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First Trust Large Cap Growth AlphaDEX Fund

224 hedge funds and large institutions have $960M invested in First Trust Large Cap Growth AlphaDEX Fund in 2026 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 84 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,696% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $136K

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more capital invested

Capital invested by funds: $781M → $960M (+$179M)

8% more funds holding

Funds holding: 207224 (+17)

0.56% more ownership

Funds ownership: 67.53%68.09% (+0.56%)

40% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 84

Holders
224
Holders Change
+17
Holders Change %
+8.21%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
30
Increased
50
Reduced
84
Closed
8
Calls
$2.44M
Puts
$136K
Net Calls
+$2.31M
Net Calls Change
+$302K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$66.8K
FB
202
First Bancorp
Maine
$59.9K +$54.6K +309 New
BTD
203
BankPlus Trust Department
Mississippi
$59.1K
GI
204
GAMMA Investing
California
$57.7K
TCA
205
Trifecta Capital Advisors
Illinois
$54.6K
CFP
206
Comprehensive Financial Planning
Pennsylvania
$40.5K
RF
207
Rossby Financial
Florida
$40.3K
APFP
208
Action Point Financial Planning
Michigan
$39.3K +$35.9K +203 New
DF
209
Dunhill Financial
United Kingdom
$38.8K
HHGA
210
Halbert Hargrove Global Advisors
California
$33.7K
RFG
211
REAP Financial Group
Texas
$28.4K -$13.3K -75 -34%
AA
212
Ancora Advisors
Ohio
$22.5K
KFP
213
Kerr Financial Planning
California
$19.4K
WWM
214
Wolff Wiese Magana
California
$19.4K
BC
215
Burnham & Co
Michigan
$19.4K +$17.7K +100 New
SIC
216
SJS Investment Consulting
Ohio
$17.2K
DPW
217
DiNuzzo Private Wealth
Pennsylvania
$8.42K
Vanguard Advisers Inc
218
Vanguard Advisers Inc
Pennsylvania
$7.17K +$6.54K +37 New
VWM
219
Vermillion Wealth Management
Minnesota
$6.78K
CA
220
Continuum Advisory
Idaho
$6.59K +$6.01K +34 New
KFI
221
Key Financial Inc
Pennsylvania
$6.39K
MA
222
MCF Advisors
Kentucky
$2.71K
DFA
223
DHJJ Financial Advisors
Illinois
$1.55K
HFS
224
Hantz Financial Services
Michigan
$1K +$884 +5 New
SOAMC
225
Spirit of America Management Corp
New York
$223 +$7.39M +41,793 +15,891%

FTC Hedge Fund Activity: Q2 2026 in Review

224 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q2 2026, worth a combined $960M — up 23% from $781M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FTC positions and 8 closed out — a net gain of 22 holders — while 50 added to existing stakes and 84 trimmed.

The largest buyer was &Partners, adding an estimated $11.2M. The largest seller was Wells Fargo, cutting an estimated $14.9M.

  • 224 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q2 2026, up from 207 in Q1 2026.
  • Funds reported $960M of First Trust Large Cap Growth AlphaDEX Fund stock for Q2 2026, up 23% quarter-over-quarter.
  • 30 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q2 2026 and 8 closed out, a net change of +22 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q2 2026 was &Partners, an estimated $11.2M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q2 2026 was Wells Fargo, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2026.