We are live on ! Find out more
FTC icon

First Trust Large Cap Growth AlphaDEX Fund

113 hedge funds and large institutions have $659M invested in First Trust Large Cap Growth AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

39% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 33

8% more funds holding

Funds holding: 105113 (+8)

1.72% more ownership

Funds ownership: 62.15%63.87% (+1.7%)

4% more capital invested

Capital invested by funds: $632M → $659M (+$26.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
113
Holders Change
+8
Holders Change %
+7.62%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
46
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
101
First Interstate Bank
Montana
$34K +$34.8K +491 New
SPIA
102
Steward Partners Investment Advisory
New York
$29K
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$26K -$38.5K -543 -59%
NFG
104
Next Financial Group
Texas
$15K -$4.25K -60 -22%
BWL
105
Bogart Wealth LLC
Virginia
$14K
SIM
106
Sonora Investment Management
Arizona
$14K +$14.5K +205 New
FGAM
107
Financial Gravity Asset Management
Texas
$12K
CIAS
108
Capital Investment Advisory Services
North Carolina
$12K +$5.32K +75 +82%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$12K +$11.9K +168 New
FHA
110
First Horizon Advisors
Tennessee
$11K
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$11K +$11.3K +159 New
TAIM
112
TD Ameritrade Investment Management
Nebraska
$3K
PA
113
Parallel Advisors
California
$2K
CWM
114
Cornerstone Wealth Management
Missouri
-$1.19M -16,948 Closed
Ameriprise
115
Ameriprise
Minnesota
-$294K -4,182 Closed
JIP
116
Jaffetilchin Investment Partners
Florida
-$200K -2,845 Closed
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
-$137K -1,944 Closed
CWA
118
Clarus Wealth Advisors
Arizona
-$49K -700 Closed
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
-$33K -463 Closed
PMFA
120
Plante Moran Financial Advisors
Michigan
-$10K -137 Closed

FTC Hedge Fund Activity: Q3 2019 in Review

113 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q3 2019, worth a combined $659M — up 4.2% from $632M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FTC positions and 8 closed out — a net gain of 8 holders — while 46 added to existing stakes and 33 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $8.62M. The largest seller was UBS Group, cutting an estimated $3.03M.

  • 113 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q3 2019, up from 105 in Q2 2019.
  • Funds reported $659M of First Trust Large Cap Growth AlphaDEX Fund stock for Q3 2019, up 4.2% quarter-over-quarter.
  • 16 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q3 2019 and 8 closed out, a net change of +8 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q3 2019 was Envestnet Asset Management, an estimated $8.62M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q3 2019 was UBS Group, an estimated $3.03M sold.

Based on aggregated 13F filings for Q3 2019.