First Trust Large Cap Growth AlphaDEX Fund
176 hedge funds and large institutions have $839M invested in First Trust Large Cap Growth AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 37 increasing their positions, 69 reducing their positions, and 14 closing their positions.
179% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 14
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
16% more funds holding
Funds holding: 152 → 176 (+24)
7% more capital invested
Capital invested by funds: $786M → $839M (+$52.2M)
0.82% more ownership
Funds ownership: 62.84% → 63.66% (+0.82%)
46% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$13.9M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$11.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.05M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$2.91M |
| 5 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$7.54M |
| 2 |
SW
Signify Wealth
Saint Louis,
Missouri
|
-$7.05M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.41M |
| 4 |
LPL Financial
San Diego,
California
|
-$6.03M |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$5.23M |
FTC Hedge Fund Activity: Q4 2021 in Review
176 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q4 2021, worth a combined $839M — up 6.6% from $786M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new FTC positions and 14 closed out — a net gain of 25 holders — while 37 added to existing stakes and 69 trimmed.
The largest buyer was IHT Wealth Management, adding an estimated $13.9M. The largest seller was GeoWealth Management, exiting entirely with an estimated $7.54M sold.
- 176 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q4 2021, up from 152 in Q3 2021.
- Funds reported $839M of First Trust Large Cap Growth AlphaDEX Fund stock for Q4 2021, up 6.6% quarter-over-quarter.
- 39 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q4 2021 and 14 closed out, a net change of +25 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q4 2021 was IHT Wealth Management, an estimated $13.9M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q4 2021 was GeoWealth Management, an estimated $7.54M sold.
Based on aggregated 13F filings for Q4 2021.