First Trust Large Cap Growth AlphaDEX Fund
193 hedge funds and large institutions have $697M invested in First Trust Large Cap Growth AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 91 reducing their positions, and 16 closing their positions.
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
6% more funds holding
Funds holding: 182 → 193 (+11)
0% more capital invested
Capital invested by funds: $697M → $697M (+$135K)
2.25% less ownership
Funds ownership: 69.95% → 67.71% (-2.2%)
45% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 91
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$12.9M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$4.46M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.15M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.86M |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$28.5M |
| 2 |
Morgan Stanley
New York
|
-$13.8M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$8.93M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$7.4M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$6.59M |
FTC Hedge Fund Activity: Q4 2023 in Review
193 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q4 2023, worth a combined $697M — up 0.02% from $697M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FTC positions and 16 closed out — a net gain of 12 holders — while 50 added to existing stakes and 91 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $12.9M. The largest seller was First Trust Advisors, cutting an estimated $28.5M.
- 193 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q4 2023, up from 182 in Q3 2023.
- Funds reported $697M of First Trust Large Cap Growth AlphaDEX Fund stock for Q4 2023, up 0.02% quarter-over-quarter.
- 28 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q4 2023 and 16 closed out, a net change of +12 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q4 2023 was Raymond James Financial Services Advisors, an estimated $12.9M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q4 2023 was First Trust Advisors, an estimated $28.5M sold.
Based on aggregated 13F filings for Q4 2023.