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First Trust Large Cap Growth AlphaDEX Fund
FTC

200 hedge funds and large institutions have $758M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

3% more funds holding

Funds holding: 194 → 200 (+6)

1% more capital invested

Capital invested by funds: $750M → $758M (+$8.03M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.69% less ownership

Funds ownership: 70.37% → 67.68% (-2.7%)

61% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 89

Holders
200
Holders Change
+6
Holders Change %
+3.09%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
35
Reduced
89
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.86M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$4.42M
3
Goldman Sachs
Goldman Sachs
New York
+$3.18M
4
IAA
Independent Advisor Alliance
North Carolina
+$2.98M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.88M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$72.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.62M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.02M
4
Wells Fargo
Wells Fargo
California
-$3.32M
5
KWM
Kingsview Wealth Management
Oregon
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
101
International Assets Investment Management
Florida
$552K -$72.3M -518,013 -99%
RIS
102
Richmond Investment Services
Wisconsin
$542K +$547K +3,921 New
HA
103
Huntleigh Advisors
Missouri
$537K +$542K +3,882 New
CPIG
104
Chicago Partners Investment Group
Illinois
$534K +$838 +6 +0.2%
US Bancorp
105
US Bancorp
Minnesota
$517K -$7.54K -54 -1%
Mariner
106
Mariner
Kansas
$516K – – –
FAIM
107
Financial Advocates Investment Management
Washington
$511K -$14.8K -106 -3%
PA
108
PFG Advisors
Arizona
$502K -$23.7K -170 -4%
EWM
109
EPG Wealth Management
Georgia
$501K -$13.1K -94 -3%
CCC
110
Compass Capital Corp
Massachusetts
$498K +$503K +3,600 New
BAWC
111
Boyce & Associates Wealth Consulting
Texas
$488K +$140 +1 +0%
PVI
112
Pine Valley Investments
New Jersey
$471K +$26.7K +191 +6%
Focus Partners Wealth
113
Focus Partners Wealth
Massachusetts
$462K +$96.8K +693 +26%
NA
114
NewEdge Advisors
Louisiana
$453K -$1.32M -9,485 -74%
SI
115
Saxon Interests
Texas
$450K – – –
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$437K +$69.5K +498 +19%
AI
117
Atria Investments
North Carolina
$430K +$434K +3,109 New
SG
118
Strid Group
Pennsylvania
$421K – – –
WCFA
119
Walkner Condon Financial Advisors
Wisconsin
$410K -$130K -932 -24%
CWM
120
Chicago Wealth Management
Illinois
$399K – – –
FA
121
Flagstar Advisors
New York
$396K +$400K +2,863 New
GLA
122
Good Life Advisors
Pennsylvania
$394K -$398K -2,849 -50%
JIP
123
Jaffetilchin Investment Partners
Florida
$393K – – –
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$386K – – –
PTC
125
Private Trust Company
Ohio
$381K +$134K +962 +54%
3 4
5
6 7

FTC Hedge Fund Activity: Q4 2024 in Review

200 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q4 2024, worth a combined $758M — up 1.1% from $750M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FTC positions and 18 closed out — a net gain of 10 holders — while 35 added to existing stakes and 89 trimmed.

The largest buyer was Jane Street, adding an estimated $4.86M. The largest seller was International Assets Investment Management, cutting an estimated $72.3M.

  • 200 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $758M of First Trust Large Cap Growth AlphaDEX Fund stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 28 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q4 2024 and 18 closed out, a net change of +10 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q4 2024 was Jane Street, an estimated $4.86M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q4 2024 was International Assets Investment Management, an estimated $72.3M sold.

Based on aggregated 13F filings for Q4 2024.