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First Trust Large Cap Growth AlphaDEX Fund

FTC

Market cap $1.52B

193 hedge funds and large institutions have $707M invested in First Trust Large Cap Growth AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 85 reducing their positions, and 19 closing their positions.

New

Increased

Maintained

Reduced

Closed

0.04% less ownership

Funds ownership: 67.68% → 67.64% (-0.04%)

4% less funds holding

Funds holding: 200 → 193 (-7)

7% less capital invested

Capital invested by funds: $758M → $707M (-$51.4M)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

52% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 85

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders

193

Holders Change

-7

Holders Change %

-3.5%

% of All Funds

2.59%

Holding in Top 10

–

Holding in Top 10 Change

-2

Holding in Top 10 Change %

-100%

% of All Funds

–

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	Cambridge Investment Research Advisors Fairfield, Iowa	+$15.7M
2	ECA Elevation Capital Advisory Bend, Oregon	+$8M
3	CI CX Institutional Auburn, Indiana	+$5.03M
4	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	+$3.92M
5	VF Virtu Financial New York	+$3.27M

Top Sellers

1	Morgan Stanley New York	-$13.2M
2	WA Win Advisors Palm Beach Gardens, Florida	-$10.5M
3	USCWA U.S. Capital Wealth Advisors Austin, Texas	-$6.47M
4	Citadel Advisors Miami, Florida	-$5.36M
5	Jane Street New York	-$5.28M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
126	126 AssetMark Inc Concord, California	$376K	+$46.7K	+333	+13%
127	NA 127 NewEdge Advisors New Orleans, Louisiana	$375K	-$58.7K	-419	-13%
128	GLA 128 Good Life Advisors Reading, Pennsylvania	$375K	+$140	+1	+0%
129	JIP 129 Jaffetilchin Investment Partners Tampa, Florida	$374K	–	–	–
130	PTC 130 Private Trust Company Cleveland, Ohio	$364K	+$2.38K	+17	+0.6%
131	CA 131 Crumly & Associates Springfield, Illinois	$345K	-$7.43K	-53	-2%
132	CA 132 CoreCap Advisors Southfield, Michigan	$335K	-$26.1K	-186	-7%
133	133 Wealth Enhancement Advisory Services Plymouth, Minnesota	$332K	-$89.6K	-639	-20%
134	MQWP 134 Morey & Quinn Wealth Partners Omaha, Nebraska	$327K	–	–	–
135	CWS 135 Cypress Wealth Services Palm Desert, California	$322K	–	–	–
136	AWM 136 AE Wealth Management Topeka, Kansas	$312K	-$43.5K	-310	-12%
137	PVI 137 Pine Valley Investments Marlton, New Jersey	$310K	-$147K	-1,049	-31%
138	XWM 138 Xcel Wealth Management Holly Hill, Florida	$306K	–	–	–
139	AWS 139 Atria Wealth Solutions New York	$303K	-$449K	-3,200	-58%
140	140 Fidelity Investments Boston, Massachusetts	$297K	+$15.3K	+109	+5%
141	FFA 141 Founders Financial Alliance Raleigh, North Carolina	$291K	+$5.75K	+41	+2%
142	WCM 142 WealthBridge Capital Management Westerville, Ohio	$290K	–	–	–
143	WS 143 Wedbush Securities Los Angeles, California	$285K	-$14K	-100	-4%
144	SPIA 144 Steward Partners Investment Advisory New York	$279K	+$34.9K	+249	+13%
145	TWM 145 TCFG Wealth Management Laguna Niguel, California	$271K	–	–	–
146	NW 146 NewEdge Wealth Pittsburgh, Pennsylvania	$267K	–	–	–
147	BNMT 147 Bawa N Mallick Trust Forest Hills, New York	$263K	–	–	–
148	GAB 148 German American Bancorp Jasper, Indiana	$263K	–	–	–
149	PWP 149 Pursue Wealth Partners Clayton, California	$263K	–	–	–
150	MWA 150 Meridian Wealth Advisors Austin, Texas	$260K	–	–	–

FTC Hedge Fund Activity: Q1 2025 in Review

193 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2025, worth a combined $707M — down 6.8% from $758M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FTC and 17 opened new positions — a net loss of 2 holders — while 85 trimmed existing stakes and 41 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $15.7M. The largest seller was Morgan Stanley, cutting an estimated $13.2M.

193 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2025, down from 200 in Q4 2024.
Funds reported $707M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2025, down 6.8% quarter-over-quarter.
17 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2025 and 19 closed out, a net change of -2 holders.
The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2025 was Cambridge Investment Research Advisors, an estimated $15.7M added.
The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2025 was Morgan Stanley, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2025.

First Trust Large Cap Growth AlphaDEX Fund FTC Market cap $1.52B