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First Trust Large Cap Growth AlphaDEX Fund (FTC) Institutional Ownership

First Trust Large Cap Growth AlphaDEX Fund logo
$155.22 -0.43 (-0.28%)
Closing price 08/8/2025 03:59 PM Eastern
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$155.22 0.00 (0.00%)
As of 08/8/2025 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Large Cap Growth AlphaDEX Fund (NASDAQ:FTC)

Number of
Institutional Buyers
(last 12 months)
98
Total
Institutional Inflows
(last 12 months)
$298.23M
Number of
Institutional Sellers
(last 12 months)
111
Total
Institutional Outflows
(last 12 months)
$168.80M
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FTC Institutional Buying and Selling by Quarter

First Trust Large Cap Growth AlphaDEX Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Kingsview Wealth Management LLC116,224$17.55M0.3%-3.0%1.481%
8/8/2025 Horizon Family Wealth Inc.10,232$1.55M0.9%-9.1%0.130%
8/8/2025 Avantax Advisory Services Inc.28,228$4.26M0.0%-18.5%0.360%
8/8/2025 WealthTrust Asset Management LLC1,377$208K0.2%-28.4%0.018%
8/8/2025 Cetera Investment Advisers78,709$11.88M0.0%+8.3%1.003%
8/8/2025 Creative Planning6,058$915K0.0%-28.6%0.077%
8/8/2025 Foundations Investment Advisors LLC1,839$278K0.0%-79.2%0.023%
8/8/2025 PNC Financial Services Group Inc.1,279$193K0.0%-5.5%0.016%
8/8/2025 Beck Bode LLC11,005$1.66M0.3%-28.0%0.140%
8/7/2025 PFG Advisors3,353$506K0.0%-7.2%0.043%
8/6/2025 AE Wealth Management LLC2,070$313K0.0%-12.8%0.026%
8/6/2025 Vestmark Advisory Solutions Inc.38,022$5.74M0.1%+79.4%0.484%
8/6/2025 RPS Advisory Solutions LLC27,716$4.18M2.3%N/A0.353%
8/6/2025 Stonebridge Financial Planning Group LLC6,405$967K0.4%-3.0%0.082%
8/5/2025 HFG Advisors Inc.19,406$2.93M2.3%+3.4%0.247%
8/5/2025 Sigma Planning Corp4,849$732K0.0%-6.3%0.062%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors12,545$1.89M0.2%-2.3%0.160%
8/4/2025 IFG Advisory LLC4,736$715K0.0%+53.3%0.060%
8/4/2025 Assetmark Inc.1,923$290K0.0%-32.7%0.024%
8/4/2025 Spire Wealth Management354$53K0.0%-78.6%0.005%
8/4/2025 Arkadios Wealth Advisors5,097$769K0.0%-1.5%0.065%
8/1/2025 Ashton Thomas Private Wealth LLC5,167$780K0.0%-11.5%0.066%
8/1/2025 Envestnet Asset Management Inc.31,374$4.74M0.0%+20.5%0.400%
7/30/2025 BlueChip Wealth Advisors LLC1,426$215K0.1%N/A0.018%
7/30/2025 D.A. Davidson & CO.40,934$6.18M0.0%-2.1%0.521%
7/30/2025 Greenup Street Wealth Management LLC24,626$3.72M0.6%+8.2%0.314%
7/29/2025 Spirit of America Management Corp NY1,207$185K0.0%-9.8%0.015%
7/29/2025 Stratos Wealth Partners LTD.13,492$2.04M0.0%-8.7%0.172%
7/28/2025 Cushing Capital Partners LLC1,355$205K0.2%N/A0.017%
7/28/2025 Harbour Investments Inc.29,260$4.42M0.1%+28.6%0.373%
7/28/2025 Cypress Wealth Services LLC2,246$339K0.1%-8.3%0.029%
7/25/2025 Envestnet Portfolio Solutions Inc.4,674$706K0.0%-5.5%0.060%
7/25/2025 Apollon Wealth Management LLC12,793$1.93M0.0%-8.3%0.163%
7/24/2025 IFP Advisors Inc21,162$3.20M0.1%+1.4%0.270%
7/24/2025 US Bancorp DE3,729$563K0.0%+2.2%0.048%
7/23/2025 RiverTree Advisors LLC16,212$2.45M1.6%N/A0.207%
7/23/2025 REAP Financial Group LLC324$49K0.0%-40.3%0.004%
7/23/2025 BankPlus Trust Department305$46K0.0%N/A0.004%
7/22/2025 Global Assets Advisory LLC5,029$752K0.3%-66.7%0.064%
7/22/2025 Wealthcare Advisory Partners LLC7,157$1.08M0.0%+45.3%0.091%
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7/22/2025 Strid Group LLC2,509$379K0.1%-17.5%0.032%
7/21/2025 Hilltop National Bank688$104K0.0%N/A0.009%
7/18/2025 Truist Financial Corp11,205$1.69M0.0%-5.5%0.143%
7/17/2025 G&S Capital LLC7,161$1.08M0.4%+1.0%0.091%
7/17/2025 LexAurum Advisors LLC1,595$241K0.0%N/A0.020%
7/17/2025 Janney Montgomery Scott LLC443,362$66.93M0.2%-1.0%5.648%
7/17/2025 Fifth Third Securities Inc.5,530$835K0.1%-38.9%0.070%
7/16/2025 CX Institutional114,984$17.36M0.6%+22.4%1.465%
7/15/2025 Boyce & Associates Wealth Consulting Inc.4,022$611K0.6%+17.6%0.051%
