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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
PS
176
Principal Securities
Iowa
$72.9K – – –
MCM
177
MAI Capital Management
Ohio
$72.6K +$73.3K +525 New
PB
178
Pinnacle Bancorp
Nebraska
$69.1K – – –
ADL
179
Asset Dedication LLC
California
$66.8K – – –
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$66.2K – – –
MAS
181
MPWM Advisory Solutions
Georgia
$60.1K +$60.7K +435 New
PFA
182
Pillar Financial Advisors
Kentucky
$60.1K +$60.7K +435 New
LC
183
Luminist Capital
Michigan
$55.7K +$56.3K +403 New
T
184
Tidemark
California
$53.9K – – –
SS
185
Sunbelt Securities
Texas
$51.4K – – –
GI
186
GAMMA Investing
California
$48.1K – – –
EFP
187
EnRich Financial Partners
Wisconsin
$47.4K – – –
TCA
188
Trifecta Capital Advisors
Illinois
$39K – – –
GWSG
189
GPS Wealth Strategies Group
Colorado
$36.1K -$11.4K -82 -24%
CFP
190
Comprehensive Financial Planning
Pennsylvania
$28.9K +$29.2K +209 New
RMP
191
Richards, Merrill & Peterson
Washington
$27.6K +$27.9K +200 New
B
192
Birchbrook
Maine
$27.3K +$27.5K +197 New
AA
193
Ancora Advisors
Ohio
$16K – – –
DPW
194
DiNuzzo Private Wealth
Pennsylvania
$6.65K – – –
CFGS
195
Concourse Financial Group Securities
Alabama
$6.42K – – –
FCT
196
First Community Trust
Iowa
$6.36K +$6.42K +46 New
CA
197
Continuum Advisory
Idaho
$4.7K – – –
KFI
198
Key Financial Inc
Pennsylvania
$4.56K – – –
SAM
199
Synergy Asset Management
Washington
$3.68K +$3.91K +28 New
NS
200
NBC Securities
Alabama
$1.43K -$1.54M -11,055 -100%
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.