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First Trust Large Cap Growth AlphaDEX Fund

191 hedge funds and large institutions have $791M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more capital invested

Capital invested by funds: $789M → $791M (+$2.4M)

0.45% less ownership

Funds ownership: 76.6%76.14% (-0.45%)

1% less funds holding

Funds holding: 192191 (-1)

31% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 84

Holders
191
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
58
Reduced
84
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
101
Global Retirement Partners
California
$622K -$15.1K -130 -3%
WDL
102
Well Done LLC
Michigan
$601K
HGERS
103
Householder Group Estate & Retirement Specialist
Arizona
$582K -$14.5K -125 -3%
SG
104
Strid Group
Pennsylvania
$577K -$60.7K -522 -10%
EWM
105
EPG Wealth Management
Georgia
$576K
VF
106
Virtu Financial
New York
$573K +$540K +4,649 New
GWM
107
Geneos Wealth Management
Colorado
$571K -$49.1K -423 -8%
WFA
108
WMG Financial Advisors
Tennessee
$555K
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$553K +$91.4K +787 +21%
MGWM
110
Marks Group Wealth Management
Minnesota
$547K
PA
111
PFG Advisors
Arizona
$541K -$47.6K -410 -9%
SAM
112
Strategy Asset Managers
California
$513K
Mariner
113
Mariner
Kansas
$511K -$409K -3,518 -46%
Citadel Advisors
114
Citadel Advisors
Florida
$505K -$3.16M -27,233 -87%
Citigroup
115
Citigroup
New York
$501K -$7.79K -67 -2%
MWA
116
Meridian Wealth Advisors
Texas
$487K
WCFA
117
Walkner Condon Financial Advisors
Wisconsin
$483K -$101K -873 -18%
RA
118
RFG Advisory
Alabama
$467K -$21K -181 -5%
AFG
119
ABLE Financial Group
Arizona
$454K -$129K -1,108 -23%
CPIG
120
Chicago Partners Investment Group
Illinois
$450K +$25.6K +220 +6%
TSWM
121
Tyler-Stone Wealth Management
Ohio
$445K -$32K -275 -7%
BAWC
122
Boyce & Associates Wealth Consulting
Texas
$435K +$116 +1 +0%
KIG
123
Kowal Investment Group
Wisconsin
$428K +$116 +1 +0%
PFA
124
Pinnacle Family Advisors
Missouri
$417K +$1.16K +10 +0.3%
SI
125
Saxon Interests
Texas
$401K

FTC Hedge Fund Activity: Q1 2024 in Review

191 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2024, worth a combined $791M — up 0.3% from $789M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FTC positions and 17 closed out — a net gain of 1 holder — while 58 added to existing stakes and 84 trimmed.

The largest buyer was Global Assets Advisory, opening a new position worth an estimated $72.9M. The largest seller was Morgan Stanley, cutting an estimated $101M.

  • 191 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2024, down from 192 in Q4 2023.
  • Funds reported $791M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2024, up 0.3% quarter-over-quarter.
  • 18 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2024 and 17 closed out, a net change of +1 holder.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2024 was Global Assets Advisory, an estimated $72.9M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2024 was Morgan Stanley, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2024.