We are live on ! Find out more
FTC icon

First Trust Large Cap Growth AlphaDEX Fund
FTC

191 hedge funds and large institutions have $791M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more capital invested

Capital invested by funds: $789M → $791M (+$2.4M)

0.45% less ownership

Funds ownership: 76.6% → 76.14% (-0.45%)

1% less funds holding

Funds holding: 192 → 191 (-1)

31% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 84

Holders
191
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
58
Reduced
84
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAA
Global Assets Advisory
Florida
+$72.9M
2
First Trust Advisors
First Trust Advisors
Illinois
+$21.2M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$14.4M
4
WA
Win Advisors
Florida
+$12M
5
GM
GeoWealth Management
Illinois
+$8.45M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$101M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$17M
3
LPL Financial
LPL Financial
California
-$16.7M
4
AT
Arden Trust
Delaware
-$10.8M
5
Osaic Holdings
Osaic Holdings
Arizona
-$5.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
126
Pine Valley Investments
New Jersey
$401K -$5.58K -48 -1%
BRWA
127
B. Riley Wealth Advisors
Florida
$395K +$149K +1,279 +46%
US Bancorp
128
US Bancorp
Minnesota
$394K -$4.18K -36 -1%
GIA
129
Gladstone Institutional Advisory
Florida
$380K -$225K -1,934 -39%
CWM
130
Chicago Wealth Management
Illinois
$356K – – –
JIP
131
Jaffetilchin Investment Partners
Florida
$351K – – –
FTDI
132
First Trust Direct Indexing
Massachusetts
$350K – – –
FIA
133
Foundations Investment Advisors
Arizona
$343K +$1.63K +14 +0.5%
IAIM
134
International Assets Investment Management
Florida
$342K -$17.4K -150 -5%
GLA
135
Good Life Advisors
Pennsylvania
$342K +$232 +2 +0.1%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$335K +$116 +1 +0%
CA
137
Crumly & Associates
Illinois
$330K -$57.4K -494 -16%
CFGS
138
Concourse Financial Group Securities
Alabama
$329K +$18.1K +156 +6%
BSW
139
Buckingham Strategic Wealth
Missouri
$326K +$36.6K +315 +14%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$322K +$40.8K +351 +16%
PIAS
141
PCA Investment Advisory Services
Ohio
$317K -$116 -1 -0%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$307K -$232K -1,996 -44%
SPC
143
Sigma Planning Corp
Michigan
$302K +$64.5K +555 +29%
CWS
144
Cypress Wealth Services
California
$302K – – –
HSWS
145
Higgins & Schmidt Wealth Strategies
Colorado
$290K – – –
FTUS
146
Flow Traders U.S.
New York
$288K -$1.54M -13,262 -85%
XWM
147
Xcel Wealth Management
Florida
$287K +$1.63K +14 +0.6%
EAM
148
Empirical Asset Management
Massachusetts
$282K – – –
WS
149
Wedbush Securities
California
$279K -$19.5K -168 -7%
WCM
150
WealthBridge Capital Management
Ohio
$272K – – –
4 5
6
7 8

FTC Hedge Fund Activity: Q1 2024 in Review

191 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2024, worth a combined $791M — up 0.3% from $789M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FTC positions and 17 closed out — a net gain of 1 holder — while 58 added to existing stakes and 84 trimmed.

The largest buyer was Global Assets Advisory, opening a new position worth an estimated $72.9M. The largest seller was Morgan Stanley, cutting an estimated $101M.

  • 191 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2024, down from 192 in Q4 2023.
  • Funds reported $791M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2024, up 0.3% quarter-over-quarter.
  • 18 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2024 and 17 closed out, a net change of +1 holder.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2024 was Global Assets Advisory, an estimated $72.9M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2024 was Morgan Stanley, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2024.