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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
PCS
151
Private Client Services
Kentucky
$254K +$240K +1,929 New
WAM
152
WealthTrust Asset Management
Florida
$253K – – –
LA
153
LexAurum Advisors
Kansas
$251K +$18.8K +151 +9%
IFWM
154
Institute for Wealth Management
Colorado
$249K – – –
CCP
155
Clarity Capital Partners
California
$246K – – –
HSWS
156
Higgins & Schmidt Wealth Strategies
Colorado
$244K -$61.4K -494 -21%
FFA
157
Founders Financial Alliance
North Carolina
$241K +$124 +1 +0.1%
Fidelity Investments
158
Fidelity Investments
Massachusetts
$236K +$99.4K +800 +80%
PTC
159
Private Trust Company
Ohio
$235K – – –
FFS
160
Founders Financial Securities
Maryland
$234K +$222K +1,784 New
GIA
161
Gladstone Institutional Advisory
Florida
$232K -$137K -1,099 -38%
DAS
162
Diversify Advisory Services
Utah
$230K +$124 +1 +0.1%
SC
163
Savant Capital
Illinois
$213K +$202K +1,622 New
William Blair & Company
164
William Blair & Company
Illinois
$207K +$196K +1,575 New
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$203K -$12.1K -97 -6%
Jones Financial Companies
166
Jones Financial Companies
Missouri
$173K +$116K +935 +243%
SOAMC
167
Spirit of America Management Corp
New York
$161K -$8.95K -72 -6%
HWA
168
HHM Wealth Advisors
Tennessee
$159K – – –
ZB
169
Zions Bancorporation
Utah
$158K – – –
RFG
170
REAP Financial Group
Texas
$142K -$24K -193 -15%
AF
171
Advisornet Financial
Minnesota
$101K – – –
FFA
172
Frazier Financial Advisors
Ohio
$91.9K – – –
HNB
173
Hilltop National Bank
Wyoming
$90.4K – – –
TAM
174
Tucker Asset Management
Colorado
$79.5K -$6.59K -53 -8%
HNB
175
Huntington National Bank
Ohio
$73.7K – – –
5 6
7
8 9

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.