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First Trust Large Cap Growth AlphaDEX Fund

224 hedge funds and large institutions have $960M invested in First Trust Large Cap Growth AlphaDEX Fund in 2026 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 84 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,696% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $136K

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more capital invested

Capital invested by funds: $781M → $960M (+$179M)

8% more funds holding

Funds holding: 207224 (+17)

0.56% more ownership

Funds ownership: 67.53%68.09% (+0.56%)

40% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 84

Holders
224
Holders Change
+17
Holders Change %
+8.21%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
30
Increased
50
Reduced
84
Closed
8
Calls
$2.44M
Puts
$136K
Net Calls
+$2.31M
Net Calls Change
+$302K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
101
RiverTree Advisors
Florida
$725K
UBS AM
102
UBS AM
Illinois
$717K -$14.1K -80 -2%
OSAM
103
O'Shaughnessy Asset Management
Connecticut
$712K -$873K -4,938 -57%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$709K -$9.9K -56 -2%
US Bancorp
105
US Bancorp
Minnesota
$706K
ATPW
106
Ashton Thomas Private Wealth
Arizona
$698K -$109K -616 -15%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$691K -$35.3K -200 -5%
CPIG
108
Chicago Partners Investment Group
Illinois
$674K +$177 +1 +0%
SAM
109
Strategy Asset Managers
California
$651K
AWA
110
Arkadios Wealth Advisors
Georgia
$636K -$374K -2,116 -39%
SI
111
Saxon Interests
Texas
$630K
RIS
112
Richmond Investment Services
Wisconsin
$629K -$659K -3,731 -53%
WCFA
113
Walkner Condon Financial Advisors
Wisconsin
$574K
AssetMark Inc
114
AssetMark Inc
California
$549K +$90.1K +510 +22%
SIS
115
Sound Income Strategies
Florida
$537K -$1.06K -6 -0.2%
FA
116
Flagstar Advisors
New York
$527K
FFA
117
Founders Financial Alliance
North Carolina
$526K +$5.48K +31 +1%
SF
118
Summit Financial
New Jersey
$514K
KFAS
119
Keating Financial Advisory Services
Kansas
$510K
PA
120
Parallel Advisors
California
$506K -$47K -266 -9%
MYIA
121
Mount Yale Investment Advisors
Colorado
$497K
IWN
122
Independent Wealth Network
Iowa
$495K +$27.7K +157 +7%
Invesco
123
Invesco
Georgia
$493K
PTC
124
Private Trust Company
Ohio
$487K
MQWP
125
Morey & Quinn Wealth Partners
Nebraska
$482K

FTC Hedge Fund Activity: Q2 2026 in Review

224 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q2 2026, worth a combined $960M — up 23% from $781M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FTC positions and 8 closed out — a net gain of 22 holders — while 50 added to existing stakes and 84 trimmed.

The largest buyer was &Partners, adding an estimated $11.2M. The largest seller was Wells Fargo, cutting an estimated $14.9M.

  • 224 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q2 2026, up from 207 in Q1 2026.
  • Funds reported $960M of First Trust Large Cap Growth AlphaDEX Fund stock for Q2 2026, up 23% quarter-over-quarter.
  • 30 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q2 2026 and 8 closed out, a net change of +22 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q2 2026 was &Partners, an estimated $11.2M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q2 2026 was Wells Fargo, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2026.