Capital Advisors
Illinois
$769K -$2.66K -19 -0.3%
ATPW
84
Ashton Thomas Private Wealth
Arizona
$767K -$20.7K -148 -2%
FFN
85
Focus Financial Network
Minnesota
$747K +$797K +5,684 New
Citigroup
86
Citigroup
New York
$740K -$36.3K -259 -4%
SA
87
Sanctuary Advisors
Indiana
$717K +$49.6K +354 +7%
SPC
88
Sigma Planning Corp
Michigan
$680K +$131K +933 +22%
AWA
89
Arkadios Wealth Advisors
Georgia
$680K -$4.77K -34 -0.7%
WDL
90
Well Done LLC
Michigan
$674K
JP Morgan Chase
91
JP Morgan Chase
New York
$663K -$81.3K -580 -10%
GVAG
92
Great Valley Advisor Group
Delaware
$656K -$415K -2,957 -37%
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$650K -$51.2K -365 -7%
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$647K +$78.8K +562 +13%
1W
95
1776 Wealth
Georgia
$631K
MA
96
Mutual Advisors
Nebraska
$600K -$5.75K -41 -0.9%
MGWM
97
Marks Group Wealth Management
Minnesota
$583K
CAS
98
Coppell Advisory Solutions
Texas
$578K -$841 -6 -0.1%
VCM
99
Virtue Capital Management
Tennessee
$577K +$615K +4,390 New
GWP
100
Gateway Wealth Partners
Wisconsin
$557K -$14.4K -103 -2%

FTC Hedge Fund Activity: Q1 2025 in Review

193 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2025, worth a combined $707M — down 6.8% from $758M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FTC and 17 opened new positions — a net loss of 2 holders — while 85 trimmed existing stakes and 41 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $15.7M. The largest seller was Morgan Stanley, cutting an estimated $13.2M.

  • 193 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2025, down from 200 in Q4 2024.
  • Funds reported $707M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2025, down 6.8% quarter-over-quarter.
  • 17 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2025 and 19 closed out, a net change of -2 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2025 was Cambridge Investment Research Advisors, an estimated $15.7M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2025 was Morgan Stanley, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2025.