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First Trust Large Cap Growth AlphaDEX Fund

193 hedge funds and large institutions have $707M invested in First Trust Large Cap Growth AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 85 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.04% less ownership

Funds ownership: 67.68%67.64% (-0.04%)

4% less funds holding

Funds holding: 200193 (-7)

7% less capital invested

Capital invested by funds: $758M → $707M (-$51.4M)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

52% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 85

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
193
Holders Change
-7
Holders Change %
-3.5%
% of All Funds
2.59%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
41
Reduced
85
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
101
WMG Financial Advisors
Tennessee
$552K
SAM
102
Strategy Asset Managers
California
$541K
OIA
103
OneDigital Investment Advisors
Kansas
$537K +$239K +1,705 +72%
CPIG
104
Chicago Partners Investment Group
Illinois
$518K -$3.65K -26 -0.7%
RIS
105
Richmond Investment Services
Wisconsin
$515K
Mariner
106
Mariner
Kansas
$502K +$12.8K +91 +2%
HA
107
Huntleigh Advisors
Missouri
$497K -$13.6K -97 -2%
Ameriprise
108
Ameriprise
Minnesota
$494K -$65.6K -468 -11%
IAIM
109
International Assets Investment Management
Florida
$482K -$43.3K -309 -8%
US Bancorp
110
US Bancorp
Minnesota
$479K -$12.6K -90 -2%
PA
111
PFG Advisors
Arizona
$475K -$3.08K -22 -0.6%
EWM
112
EPG Wealth Management
Georgia
$472K -$4.77K -34 -0.9%
FA
113
Flagstar Advisors
New York
$457K +$86.5K +617 +22%
BAWC
114
Boyce & Associates Wealth Consulting
Texas
$449K -$15.4K -110 -3%
FAIM
115
Financial Advocates Investment Management
Washington
$441K -$47.2K -337 -9%
AI
116
Atria Investments
North Carolina
$439K +$32.4K +231 +7%
Focus Partners Wealth
117
Focus Partners Wealth
Massachusetts
$439K
MSAM
118
Moloney Securities Asset Management
Missouri
$434K +$121K +860 +35%
SI
119
Saxon Interests
Texas
$427K
IA
120
IFG Advisory
Georgia
$406K -$205K -1,463 -32%
SG
121
Strid Group
Pennsylvania
$400K
WCFA
122
Walkner Condon Financial Advisors
Wisconsin
$389K -$140 -1 -0%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$386K
HF
124
HRT Financial
New York
$385K +$412K +2,937 New
CWM
125
Chicago Wealth Management
Illinois
$379K

FTC Hedge Fund Activity: Q1 2025 in Review

193 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2025, worth a combined $707M — down 6.8% from $758M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FTC and 17 opened new positions — a net loss of 2 holders — while 85 trimmed existing stakes and 41 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $15.7M. The largest seller was Morgan Stanley, cutting an estimated $13.2M.

  • 193 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2025, down from 200 in Q4 2024.
  • Funds reported $707M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2025, down 6.8% quarter-over-quarter.
  • 17 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2025 and 19 closed out, a net change of -2 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2025 was Cambridge Investment Research Advisors, an estimated $15.7M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2025 was Morgan Stanley, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2025.