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First Trust Large Cap Growth AlphaDEX Fund

155 hedge funds and large institutions have $538M invested in First Trust Large Cap Growth AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.46% more ownership

Funds ownership: 63.01%63.47% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 168155 (-13)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

18% less capital invested

Capital invested by funds: $654M → $538M (-$116M)

50% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 26

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.05M

Holders
155
Holders Change
-13
Holders Change %
-7.74%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
53
Reduced
64
Closed
26
Calls
Puts
$1.05M
Net Calls
-$1.05M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
126
Global Retirement Partners
California
$181K +$23.3K +243 +13%
BEI
127
Benjamin Edwards Inc
Missouri
$170K +$6.13K +64 +3%
AW
128
ACG Wealth
Georgia
$135K +$147K +1,530 New
Fidelity Investments
129
Fidelity Investments
Massachusetts
$130K +$52.8K +551 +60%
M1FG
130
Mach-1 Financial Group
Arkansas
$121K +$132K +1,379 New
CWM
131
Cadence Wealth Management
Massachusetts
$119K +$976K +10,187 New
CFD
132
Creative Financial Designs
Indiana
$114K -$18.4K -192 -13%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$108K
APA
134
American Portfolios Advisors
New York
$101K -$1.82K -19 -2%
MA
135
MUFG Americas
New York
$81K
AF
136
Advisornet Financial
Minnesota
$68K
First Manhattan
137
First Manhattan
New York
$59K
SPIA
138
Steward Partners Investment Advisory
New York
$56K
HNB
139
Huntington National Bank
Ohio
$51K
AssetMark Inc
140
AssetMark Inc
California
$42K -$2.4K -25 -5%
TCWM
141
Total Clarity Wealth Management
Illinois
$33K +$36.3K +379 New
TCWA
142
Ten Capital Wealth Advisors
Washington
$32K
TAM
143
Tucker Asset Management
Colorado
$31.1K -$2.49K -26 -7%
GWSG
144
GPS Wealth Strategies Group
Colorado
$24K
AWM
145
Avior Wealth Management
Nebraska
$20K -$3.35K -35 -13%
WWMSC
146
Wagner Wealth Management (South Carolina)
South Carolina
$20K +$22.2K +232 New
HWA
147
HHM Wealth Advisors
Tennessee
$19K +$20.8K +217 New
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$18K
FHA
149
First Horizon Advisors
Tennessee
$11K +$12.6K +132 New
CWA
150
Clearview Wealth Advisors
Oregon
$8K -$54.8K -572 -86%

FTC Hedge Fund Activity: Q2 2022 in Review

155 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q2 2022, worth a combined $538M — down 18% from $654M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FTC and 13 opened new positions — a net loss of 13 holders — while 64 trimmed existing stakes and 53 added.

The largest buyer was Morgan Stanley, adding an estimated $7.82M. The largest seller was GeoWealth Management, exiting entirely with an estimated $16.5M sold.

  • 155 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q2 2022, down from 168 in Q1 2022.
  • Funds reported $538M of First Trust Large Cap Growth AlphaDEX Fund stock for Q2 2022, down 18% quarter-over-quarter.
  • 13 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q2 2022 and 26 closed out, a net change of -13 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q2 2022 was Morgan Stanley, an estimated $7.82M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q2 2022 was GeoWealth Management, an estimated $16.5M sold.

Based on aggregated 13F filings for Q2 2022.