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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
AWM
151
Avior Wealth Management
Nebraska
$17K -$3.46K -37 -16%
FHA
152
First Horizon Advisors
Tennessee
$11K
VCM
153
Vigilant Capital Management
Maine
$10K +$10.5K +112 New
CWA
154
Clearview Wealth Advisors
Oregon
$8K
NC
155
NewSquare Capital
Pennsylvania
$6K
TF
156
Tompkins Financial
New York
$6K
TFA
157
Transamerica Financial Advisors
Florida
$4K
KFI
158
Key Financial Inc
Pennsylvania
$3K +$3.09K +33 New
SJIA
159
St. James Investment Advisors
New York
$1K
FHC
160
First Heartland Consultants
Missouri
$269 +$1.87K +20 +0.6%
CWM
161
Cadence Wealth Management
Massachusetts
-$119K -10,187 Closed
RIA
162
Regal Investment Advisors
Michigan
-$348K -3,952 Closed
AWAG
163
ARS Wealth Advisors Group
Florida
-$286K -3,241 Closed
Qube Research & Technologies (QRT)
164
Qube Research & Technologies (QRT)
United Kingdom
-$227K -2,581 Closed
ARC
165
Advisor Resource Council
Texas
-$201K -2,279 Closed
AW
166
ACG Wealth
Georgia
-$135K -1,530 Closed
TCWM
167
Total Clarity Wealth Management
Illinois
-$33K -379 Closed
HWA
168
HHM Wealth Advisors
Tennessee
-$19K -217 Closed
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
-$18K -200 Closed

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.