First Trust Large Cap Growth AlphaDEX Fund
192 hedge funds and large institutions have $788M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 85 reducing their positions, and 17 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
13% more capital invested
Capital invested by funds: $697M → $788M (+$91.3M)
1.83% more ownership
Funds ownership: 67.71% → 69.54% (+1.8%)
6% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 17
1% less funds holding
Funds holding: 193 → 192 (-1)
33% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 85
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$21.2M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$14.4M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$12M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$8.45M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$8.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$17M |
| 2 |
LPL Financial
San Diego,
California
|
-$16.7M |
| 3 |
AT
Arden Trust
Wilmington,
Delaware
|
-$10.8M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.33M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$3.7M |
FTC Hedge Fund Activity: Q1 2024 in Review
192 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2024, worth a combined $788M — up 13% from $697M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FTC positions and 17 closed out — a net gain of 1 holder — while 57 added to existing stakes and 85 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $21.2M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $17M.
- 192 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2024, down from 193 in Q4 2023.
- Funds reported $788M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2024, up 13% quarter-over-quarter.
- 18 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2024 and 17 closed out, a net change of +1 holder.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2024 was First Trust Advisors, an estimated $21.2M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $17M sold.
Based on aggregated 13F filings for Q1 2024.