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First Trust Large Cap Growth AlphaDEX Fund

193 hedge funds and large institutions have $707M invested in First Trust Large Cap Growth AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 85 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.04% less ownership

Funds ownership: 67.68%67.64% (-0.04%)

4% less funds holding

Funds holding: 200193 (-7)

7% less capital invested

Capital invested by funds: $758M → $707M (-$51.4M)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

52% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 85

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
193
Holders Change
-7
Holders Change %
-3.5%
% of All Funds
2.59%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
41
Reduced
85
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$96M -$13.2M -94,128 -11%
LPL Financial
2
LPL Financial
California
$90M -$4.03M -28,725 -4%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$58.8M +$1.51M +10,746 +2%
Wells Fargo
4
Wells Fargo
California
$57M +$2.05M +14,617 +3%
UBS Group
5
UBS Group
Switzerland
$34.7M -$235K -1,677 -0.6%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$30.2M +$15.7M +112,072 +95%
Raymond James Financial
7
Raymond James Financial
Florida
$25.6M -$915K -6,527 -3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$25.1M -$344K -2,457 -1%
First Trust Advisors
9
First Trust Advisors
Illinois
$24.1M -$355K -2,534 -1%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$20.9M +$1.27M +9,054 +6%
Bank of America
11
Bank of America
North Carolina
$19.7M -$232K -1,656 -1%
KWM
12
Kingsview Wealth Management
Oregon
$15.7M -$2.56M -18,235 -13%
CI
13
CX Institutional
Indiana
$12.3M +$5.03M +35,892 +62%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$9.55M -$453K -3,233 -4%
ECA
15
Elevation Capital Advisory
Oregon
$7.5M +$8M +57,087 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.15M -$34.1K -243 -0.4%
BEI
17
Benjamin Edwards Inc
Missouri
$6.06M +$442K +3,154 +7%
DADC
18
D.A. Davidson & Co
Montana
$5.49M -$651K -4,646 -10%
USCWA
19
U.S. Capital Wealth Advisors
Texas
$5.41M -$6.47M -46,177 -53%
AAS
20
Avantax Advisory Services
Texas
$4.55M -$1.77M -12,617 -27%
GIA
21
Gladstone Institutional Advisory
Florida
$4.52M +$3.92M +27,990 +434%
IWM
22
IHT Wealth Management
Illinois
$4.23M -$44K -314 -1%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.16M +$197K +1,407 +5%
Stifel Financial
24
Stifel Financial
Missouri
$4.07M -$167K -1,189 -4%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.6M +$893K +6,367 +30%

FTC Hedge Fund Activity: Q1 2025 in Review

193 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2025, worth a combined $707M — down 6.8% from $758M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FTC and 17 opened new positions — a net loss of 2 holders — while 85 trimmed existing stakes and 41 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $15.7M. The largest seller was Morgan Stanley, cutting an estimated $13.2M.

  • 193 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2025, down from 200 in Q4 2024.
  • Funds reported $707M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2025, down 6.8% quarter-over-quarter.
  • 17 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2025 and 19 closed out, a net change of -2 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2025 was Cambridge Investment Research Advisors, an estimated $15.7M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2025 was Morgan Stanley, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2025.