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First Trust Large Cap Growth AlphaDEX Fund
FTC

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
17
Increased
41
Reduced
85
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$13.2M
2
WA
Win Advisors
Florida
-$10.5M
3
USCWA
U.S. Capital Wealth Advisors
Texas
-$6.47M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.36M
5
Jane Street
Jane Street
New York
-$5.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
151
WealthTrust Asset Management
Florida
$253K – – –
IFWM
152
Institute for Wealth Management
Colorado
$249K – – –
MFG
153
Mission Financial Group
Nevada
$246K +$224K +1,596 New
CCP
154
Clarity Capital Partners
California
$246K – – –
HSWS
155
Higgins & Schmidt Wealth Strategies
Colorado
$244K – – –
FFS
156
Founders Financial Securities
Maryland
$241K +$21.9K +156 +9%
TA
157
TKG Advisors
Indiana
$240K +$2.24K +16 +0.9%
CFB
158
Cullen/Frost Bankers
Texas
$239K +$255K +1,820 New
CCC
159
Compass Capital Corp
Massachusetts
$219K -$252K -1,800 -50%
SWM
160
Spire Wealth Management
Virginia
$217K -$42.1K -300 -15%
RA
161
RFG Advisory
Alabama
$208K -$30.7K -219 -12%
William Blair & Company
162
William Blair & Company
Illinois
$207K – – –
P
163
&Partners
Tennessee
$205K +$219K +1,563 New
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$178K -$18.9K -135 -9%
SOAMC
165
Spirit of America Management Corp
New York
$176K -$140 -1 -0.1%
HWA
166
HHM Wealth Advisors
Tennessee
$159K – – –
RCA
167
Runnymede Capital Advisors
Ohio
$131K – – –
CF
168
Centaurus Financial
California
$126K – – –
FFA
169
Frazier Financial Advisors
Ohio
$91.8K – – –
HNB
170
Huntington National Bank
Ohio
$79.4K – – –
PS
171
Principal Securities
Iowa
$72.9K – – –
RFG
172
REAP Financial Group
Texas
$71.3K -$15.1K -108 -17%
MCM
173
MAI Capital Management
Ohio
$69K – – –
PB
174
Pinnacle Bancorp
Nebraska
$65.7K – – –
ADL
175
Asset Dedication LLC
California
$63.5K – – –
5 6
7
8 9

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.