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First Trust Large Cap Growth AlphaDEX Fund

147 hedge funds and large institutions have $730M invested in First Trust Large Cap Growth AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $652M → $730M (+$78M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 148147 (-1)

1.08% less ownership

Funds ownership: 62.3%61.22% (-1.1%)

20% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 59

Holders
147
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
47
Reduced
59
Closed
12
Calls
$1.26M
Puts
Net Calls
+$1.26M
Net Calls Change
+$168K
Name Holding Trade Value Shares
Change
Change in
Stake
GAB
101
German American Bancorp
Indiana
$340K
CWM
102
Chicago Wealth Management
Illinois
$329K
SF
103
Synovus Financial
Georgia
$321K +$2.69K +26 +0.9%
RIA
104
Regal Investment Advisors
Michigan
$313K +$294K +2,850 New
JIP
105
Jaffetilchin Investment Partners
Florida
$312K
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$312K
SS
107
Simplicity Solutions
Minnesota
$310K -$15.2K -147 -5%
CA
108
Crumly & Associates
Illinois
$294K
Ameriprise
109
Ameriprise
Minnesota
$291K +$274K +2,654 New
BFS
110
Bickling Financial Services
Massachusetts
$287K -$16.5K -160 -6%
RA
111
RFG Advisory
Alabama
$284K
TAIM
112
TD Ameritrade Investment Management
Nebraska
$276K -$11.8K -114 -4%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$261K +$929 +9 +0.4%
BA
114
Bluesphere Advisors
Pennsylvania
$255K -$24.3K -235 -9%
WCM
115
WealthBridge Capital Management
Ohio
$253K
BEI
116
Benjamin Edwards Inc
Missouri
$252K -$41.7K -404 -15%
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$242K -$117K -1,130 -34%
FHC
118
First Heartland Consultants
Missouri
$229K -$114K -1,101 -35%
AIC
119
Ameritas Investment Company
Nebraska
$228K -$85.6K -829 -38%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$228K
KFP
121
KMG Fiduciary Partners
Ohio
$222K +$209K +2,023 New
IFWM
122
Institute for Wealth Management
Colorado
$217K -$10.1K -98 -5%
ARC
123
Advisor Resource Council
Texas
$217K +$204K +1,977 New
WA
124
Wealth Advisors
California
$214K +$196K +1,895 New
TC
125
TownSquare Capital
Utah
$205K -$106K -1,022 -36%

FTC Hedge Fund Activity: Q2 2021 in Review

147 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q2 2021, worth a combined $730M — up 12% from $652M a quarter earlier.

Fund positioning in FTC was balanced in Q2 2021: 12 funds opened new positions, 12 closed out, 47 added to existing stakes and 59 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.5M. The largest seller was MML Investors Services, cutting an estimated $4.66M.

  • 147 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q2 2021, down from 148 in Q1 2021.
  • Funds reported $730M of First Trust Large Cap Growth AlphaDEX Fund stock for Q2 2021, up 12% quarter-over-quarter.
  • 12 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q2 2021 and 12 closed out, a net change of 0 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q2 2021 was LPL Financial, an estimated $6.5M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q2 2021 was MML Investors Services, an estimated $4.66M sold.

Based on aggregated 13F filings for Q2 2021.