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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
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$62.9K – – –
PFA
177
Pillar Financial Advisors
Kentucky
$57.2K – – –
LC
178
Luminist Capital
Michigan
$53.6K – – –
MAS
179
MPWM Advisory Solutions
Georgia
$51.5K -$6.03K -43 -10%
T
180
Tidemark
California
$51.2K – – –
GI
181
GAMMA Investing
California
$42.7K -$3.22K -23 -7%
RF
182
Rossby Financial
Florida
$37.4K +$39.8K +284 New
TCA
183
Trifecta Capital Advisors
Illinois
$37.1K – – –
CFP
184
Comprehensive Financial Planning
Pennsylvania
$27.5K – – –
RMP
185
Richards, Merrill & Peterson
Washington
$26.3K – – –
HHGA
186
Halbert Hargrove Global Advisors
California
$22.9K +$24.4K +174 New
GWSG
187
GPS Wealth Strategies Group
Colorado
$21.2K -$14K -100 -38%
AAP
188
Arax Advisory Partners
Colorado
$15.9K +$17K +121 New
AA
189
Ancora Advisors
Ohio
$15.2K – – –
DPW
190
DiNuzzo Private Wealth
Pennsylvania
$6.67K – – –
FCT
191
First Community Trust
Iowa
$6.04K – – –
CA
192
Continuum Advisory
Idaho
$4.47K – – –
KFI
193
Key Financial Inc
Pennsylvania
$4.34K – – –
DFA
194
DHJJ Financial Advisors
Illinois
$1.05K – – –
WA
195
Win Advisors
Florida
– -$10.5M -75,914 Closed
Citadel Advisors
196
Citadel Advisors
Florida
– -$5.36M -38,769 Closed
IAA
197
Independent Advisor Alliance
North Carolina
– -$2.95M -21,309 Closed
GS
198
GTS Securities
New York
– -$2.39M -17,304 Closed
RAS
199
RPS Advisory Solutions
Kentucky
– -$1.93M -13,948 Closed
HIS
200
Harvest Investment Services
Illinois
– -$672K -4,862 Closed
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.