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First Trust Large Cap Growth AlphaDEX Fund
FTC

168 hedge funds and large institutions have $654M invested in First Trust Large Cap Growth AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.64% less ownership

Funds ownership: 63.66% → 63.01% (-0.64%)

5% less funds holding

Funds holding: 176 → 168 (-8)

13% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 64

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

22% less capital invested

Capital invested by funds: $838M → $654M (-$184M)

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
168
Holders Change
-8
Holders Change %
-4.55%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
16
Increased
56
Reduced
64
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
GeoWealth Management
Illinois
+$16.3M
2
FTUS
Flow Traders U.S.
New York
+$3.11M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.5M
4
IA
IFP Advisors
Florida
+$2.29M
5
MCC
Money Concepts Capital
Florida
+$1.92M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$25.2M
2
First Trust Advisors
First Trust Advisors
Illinois
-$19.4M
3
IWM
IHT Wealth Management
Illinois
-$12.5M
4
Wells Fargo
Wells Fargo
California
-$11.8M
5
SMF
Sterling Manor Financial
New York
-$9.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
126
Cypress Wealth Services
California
$283K – – –
P
127
&Partners
Tennessee
$272K -$15.8K -150 -6%
JIP
128
Jaffetilchin Investment Partners
Florida
$258K – – –
EAM
129
Empirical Asset Management
Massachusetts
$256K -$18.6K -176 -7%
TCA
130
Transcend Capital Advisors
New Jersey
$251K -$37.4K -354 -13%
BA
131
Bluesphere Advisors
Pennsylvania
$248K – – –
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$246K +$20.8K +197 +9%
CC
133
Cypress Capital
Tennessee
$245K +$66K +625 +37%
GAB
134
German American Bancorp
Indiana
$245K -$84.4K -800 -26%
TAIM
135
TD Ameritrade Investment Management
Nebraska
$239K -$11.4K -108 -5%
WCM
136
WealthBridge Capital Management
Ohio
$236K -$10.6K -100 -4%
CAM
137
Concorde Asset Management
Michigan
$236K +$1.05K +10 +0.5%
RA
138
RFG Advisory
Alabama
$220K +$16.7K +158 +8%
AWA
139
Arkadios Wealth Advisors
Georgia
$215K +$10.7K +101 +5%
IFWM
140
Institute for Wealth Management
Colorado
$211K – – –
WDC
141
Woodward Diversified Capital
California
$206K -$206K -1,951 -50%
C
142
CEDRUS
Colorado
$205K – – –
SF
143
Synovus Financial
Georgia
$201K -$110K -1,046 -36%
BEI
144
Benjamin Edwards Inc
Missouri
$199K +$2.43K +23 +1%
GRP
145
Global Retirement Partners
California
$166K +$191K +1,807 New
CFD
146
Creative Financial Designs
Indiana
$158K -$106 -1 -0.1%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$130K – – –
BAM
148
Belpointe Asset Management
Nevada
$125K -$6.33K -60 -5%
APA
149
American Portfolios Advisors
New York
$124K +$950 +9 +0.8%
Koshinski Asset Management
150
Koshinski Asset Management
Illinois
$115K – – –
4 5
6
7 8

FTC Hedge Fund Activity: Q1 2022 in Review

168 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2022, worth a combined $654M — down 22% from $838M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FTC and 16 opened new positions — a net loss of 4 holders — while 64 trimmed existing stakes and 56 added.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $16.3M. The largest seller was Morgan Stanley, cutting an estimated $25.2M.

  • 168 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2022, down from 176 in Q4 2021.
  • Funds reported $654M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2022, down 22% quarter-over-quarter.
  • 16 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2022 and 20 closed out, a net change of -4 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2022 was GeoWealth Management, an estimated $16.3M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2022 was Morgan Stanley, an estimated $25.2M sold.

Based on aggregated 13F filings for Q1 2022.