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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
DAS
151
Diversify Advisory Services
Utah
$268K +$252K +2,173 New
WAP
152
Wealthcare Advisory Partners
Pennsylvania
$253K -$66.9K -576 -22%
GAB
153
German American Bancorp
Indiana
$247K – – –
PWP
154
Pursue Wealth Partners
California
$247K – – –
SWM
155
Spire Wealth Management
Virginia
$241K -$4.18K -36 -2%
MSAM
156
Moloney Securities Asset Management
Missouri
$240K +$226K +1,947 New
WAM
157
WealthTrust Asset Management
Florida
$237K +$116 +1 +0.1%
IFWM
158
Institute for Wealth Management
Colorado
$236K – – –
CCP
159
Clarity Capital Partners
California
$231K – – –
FFA
160
Founders Financial Alliance
North Carolina
$226K – – –
PTC
161
Private Trust Company
Ohio
$221K – – –
BWA
162
BlueChip Wealth Advisors
Georgia
$217K -$34.9K -300 -15%
IGWM
163
ICA Group Wealth Management
Colorado
$208K -$11K -95 -5%
SP
164
Sequent Planning
Nebraska
$206K +$194K +1,668 New
SPIA
165
Steward Partners Investment Advisory
New York
$200K +$139K +1,200 +283%
RFG
166
REAP Financial Group
Texas
$176K +$349 +3 +0.2%
SOAMC
167
Spirit of America Management Corp
New York
$152K +$148K +1,278 New
HWA
168
HHM Wealth Advisors
Tennessee
$149K +$140K +1,209 New
PS
169
Principal Securities
Iowa
$142K -$10.2K -88 -7%
BEI
170
Benjamin Edwards Inc
Missouri
$136K -$6.27K -54 -5%
HNB
171
Huntington National Bank
Ohio
$118K – – –
AF
172
Advisornet Financial
Minnesota
$94.4K – – –
SS
173
Sunbelt Securities
Texas
$89.4K – – –
T
174
Tidemark
California
$79K -$10.7K -92 -13%
PB
175
Pinnacle Bancorp
Nebraska
$61.6K +$11.6K +100 +25%
5 6
7
8 9

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.