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First Trust Large Cap Growth AlphaDEX Fund

147 hedge funds and large institutions have $730M invested in First Trust Large Cap Growth AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $652M → $730M (+$78M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 148147 (-1)

1.08% less ownership

Funds ownership: 62.3%61.22% (-1.1%)

20% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 59

Holders
147
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
47
Reduced
59
Closed
12
Calls
$1.26M
Puts
Net Calls
+$1.26M
Net Calls Change
+$168K
Name Holding Trade Value Shares
Change
Change in
Stake
SI
126
Stephens Inc
Arkansas
$204K +$192K +1,860 New
FFA
127
Founders Financial Alliance
North Carolina
$201K +$189K +1,833 New
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$138K -$26.7K -259 -17%
AF
129
Advisornet Financial
Minnesota
$136K
AWM
130
Avior Wealth Management
Nebraska
$129K -$9.6K -93 -7%
APA
131
American Portfolios Advisors
New York
$126K -$22.8K -221 -16%
CFD
132
Creative Financial Designs
Indiana
$112K +$10.8K +105 +11%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$99K -$1.45K -14 -2%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$93K +$87.6K +848 New
WP
135
WealthShield Partners
North Carolina
$81K -$103 -1 -0.1%
CFA
136
Carroll Financial Associates
North Carolina
$80K
CWA
137
Clearview Wealth Advisors
Oregon
$73K -$7.95K -77 -10%
HNB
138
Huntington National Bank
Ohio
$62K
GRP
139
Global Retirement Partners
California
$59K
AssetMark Inc
140
AssetMark Inc
California
$58K -$12.8K -124 -19%
AF
141
Allworth Financial
California
$49K
SPIA
142
Steward Partners Investment Advisory
New York
$47K
TAM
143
Tucker Asset Management
Colorado
$44.5K +$13.3K +129 +47%
TCWA
144
Ten Capital Wealth Advisors
Washington
$40K
LAS
145
Lloyd Advisory Services
Georgia
$40K +$1.86K +18 +5%
GWSG
146
GPS Wealth Strategies Group
Colorado
$29K
WWMSC
147
Wagner Wealth Management (South Carolina)
South Carolina
$29K
GI
148
Gradient Investments
Minnesota
$20K
FHA
149
First Horizon Advisors
Tennessee
$19K
TFA
150
Transamerica Financial Advisors
Florida
$2K

FTC Hedge Fund Activity: Q2 2021 in Review

147 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q2 2021, worth a combined $730M — up 12% from $652M a quarter earlier.

Fund positioning in FTC was balanced in Q2 2021: 12 funds opened new positions, 12 closed out, 47 added to existing stakes and 59 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.5M. The largest seller was MML Investors Services, cutting an estimated $4.66M.

  • 147 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q2 2021, down from 148 in Q1 2021.
  • Funds reported $730M of First Trust Large Cap Growth AlphaDEX Fund stock for Q2 2021, up 12% quarter-over-quarter.
  • 12 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q2 2021 and 12 closed out, a net change of 0 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q2 2021 was LPL Financial, an estimated $6.5M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q2 2021 was MML Investors Services, an estimated $4.66M sold.

Based on aggregated 13F filings for Q2 2021.