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First Trust Large Cap Growth AlphaDEX Fund

167 hedge funds and large institutions have $768M invested in First Trust Large Cap Growth AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $558K | Put options by funds: $288K

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

29% more capital invested

Capital invested by funds: $595M → $768M (+$173M)

18% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 57

1% more funds holding

Funds holding: 165167 (+2)

1.13% more ownership

Funds ownership: 67.35%68.48% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
167
Holders Change
+2
Holders Change %
+1.21%
% of All Funds
2.66%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
19
Increased
67
Reduced
57
Closed
11
Calls
$558K
Puts
$288K
Net Calls
+$270K
Net Calls Change
+$993K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
101
Concourse Financial Group Securities
Alabama
$419K +$37.1K +399 +10%
MGWM
102
Marks Group Wealth Management
Minnesota
$413K
FAIM
103
Financial Advocates Investment Management
Washington
$407K -$54.9K -590 -12%
SAM
104
Strategy Asset Managers
California
$383K
EWM
105
EPG Wealth Management
Georgia
$382K +$930 +10 +0.2%
SWM
106
Spire Wealth Management
Virginia
$382K +$35.3K +380 +10%
US Bancorp
107
US Bancorp
Minnesota
$381K -$83.8K -901 -18%
BRWA
108
B. Riley Wealth Advisors
Florida
$374K +$157K +1,690 +73%
MWA
109
Meridian Wealth Advisors
Texas
$368K -$186K -2,000 -34%
KIG
110
Kowal Investment Group
Wisconsin
$358K +$1.02K +11 +0.3%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$349K -$665K -7,154 -66%
Citigroup
112
Citigroup
New York
$332K -$744 -8 -0.2%
NA
113
NewEdge Advisors
Louisiana
$328K -$62.3K -670 -16%
SI
114
Saxon Interests
Texas
$326K -$6.14K -66 -2%
BAWC
115
Boyce & Associates Wealth Consulting
Texas
$325K -$37.8K -407 -10%
FIA
116
Foundations Investment Advisors
Arizona
$310K +$310K +3,337 New
WS
117
Wedbush Securities
California
$302K -$4.28K -46 -1%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$296K +$296K +3,181 New
AWA
119
Arkadios Wealth Advisors
Georgia
$277K +$33.3K +358 +14%
CWM
120
Chicago Wealth Management
Illinois
$268K
PIA
121
Perennial Investment Advisors
California
$268K -$15.4K -166 -5%
JIP
122
Jaffetilchin Investment Partners
Florida
$265K
FHC
123
First Heartland Consultants
Missouri
$264K -$28.7K -309 -10%
GLA
124
Good Life Advisors
Pennsylvania
$257K -$26.7K -287 -9%
IAIM
125
International Assets Investment Management
Florida
$250K -$144K -1,550 -37%

FTC Hedge Fund Activity: Q1 2023 in Review

167 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2023, worth a combined $768M — up 29% from $595M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FTC positions and 11 closed out — a net gain of 8 holders — while 67 added to existing stakes and 57 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $16.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.38M sold.

  • 167 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2023, up from 165 in Q4 2022.
  • Funds reported $768M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2023, up 29% quarter-over-quarter.
  • 19 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2023 and 11 closed out, a net change of +8 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2023 was Cambridge Investment Research Advisors, an estimated $16.5M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2023 was Citadel Advisors, an estimated $4.38M sold.

Based on aggregated 13F filings for Q1 2023.