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First Trust Large Cap Growth AlphaDEX Fund
FTC

194 hedge funds and large institutions have $750M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,615% more call options, than puts

Call options by funds: $223K | Put options by funds: $13K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

8% more capital invested

Capital invested by funds: $692M → $750M (+$58.3M)

7.34% more ownership

Funds ownership: 63.04% → 70.37% (+7.3%)

2% more funds holding

Funds holding: 190 → 194 (+4)

35% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 81

Holders
194
Holders Change
+4
Holders Change %
+2.11%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
53
Reduced
81
Closed
13
Calls
$223K
Puts
$13K
Net Calls
+$210K
Net Calls Change
+$210K

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$64.4M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$53.5M
3
WA
Win Advisors
Florida
+$11.3M
4
BEI
Benjamin Edwards Inc
Missouri
+$5.66M
5
Wells Fargo
Wells Fargo
California
+$4.06M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$5.43M
3
LPL Financial
LPL Financial
California
-$5.27M
4
AssetMark Inc
AssetMark Inc
California
-$4.67M
5
CAS
Coppell Advisory Solutions
Texas
-$3.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
1W
101
1776 Wealth
Georgia
$631K -$50.5K -406 -8%
Ameriprise
102
Ameriprise
Minnesota
$595K -$4.1K -33 -0.7%
CAS
103
Coppell Advisory Solutions
Texas
$588K -$3.62M -29,089 -87%
AWA
104
Arkadios Wealth Advisors
Georgia
$584K +$552K +4,440 New
MGWM
105
Marks Group Wealth Management
Minnesota
$583K – – –
WFA
106
WMG Financial Advisors
Tennessee
$558K -$10.4K -84 -2%
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$547K +$174K +1,397 +51%
SAM
108
Strategy Asset Managers
California
$541K – – –
CPIG
109
Chicago Partners Investment Group
Illinois
$513K -$4.85K -39 -1%
WCFA
110
Walkner Condon Financial Advisors
Wisconsin
$512K +$7.21K +58 +2%
WEG
111
World Equity Group
Illinois
$507K +$480K +3,861 New
PA
112
PFG Advisors
Arizona
$500K -$69.7K -561 -13%
FAIM
113
Financial Advocates Investment Management
Washington
$500K -$31K -249 -6%
US Bancorp
114
US Bancorp
Minnesota
$499K +$36.4K +293 +8%
RA
115
RFG Advisory
Alabama
$492K -$26.5K -213 -5%
Mariner
116
Mariner
Kansas
$490K -$51.2K -412 -10%
EWM
117
EPG Wealth Management
Georgia
$489K +$462K +3,717 New
BAWC
118
Boyce & Associates Wealth Consulting
Texas
$464K +$124 +1 +0%
KIG
119
Kowal Investment Group
Wisconsin
$456K +$249 +2 +0.1%
SI
120
Saxon Interests
Texas
$428K – – –
PVI
121
Pine Valley Investments
New Jersey
$423K +$3.11K +25 +0.8%
SPWM
122
Schrum Private Wealth Management
Florida
$421K +$398K +3,200 New
AFG
123
ABLE Financial Group
Arizona
$415K -$29.3K -236 -7%
FTUS
124
Flow Traders U.S.
New York
$415K -$863K -6,946 -69%
SG
125
Strid Group
Pennsylvania
$400K -$124 -1 -0%
3 4
5
6 7

FTC Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q3 2024, worth a combined $750M — up 8.4% from $692M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FTC positions and 13 closed out — a net gain of 7 holders — while 53 added to existing stakes and 81 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $64.4M. The largest seller was Envestnet Asset Management, cutting an estimated $18.5M.

  • 194 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q3 2024, up from 190 in Q2 2024.
  • Funds reported $750M of First Trust Large Cap Growth AlphaDEX Fund stock for Q3 2024, up 8.4% quarter-over-quarter.
  • 20 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q3 2024 and 13 closed out, a net change of +7 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $64.4M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q3 2024 was Envestnet Asset Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2024.