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First Trust Large Cap Growth AlphaDEX Fund

194 hedge funds and large institutions have $751M invested in First Trust Large Cap Growth AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 83 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,615% more call options, than puts

Call options by funds: $223K | Put options by funds: $13K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

8% more capital invested

Capital invested by funds: $693M → $751M (+$57.3M)

2% more funds holding

Funds holding: 191194 (+3)

1.35% more ownership

Funds ownership: 63.17%64.52% (+1.3%)

37% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 83

Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
52
Reduced
83
Closed
13
Calls
$223K
Puts
$13K
Net Calls
+$210K
Net Calls Change
+$210K

FTC Hedge Fund Activity: Q3 2024 in Review

194 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q3 2024, worth a combined $751M — up 8.3% from $693M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FTC positions and 13 closed out — a net gain of 6 holders — while 52 added to existing stakes and 83 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $53.5M. The largest seller was Envestnet Asset Management, cutting an estimated $18.5M.

  • 194 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q3 2024, up from 191 in Q2 2024.
  • Funds reported $751M of First Trust Large Cap Growth AlphaDEX Fund stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 19 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q3 2024 and 13 closed out, a net change of +6 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q3 2024 was Janney Montgomery Scott, an estimated $53.5M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q3 2024 was Envestnet Asset Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2024.