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First Trust Large Cap Growth AlphaDEX Fund

160 hedge funds and large institutions have $524M invested in First Trust Large Cap Growth AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

3% more funds holding

Funds holding: 155160 (+5)

0.13% more ownership

Funds ownership: 63.47%63.6% (+0.13%)

3% less capital invested

Capital invested by funds: $538M → $524M (-$14.4M)

16% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 62

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.09M

Holders
160
Holders Change
+5
Holders Change %
+3.23%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
52
Reduced
62
Closed
9
Calls
Puts
$1.09M
Net Calls
-$1.09M
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
126
Concorde Asset Management
Michigan
$204K +$4.03K +43 +2%
TAIM
127
TD Ameritrade Investment Management
Nebraska
$203K +$21.1K +225 +10%
Ameriprise
128
Ameriprise
Minnesota
$203K +$222K +2,370 New
NA
129
NewEdge Advisors
Louisiana
$203K +$222K +2,371 New
BFS
130
Bickling Financial Services
Massachusetts
$202K -$13.5K -144 -6%
KIG
131
Kowal Investment Group
Wisconsin
$202K +$221K +2,362 New
P
132
&Partners
Tennessee
$201K -$18.7K -200 -8%
SWM
133
Spire Wealth Management
Virginia
$166K -$1.27M -13,531 -87%
BEI
134
Benjamin Edwards Inc
Missouri
$156K -$10.2K -109 -6%
M1FG
135
Mach-1 Financial Group
Arkansas
$117K
CFD
136
Creative Financial Designs
Indiana
$110K
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$104K
APA
138
American Portfolios Advisors
New York
$98.2K
Fidelity Investments
139
Fidelity Investments
Massachusetts
$92K -$36.6K -391 -27%
MA
140
MUFG Americas
New York
$79K
AF
141
Advisornet Financial
Minnesota
$66K
First Manhattan
142
First Manhattan
New York
$57K
SPIA
143
Steward Partners Investment Advisory
New York
$54K
HNB
144
Huntington National Bank
Ohio
$48K
ADL
145
Asset Dedication LLC
California
$41K +$45.2K +483 New
AssetMark Inc
146
AssetMark Inc
California
$34K -$6.65K -71 -15%
TAM
147
Tucker Asset Management
Colorado
$33.1K +$94 +1 +0.3%
TCWA
148
Ten Capital Wealth Advisors
Washington
$31K
GWSG
149
GPS Wealth Strategies Group
Colorado
$23K
WWMSC
150
Wagner Wealth Management (South Carolina)
South Carolina
$20K +$655 +7 +3%

FTC Hedge Fund Activity: Q3 2022 in Review

160 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q3 2022, worth a combined $524M — down 2.7% from $538M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FTC positions and 9 closed out — a net gain of 5 holders — while 52 added to existing stakes and 62 trimmed.

The largest buyer was J. Arnold Wealth Management, opening a new position worth an estimated $9.45M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.86M.

  • 160 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q3 2022, up from 155 in Q2 2022.
  • Funds reported $524M of First Trust Large Cap Growth AlphaDEX Fund stock for Q3 2022, down 2.7% quarter-over-quarter.
  • 14 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q3 2022 and 9 closed out, a net change of +5 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q3 2022 was J. Arnold Wealth Management, an estimated $9.45M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q3 2022 was Raymond James Financial Services Advisors, an estimated $4.86M sold.

Based on aggregated 13F filings for Q3 2022.