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First Trust Large Cap Growth AlphaDEX Fund
FTC

194 hedge funds and large institutions have $750M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,615% more call options, than puts

Call options by funds: $223K | Put options by funds: $13K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

8% more capital invested

Capital invested by funds: $692M → $750M (+$58.3M)

7.34% more ownership

Funds ownership: 63.04% → 70.37% (+7.3%)

2% more funds holding

Funds holding: 190 → 194 (+4)

35% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 81

Holders
194
Holders Change
+4
Holders Change %
+2.11%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
53
Reduced
81
Closed
13
Calls
$223K
Puts
$13K
Net Calls
+$210K
Net Calls Change
+$210K

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$64.4M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$53.5M
3
WA
Win Advisors
Florida
+$11.3M
4
BEI
Benjamin Edwards Inc
Missouri
+$5.66M
5
Wells Fargo
Wells Fargo
California
+$4.06M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$5.43M
3
LPL Financial
LPL Financial
California
-$5.27M
4
AssetMark Inc
AssetMark Inc
California
-$4.67M
5
CAS
Coppell Advisory Solutions
Texas
-$3.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
126
Foundations Investment Advisors
Arizona
$396K +$41.9K +337 +13%
PFA
127
Pinnacle Family Advisors
Missouri
$396K +$4.6K +37 +1%
CWM
128
Chicago Wealth Management
Illinois
$379K – – –
JIP
129
Jaffetilchin Investment Partners
Florida
$374K – – –
FTDI
130
First Trust Direct Indexing
Massachusetts
$373K – – –
AWM
131
AE Wealth Management
Kansas
$354K -$2.33M -18,714 -87%
CA
132
Crumly & Associates
Illinois
$352K – – –
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$351K -$6.09K -49 -2%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$350K -$2.11K -17 -0.6%
Focus Partners Wealth
135
Focus Partners Wealth
Massachusetts
$348K +$329K +2,647 New
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$339K +$432K +3,474 New
CWS
137
Cypress Wealth Services
California
$322K – – –
PIAS
138
PCA Investment Advisory Services
Ohio
$311K +$124 +1 +0%
MSAM
139
Moloney Securities Asset Management
Missouri
$307K +$6.96K +56 +2%
XWM
140
Xcel Wealth Management
Florida
$306K – – –
EAM
141
Empirical Asset Management
Massachusetts
$301K +$373 +3 +0.1%
WS
142
Wedbush Securities
California
$298K – – –
WCM
143
WealthBridge Capital Management
Ohio
$290K – – –
AssetMark Inc
144
AssetMark Inc
California
$288K -$4.67M -37,570 -94%
SPIA
145
Steward Partners Investment Advisory
New York
$279K +$62K +499 +31%
TWM
146
TCFG Wealth Management
California
$271K +$256K +2,063 New
GAB
147
German American Bancorp
Indiana
$263K – – –
PWP
148
Pursue Wealth Partners
California
$263K – – –
MWA
149
Meridian Wealth Advisors
Texas
$260K -$245K -1,975 -50%
SWM
150
Spire Wealth Management
Virginia
$257K – – –
4 5
6
7 8

FTC Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q3 2024, worth a combined $750M — up 8.4% from $692M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FTC positions and 13 closed out — a net gain of 7 holders — while 53 added to existing stakes and 81 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $64.4M. The largest seller was Envestnet Asset Management, cutting an estimated $18.5M.

  • 194 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q3 2024, up from 190 in Q2 2024.
  • Funds reported $750M of First Trust Large Cap Growth AlphaDEX Fund stock for Q3 2024, up 8.4% quarter-over-quarter.
  • 20 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q3 2024 and 13 closed out, a net change of +7 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $64.4M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q3 2024 was Envestnet Asset Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2024.