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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
WAM
151
WealthTrust Asset Management
Florida
$266K +$140 +1 +0.1%
IFWM
152
Institute for Wealth Management
Colorado
$262K – – –
SPIA
153
Steward Partners Investment Advisory
New York
$259K -$34.8K -249 -12%
CCP
154
Clarity Capital Partners
California
$259K – – –
HSWS
155
Higgins & Schmidt Wealth Strategies
Colorado
$257K – – –
RA
156
RFG Advisory
Alabama
$249K -$271K -1,938 -52%
LA
157
LexAurum Advisors
Kansas
$242K -$21.8K -156 -8%
FFS
158
Founders Financial Securities
Maryland
$231K -$15.6K -112 -6%
SPWM
159
Schrum Private Wealth Management
Florida
$221K -$223K -1,600 -50%
NCFG
160
New Century Financial Group
New Jersey
$219K +$273K +1,952 New
William Blair & Company
161
William Blair & Company
Illinois
$218K – – –
AFG
162
ABLE Financial Group
Arizona
$213K -$226K -1,618 -51%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$206K -$7.68K -55 -4%
BWA
164
BlueChip Wealth Advisors
Georgia
$203K +$205K +1,471 New
SOAMC
165
Spirit of America Management Corp
New York
$185K +$16.3K +117 +10%
HWA
166
HHM Wealth Advisors
Tennessee
$167K – – –
ZB
167
Zions Bancorporation
Utah
$166K – – –
Jones Financial Companies
168
Jones Financial Companies
Missouri
$164K -$19K -136 -10%
RCA
169
Runnymede Capital Advisors
Ohio
$138K +$140K +1,000 New
CF
170
Centaurus Financial
California
$133K +$134K +960 New
FFA
171
Frazier Financial Advisors
Ohio
$97.1K – – –
HNB
172
Hilltop National Bank
Wyoming
$95.1K – – –
RFG
173
REAP Financial Group
Texas
$89.9K -$60.3K -432 -40%
TAM
174
Tucker Asset Management
Colorado
$83.2K -$419 -3 -0.5%
HNB
175
Huntington National Bank
Ohio
$77.6K – – –
5 6
7
8 9

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.