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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
DFA
201
DHJJ Financial Advisors
Illinois
$1.11K – – –
HF
202
HRT Financial
New York
– -$1.63M -12,395 Closed
KF
203
Krilogy Financial
Missouri
– -$1.62M -12,315 Closed
VF
204
Virtu Financial
New York
– -$1.15M -8,784 Closed
OMC
205
Old Mission Capital
Illinois
– -$652K -4,963 Closed
SAM
206
SignalPoint Asset Management
Missouri
– -$649K -4,939 Closed
PFGIA
207
Patriot Financial Group Insurance Agency
Massachusetts
– -$631K -4,803 Closed
WEG
208
World Equity Group
Illinois
– -$507K -3,861 Closed
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
– -$339K -3,474 Closed
FTUS
210
Flow Traders U.S.
New York
– -$415K -3,161 Closed
PFA
211
Pinnacle Family Advisors
Missouri
– -$396K -3,015 Closed
FTDI
212
First Trust Direct Indexing
Massachusetts
– -$373K -2,837 Closed
EAM
213
Empirical Asset Management
Massachusetts
– -$301K -2,293 Closed
DAS
214
Diversify Advisory Services
Utah
– -$230K -1,700 Closed
SC
215
Savant Capital
Illinois
– -$213K -1,622 Closed
AF
216
Advisornet Financial
Minnesota
– -$101K -766 Closed
GM
217
GeoWealth Management
Illinois
– -$44.4K -338 Closed
ME
218
McIlrath & Eck
Washington
– -$13.3K -101 Closed
AWM
219
Avior Wealth Management
Nebraska
– -$788 -6 Closed
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.