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First Trust Large Cap Growth AlphaDEX Fund

155 hedge funds and large institutions have $538M invested in First Trust Large Cap Growth AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.46% more ownership

Funds ownership: 63.01%63.47% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 168155 (-13)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

18% less capital invested

Capital invested by funds: $654M → $538M (-$116M)

50% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 26

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.05M

Holders
155
Holders Change
-13
Holders Change %
-7.74%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
53
Reduced
64
Closed
26
Calls
Puts
$1.05M
Net Calls
-$1.05M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$86.1M +$7.82M +81,632 +9%
LPL Financial
2
LPL Financial
California
$78.9M -$2.84M -29,629 -3%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$40.1M -$2.22M -23,184 -5%
UBS Group
4
UBS Group
Switzerland
$31.2M -$1.23M -12,839 -3%
Wells Fargo
5
Wells Fargo
California
$30.2M -$457K -4,775 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$24.1M +$2.73M +28,531 +12%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$20.6M +$5.32M +55,563 +31%
Bank of America
8
Bank of America
North Carolina
$20.5M -$2.1M -21,910 -9%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$17M +$64.1K +669 +0.3%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.27M +$344K +3,594 +4%
AWS
11
Atria Wealth Solutions
New York
$7.24M -$117K -1,225 -1%
DADC
12
D.A. Davidson & Co
Montana
$7.09M -$146K -1,523 -2%
CI
13
CX Institutional
Indiana
$6.9M +$7.5M +78,259 New
Truist Financial
14
Truist Financial
North Carolina
$6.83M +$745K +7,781 +11%
Stifel Financial
15
Stifel Financial
Missouri
$6.57M +$379K +3,960 +6%
USCWA
16
U.S. Capital Wealth Advisors
Texas
$6.34M +$6.59M +68,738 +2,139%
RJA
17
Raymond James & Associates
Florida
$5.67M -$11.3K -118 -0.2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.51M -$4M -41,761 -40%
KWM
19
Kingsview Wealth Management
Oregon
$5.46M +$1.15M +12,046 +24%
IA
20
IFP Advisors
Florida
$5.11M
FPWM
21
FSB Premier Wealth Management
Iowa
$5.1M -$79.2K -827 -1%
AAS
22
Avantax Advisory Services
Texas
$4.97M +$914K +9,542 +20%
IWM
23
IHT Wealth Management
Illinois
$4.46M -$132K -1,380 -3%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$3.98M +$584K +6,093 +16%
SPC
25
Sigma Planning Corp
Michigan
$3.29M +$521K +5,443 +17%

FTC Hedge Fund Activity: Q2 2022 in Review

155 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q2 2022, worth a combined $538M — down 18% from $654M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FTC and 13 opened new positions — a net loss of 13 holders — while 64 trimmed existing stakes and 53 added.

The largest buyer was Morgan Stanley, adding an estimated $7.82M. The largest seller was GeoWealth Management, exiting entirely with an estimated $16.5M sold.

  • 155 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q2 2022, down from 168 in Q1 2022.
  • Funds reported $538M of First Trust Large Cap Growth AlphaDEX Fund stock for Q2 2022, down 18% quarter-over-quarter.
  • 13 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q2 2022 and 26 closed out, a net change of -13 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q2 2022 was Morgan Stanley, an estimated $7.82M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q2 2022 was GeoWealth Management, an estimated $16.5M sold.

Based on aggregated 13F filings for Q2 2022.