We are live on ! Find out more
FTC icon

First Trust Large Cap Growth AlphaDEX Fund
FTC

200 hedge funds and large institutions have $758M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

3% more funds holding

Funds holding: 194 → 200 (+6)

1% more capital invested

Capital invested by funds: $750M → $758M (+$8.03M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.69% less ownership

Funds ownership: 70.37% → 67.68% (-2.7%)

61% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 89

Holders
200
Holders Change
+6
Holders Change %
+3.09%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
35
Reduced
89
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.86M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$4.42M
3
Goldman Sachs
Goldman Sachs
New York
+$3.18M
4
IAA
Independent Advisor Alliance
North Carolina
+$2.98M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.88M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$72.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.62M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.02M
4
Wells Fargo
Wells Fargo
California
-$3.32M
5
KWM
Kingsview Wealth Management
Oregon
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
126
CoreCap Advisors
Michigan
$379K -$2.2M -15,762 -85%
AWM
127
AE Wealth Management
Kansas
$371K -$1.68K -12 -0.4%
CA
128
Crumly & Associates
Illinois
$370K – – –
AssetMark Inc
129
AssetMark Inc
California
$349K +$46.8K +335 +15%
MQWP
130
Morey & Quinn Wealth Partners
Nebraska
$344K +$348K +2,489 New
CWS
131
Cypress Wealth Services
California
$338K – – –
MSAM
132
Moloney Securities Asset Management
Missouri
$338K +$14.7K +105 +4%
OIA
133
OneDigital Investment Advisors
Kansas
$329K +$332K +2,378 New
PIAS
134
PCA Investment Advisory Services
Ohio
$328K +$140 +1 +0%
XWM
135
Xcel Wealth Management
Florida
$322K – – –
WS
136
Wedbush Securities
California
$313K – – –
GRP
137
Global Retirement Partners
California
$311K -$362K -2,596 -54%
FIA
138
Foundations Investment Advisors
Arizona
$308K -$110K -787 -26%
WCM
139
WealthBridge Capital Management
Ohio
$305K – – –
FFA
140
Founders Financial Alliance
North Carolina
$300K +$47.1K +337 +18%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$297K +$48.9K +350 +19%
TWM
142
TCFG Wealth Management
California
$285K – – –
NW
143
NewEdge Wealth
Pennsylvania
$281K -$1.23M -8,814 -81%
GAB
144
German American Bancorp
Indiana
$277K – – –
PWP
145
Pursue Wealth Partners
California
$277K – – –
BNMT
146
Bawa N Mallick Trust
New York
$277K +$279K +2,000 New
MWA
147
Meridian Wealth Advisors
Texas
$273K – – –
SWM
148
Spire Wealth Management
Virginia
$270K – – –
PCS
149
Private Client Services
Kentucky
$267K – – –
TA
150
TKG Advisors
Indiana
$266K +$253K +1,813 New
4 5
6
7 8

FTC Hedge Fund Activity: Q4 2024 in Review

200 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q4 2024, worth a combined $758M — up 1.1% from $750M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FTC positions and 18 closed out — a net gain of 10 holders — while 35 added to existing stakes and 89 trimmed.

The largest buyer was Jane Street, adding an estimated $4.86M. The largest seller was International Assets Investment Management, cutting an estimated $72.3M.

  • 200 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $758M of First Trust Large Cap Growth AlphaDEX Fund stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 28 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q4 2024 and 18 closed out, a net change of +10 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q4 2024 was Jane Street, an estimated $4.86M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q4 2024 was International Assets Investment Management, an estimated $72.3M sold.

Based on aggregated 13F filings for Q4 2024.