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First Trust Large Cap Growth AlphaDEX Fund

224 hedge funds and large institutions have $960M invested in First Trust Large Cap Growth AlphaDEX Fund in 2026 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 84 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,696% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $136K

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more capital invested

Capital invested by funds: $781M → $960M (+$179M)

8% more funds holding

Funds holding: 207224 (+17)

0.56% more ownership

Funds ownership: 67.53%68.09% (+0.56%)

40% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 84

Holders
224
Holders Change
+17
Holders Change %
+8.21%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
30
Increased
50
Reduced
84
Closed
8
Calls
$2.44M
Puts
$136K
Net Calls
+$2.31M
Net Calls Change
+$302K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$139M +$4.15M +23,486 +3%
LPL Financial
2
LPL Financial
California
$130M -$1.17M -6,610 -1%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$85.3M -$1.03M -5,847 -1%
Wells Fargo
4
Wells Fargo
California
$65.6M -$14.9M -84,368 -20%
UBS Group
5
UBS Group
Switzerland
$43.7M +$859K +4,862 +2%
Raymond James Financial
6
Raymond James Financial
Florida
$32.8M -$6.9M -39,050 -19%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$29.6M +$213K +1,207 +0.8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$29.4M -$1.01M -5,687 -4%
Bank of America
9
Bank of America
North Carolina
$26.2M -$804K -4,547 -3%
CI
10
CX Institutional
Indiana
$21.2M -$804K -4,550 -4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$18.5M +$154K +873 +0.9%
KWM
12
Kingsview Wealth Management
Oregon
$18.3M -$311K -1,762 -2%
BEI
13
Benjamin Edwards Inc
Missouri
$15.4M +$2.97M +16,808 +27%
Stifel Financial
14
Stifel Financial
Missouri
$14.1M +$2.54M +14,369 +25%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$13.8M -$3.78M -21,411 -23%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$13.2M -$67.5K -382 -0.6%
P
17
&Partners
Tennessee
$11.7M +$11.2M +63,516 +2,063%
AAP
18
Arax Advisory Partners
Colorado
$9.26M +$8.42M +47,615 +29,759%
HI
19
Harbour Investments
Wisconsin
$9.1M -$55.9K -316 -0.7%
DADC
20
D.A. Davidson & Co
Montana
$7.31M -$2.47K -14 -0%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$7.27M +$41.4K +234 +0.6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$7.01M +$443K +2,506 +7%
VF
23
Virtu Financial
New York
$6.89M -$740K -4,186 -11%
IWC
24
Integrated Wealth Concepts
Massachusetts
$6.8M +$4.74M +26,791 +322%
First Trust Advisors
25
First Trust Advisors
Illinois
$6.03M -$140K -792 -2%

FTC Hedge Fund Activity: Q2 2026 in Review

224 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q2 2026, worth a combined $960M — up 23% from $781M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FTC positions and 8 closed out — a net gain of 22 holders — while 50 added to existing stakes and 84 trimmed.

The largest buyer was &Partners, adding an estimated $11.2M. The largest seller was Wells Fargo, cutting an estimated $14.9M.

  • 224 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q2 2026, up from 207 in Q1 2026.
  • Funds reported $960M of First Trust Large Cap Growth AlphaDEX Fund stock for Q2 2026, up 23% quarter-over-quarter.
  • 30 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q2 2026 and 8 closed out, a net change of +22 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q2 2026 was &Partners, an estimated $11.2M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q2 2026 was Wells Fargo, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2026.