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First Trust Large Cap Growth AlphaDEX Fund

160 hedge funds and large institutions have $524M invested in First Trust Large Cap Growth AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

3% more funds holding

Funds holding: 155160 (+5)

0.13% more ownership

Funds ownership: 63.47%63.6% (+0.13%)

3% less capital invested

Capital invested by funds: $538M → $524M (-$14.4M)

16% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 62

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.09M

Holders
160
Holders Change
+5
Holders Change %
+3.23%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
52
Reduced
62
Closed
9
Calls
Puts
$1.09M
Net Calls
-$1.09M
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
101
Tyler-Stone Wealth Management
Ohio
$343K +$187 +2 +0%
SI
102
Saxon Interests
Texas
$324K -$138K -1,473 -29%
MSAM
103
Moloney Securities Asset Management
Missouri
$321K -$18.5K -198 -5%
PTC
104
Private Trust Company
Ohio
$313K
GWM
105
Geneos Wealth Management
Colorado
$312K -$149K -1,595 -30%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$308K
PIA
107
Perennial Investment Advisors
California
$297K +$17.7K +189 +6%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$289K +$316K +3,374 New
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$284K +$78.2K +835 +34%
WS
110
Wedbush Securities
California
$281K -$30.9K -330 -9%
GLA
111
Good Life Advisors
Pennsylvania
$273K +$281 +3 +0.1%
IGWM
112
ICA Group Wealth Management
Colorado
$264K
SB
113
Strategic Blueprint
Georgia
$260K -$28.7K -307 -9%
CWM
114
Chicago Wealth Management
Illinois
$256K
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$245K
JIP
116
Jaffetilchin Investment Partners
Florida
$243K
IAIM
117
International Assets Investment Management
Florida
$242K
GRP
118
Global Retirement Partners
California
$238K +$45.8K +489 +24%
CF
119
Centaurus Financial
California
$233K -$73.3K -783 -22%
CWS
120
Cypress Wealth Services
California
$233K
CA
121
Crumly & Associates
Illinois
$229K
AWA
122
Arkadios Wealth Advisors
Georgia
$224K +$245K +2,619 New
TCA
123
Transcend Capital Advisors
New Jersey
$217K +$13K +139 +6%
SMF
124
Sterling Manor Financial
New York
$216K +$236K +2,521 New
CS
125
Comerica Securities
Michigan
$205K +$468 +5 +0.2%

FTC Hedge Fund Activity: Q3 2022 in Review

160 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q3 2022, worth a combined $524M — down 2.7% from $538M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FTC positions and 9 closed out — a net gain of 5 holders — while 52 added to existing stakes and 62 trimmed.

The largest buyer was J. Arnold Wealth Management, opening a new position worth an estimated $9.45M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.86M.

  • 160 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q3 2022, up from 155 in Q2 2022.
  • Funds reported $524M of First Trust Large Cap Growth AlphaDEX Fund stock for Q3 2022, down 2.7% quarter-over-quarter.
  • 14 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q3 2022 and 9 closed out, a net change of +5 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q3 2022 was J. Arnold Wealth Management, an estimated $9.45M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q3 2022 was Raymond James Financial Services Advisors, an estimated $4.86M sold.

Based on aggregated 13F filings for Q3 2022.