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First Trust Large Cap Growth AlphaDEX Fund
FTC

197 hedge funds and large institutions have $854M invested in First Trust Large Cap Growth AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 61 increasing their positions, 71 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,250% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $16K

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $808M → $854M (+$45.3M)

1% less funds holding

Funds holding: 198 → 197 (-1)

0.51% less ownership

Funds ownership: 68.21% → 67.7% (-0.51%)

14% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 71

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
197
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
61
Reduced
71
Closed
9
Calls
$1.98M
Puts
$16K
Net Calls
+$1.96M
Net Calls Change
+$43K

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.13M
2
LPL Financial
LPL Financial
California
+$4.95M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.24M
4
FFA
Farther Finance Advisors
California
+$1.78M
5
KF
Krilogy Financial
Missouri
+$1.49M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.18M
2
Raymond James Financial
Raymond James Financial
Florida
-$3.84M
3
Two Sigma Investments
Two Sigma Investments
New York
-$3.59M
4
Goldman Sachs
Goldman Sachs
New York
-$3.52M
5
VAS
Vestmark Advisory Solutions
Massachusetts
-$3.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$121M -$5.18M -33,229 -4%
LPL Financial
2
LPL Financial
California
$113M +$4.95M +31,745 +5%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$70.9M -$282K -1,805 -0.4%
Wells Fargo
4
Wells Fargo
California
$67.4M -$1.21M -7,735 -2%
Raymond James Financial
5
Raymond James Financial
Florida
$39.1M -$3.84M -24,636 -9%
UBS Group
6
UBS Group
Switzerland
$37.3M -$908K -5,817 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$30.9M +$89.4K +573 +0.3%
First Trust Advisors
8
First Trust Advisors
Illinois
$27.9M -$442K -2,833 -2%
Bank of America
9
Bank of America
North Carolina
$24.2M -$526K -3,373 -2%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$23.8M +$384K +2,464 +2%
KWM
11
Kingsview Wealth Management
Oregon
$17.9M -$713K -4,567 -4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$17.4M +$6.13M +39,264 +57%
CI
13
CX Institutional
Indiana
$16.9M -$1.55M -9,944 -9%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$16M +$3.24M +20,747 +26%
BEI
15
Benjamin Edwards Inc
Missouri
$10.1M +$277K +1,775 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$9.97M +$1.34M +8,590 +16%
VF
17
Virtu Financial
New York
$7M +$93.3K +598 +1%
USCWA
18
U.S. Capital Wealth Advisors
Texas
$6.66M +$14.7K +94 +0.2%
DADC
19
D.A. Davidson & Co
Montana
$6.47M -$105K -673 -2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$6.04M +$448K +2,870 +8%
Osaic Holdings
21
Osaic Holdings
Arizona
$5.77M +$353K +2,264 +7%
Stifel Financial
22
Stifel Financial
Missouri
$5.3M +$755K +4,839 +17%
IWM
23
IHT Wealth Management
Illinois
$4.87M -$163K -1,045 -3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.84M -$193K -1,240 -4%
RAS
25
RPS Advisory Solutions
Kentucky
$4.74M +$277K +1,777 +6%
1
2 3 4 5

FTC Hedge Fund Activity: Q3 2025 in Review

197 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q3 2025, worth a combined $854M — up 5.6% from $808M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FTC positions and 9 closed out — a net gain of 3 holders — while 61 added to existing stakes and 71 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $6.13M. The largest seller was Morgan Stanley, cutting an estimated $5.18M.

  • 197 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q3 2025, down from 198 in Q2 2025.
  • Funds reported $854M of First Trust Large Cap Growth AlphaDEX Fund stock for Q3 2025, up 5.6% quarter-over-quarter.
  • 12 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q3 2025 and 9 closed out, a net change of +3 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q3 2025 was Cambridge Investment Research Advisors, an estimated $6.13M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q3 2025 was Morgan Stanley, an estimated $5.18M sold.

Based on aggregated 13F filings for Q3 2025.