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First Trust Large Cap Growth AlphaDEX Fund

224 hedge funds and large institutions have $960M invested in First Trust Large Cap Growth AlphaDEX Fund in 2026 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 84 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,696% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $136K

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more capital invested

Capital invested by funds: $781M → $960M (+$179M)

8% more funds holding

Funds holding: 207224 (+17)

0.56% more ownership

Funds ownership: 67.53%68.09% (+0.56%)

40% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 84

Holders
224
Holders Change
+17
Holders Change %
+8.21%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
30
Increased
50
Reduced
84
Closed
8
Calls
$2.44M
Puts
$136K
Net Calls
+$2.31M
Net Calls Change
+$302K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$1.24M -$201K -1,138 -15%
Creative Planning
77
Creative Planning
Kansas
$1.16M +$107K +605 +11%
SA
78
Sanctuary Advisors
Indiana
$1.14M +$97.9K +554 +10%
CCA
79
Clearwater Capital Advisors
Illinois
$1.11M -$21.2K -120 -2%
KPWS
80
Kestra Private Wealth Services
Texas
$1.09M -$64.5K -365 -6%
LSIA
81
LaSalle St. Investment Advisors
Illinois
$1.03M -$14.1K -80 -1%
ZCP
82
Z3 Capital Partners
Virginia
$1.03M -$21.2K -120 -2%
RA
83
RFG Advisory
Alabama
$1.02M -$567K -3,209 -38%
RAS
84
RPS Advisory Solutions
Kentucky
$1.01M +$30.8K +174 +3%
SFPG
85
Stonebridge Financial Planning Group
Florida
$1.01M -$44.4K -251 -5%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$1.01M -$590K -3,340 -39%
MAS
87
MPWM Advisory Solutions
Georgia
$1M +$11K +62 +1%
WDL
88
Well Done LLC
Michigan
$945K
SPC
89
Sigma Planning Corp
Michigan
$939K -$2.12K -12 -0.2%
TFA
90
Transamerica Financial Advisors
Florida
$922K -$66.8K -378 -7%
GVAG
91
Great Valley Advisor Group
Delaware
$917K -$58.3K -330 -7%
GAA
92
Global Assets Advisory
Florida
$905K +$843K +4,767 New
IA
93
IFG Advisory
Georgia
$892K +$655K +3,706 +412%
Citigroup
94
Citigroup
New York
$891K +$267K +1,513 +49%
Mariner
95
Mariner
Kansas
$888K -$1.06K -6 -0.1%
HA
96
Huntleigh Advisors
Missouri
$873K +$75.3K +426 +10%
MGWM
97
Marks Group Wealth Management
Minnesota
$859K
IFG
98
Independent Financial Group
California
$856K -$218K -1,231 -22%
1W
99
1776 Wealth
Georgia
$846K
MA
100
Mutual Advisors
Nebraska
$726K -$126K -711 -16%

FTC Hedge Fund Activity: Q2 2026 in Review

224 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q2 2026, worth a combined $960M — up 23% from $781M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FTC positions and 8 closed out — a net gain of 22 holders — while 50 added to existing stakes and 84 trimmed.

The largest buyer was &Partners, adding an estimated $11.2M. The largest seller was Wells Fargo, cutting an estimated $14.9M.

  • 224 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q2 2026, up from 207 in Q1 2026.
  • Funds reported $960M of First Trust Large Cap Growth AlphaDEX Fund stock for Q2 2026, up 23% quarter-over-quarter.
  • 30 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q2 2026 and 8 closed out, a net change of +22 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q2 2026 was &Partners, an estimated $11.2M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q2 2026 was Wells Fargo, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2026.