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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
ADL
176
Asset Dedication LLC
California
$60K – – –
FGAM
177
Financial Gravity Asset Management
Texas
$59.2K +$8.37K +72 +16%
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$59.1K -$14.3K -123 -20%
GWSG
179
GPS Wealth Strategies Group
Colorado
$42.3K – – –
EFP
180
EnRich Financial Partners
Wisconsin
$42.3K +$39.9K +343 New
Fidelity Investments
181
Fidelity Investments
Massachusetts
$38.8K -$23.8K -205 -39%
GI
182
GAMMA Investing
California
$36.7K +$34.6K +298 New
TAM
183
Tucker Asset Management
Colorado
$35.5K +$813 +7 +2%
TCA
184
Trifecta Capital Advisors
Illinois
$34.8K – – –
LI
185
LRI Investments
Florida
$31.9K +$30.1K +259 New
ME
186
McIlrath & Eck
Washington
$12.5K +$11.7K +101 New
FFA
187
Farther Finance Advisors
California
$5.79K -$581 -5 -10%
CA
188
Continuum Advisory
Idaho
$4.1K +$3.95K +34 New
KFI
189
Key Financial Inc
Pennsylvania
$4.07K – – –
AWM
190
Avior Wealth Management
Nebraska
$3.08K -$6.86K -59 -70%
SIS
191
Sound Income Strategies
Florida
$2.34K +$2.21K +19 New
DFA
192
DHJJ Financial Advisors
Illinois
$987 – – –
AT
193
Arden Trust
Delaware
– -$10.8M -98,435 Closed
IA
194
IFG Advisory
Georgia
– -$904K -8,254 Closed
Qube Research & Technologies (QRT)
195
Qube Research & Technologies (QRT)
United Kingdom
– -$742K -6,776 Closed
Millennium Management
196
Millennium Management
New York
– -$727K -6,636 Closed
AWA
197
Arkadios Wealth Advisors
Georgia
– -$341K -3,115 Closed
FAIM
198
Financial Advocates Investment Management
Washington
– -$287K -2,617 Closed
AIFAIM
199
American Institute for Advanced Investment Management
Arizona
– -$268K -2,445 Closed
Creative Planning
200
Creative Planning
Kansas
– -$227K -2,073 Closed
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.