7/14/2025 U.S. Capital Wealth Advisors LLC41,381$6.25M0.2%+0.5%0.527%
7/14/2025 Flagstar Advisors Inc.2,748$415K0.1%-21.0%0.035%
7/11/2025 Farther Finance Advisors LLC418$63K0.0%-95.6%0.005%
7/11/2025 CX Institutional114,984$17.36M0.6%+22.4%1.465%
7/10/2025 Wealth Enhancement Advisory Services LLC3,144$477K0.0%+24.5%0.040%
7/10/2025 Focus Financial Network Inc.5,493$829K0.0%-3.4%0.070%
7/8/2025 NBC Securities Inc.13,863$2.09M0.2%+33.7%0.175%
5/19/2025Jane Street Group LLC12,693$1.67M0.0%-74.8%0.163%
5/16/2025 Ashton Thomas Private Wealth LLC5,838$767K0.0%-2.5%0.075%
5/16/2025Goldman Sachs Group Inc.17,531$2.30M0.0%-42.1%0.225%
5/16/2025NewEdge Advisors LLC2,856$375K0.0%-12.8%0.037%
5/16/2025Integrated Wealth Concepts LLC10,517$1.38M0.0%+1.6%0.135%
5/15/2025Royal Bank of Canada54,436$7.15M0.0%-0.4%0.698%
5/15/2025Baird Financial Group Inc.158,701$20.85M0.0%+6.1%2.035%
5/15/2025 Beck Bode LLC15,276$2.01M0.4%-12.7%0.196%
5/14/2025Transamerica Financial Advisors LLC9,672$1.27M0.1%-4.3%0.124%
5/14/2025Comerica Bank6,662$875K0.0%-1.7%0.085%
5/14/2025Northwestern Mutual Wealth Management Co.31,681$4.16M0.0%+4.6%0.406%
5/14/2025Kestra Advisory Services LLC10,970$1.44M0.0%-9.2%0.141%
5/13/2025Tyler Stone Wealth Management6,475$851K0.2%-3.4%0.083%
5/13/2025Raymond James Financial Inc.194,542$25.56M0.0%-3.2%2.494%
5/13/2025 Vestmark Advisory Solutions Inc.21,193$2.79M0.1%-8.3%0.272%
5/13/2025HighTower Advisors LLC8,886$1.17M0.0%+1.7%0.114%
5/13/2025 Elevation Capital Advisory LLC57,087$7.50M3.3%N/A0.732%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors12,838$1.71M0.1%N/A0.165%
5/12/2025Virtu Financial LLC23,298$3.06M0.2%N/A0.299%
5/12/2025Benjamin Edwards Inc.46,097$6.06M0.1%+7.3%0.591%
5/9/2025 Atria Wealth Solutions Inc.2,304$303K0.0%-58.1%0.030%
5/9/2025 Commonwealth Equity Services LLC190,933$25.09M0.0%-1.3%2.448%
5/9/2025 PNC Financial Services Group Inc.1,354$178K0.0%-9.1%0.017%
5/8/2025 IFG Advisory LLC3,089$406K0.0%-32.1%0.040%
5/8/2025 US Bancorp DE3,649$479K0.0%-2.4%0.047%
5/8/2025 Harbour Investments Inc.22,745$2.99M0.1%-6.1%0.292%
5/8/2025Natixis Advisors LLC11,947$1.57M0.0%-10.5%0.153%
5/8/2025FSB Premier Wealth Management Inc.17,711$2.33M0.9%-17.9%0.227%
5/7/2025 Foundations Investment Advisors LLC8,855$1.16M0.0%+297.4%0.114%
5/7/2025LPL Financial LLC685,271$90.05M0.0%-4.0%8.786%
5/6/2025 Assetmark Inc.2,859$376K0.0%+13.2%0.037%
5/6/2025 Cetera Investment Advisers72,689$9.55M0.0%-4.3%0.932%
5/6/2025 Avantax Advisory Services Inc.34,634$4.55M0.0%-26.7%0.444%
5/6/2025 AE Wealth Management LLC2,374$312K0.0%-11.5%0.030%
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5/6/2025 Wedbush Securities Inc.2,166$285K0.0%-4.4%0.028%
5/5/2025 IFP Advisors Inc20,860$2.74M0.1%-15.8%0.267%
5/5/2025 Kestra Private Wealth Services LLC6,364$836K0.0%-1.6%0.082%
5/5/2025Private Advisor Group LLC18,296$2.40M0.0%-13.5%0.235%
5/2/2025 Kingsview Wealth Management LLC119,821$15.75M0.3%-13.2%1.536%
5/2/2025 Cullen Frost Bankers Inc.1,820$239K0.0%N/A0.023%
5/2/2025 Boyce & Associates Wealth Consulting Inc.3,421$449K0.4%-3.1%0.044%
5/2/2025 Apollon Wealth Management LLC13,944$1.83M0.0%-8.1%0.179%
5/2/2025 Sigma Planning Corp5,177$680K0.0%+22.0%0.066%
5/1/2025 Fifth Third Securities Inc.9,049$1.19M0.1%+6.5%0.116%
(Data available from 1/1/2016 forward)

FTC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTC shares?

During the previous two years, 209 institutional investors and hedge funds held shares of First Trust Large Cap Growth AlphaDEX Fund. The most heavily invested institutionals were LPL Financial LLC ($90.05M), Janney Montgomery Scott LLC ($66.93M), Wells Fargo & Company MN ($57.98M), Cambridge Investment Research Advisors Inc. ($30.22M), UBS Group AG ($29.83M), First Trust Advisors LP ($25.66M), and Raymond James Financial Inc. ($25.56M).Learn more on First Trust Large Cap Growth AlphaDEX Fund's institutional investors.

Which institutional investors have been buying First Trust Large Cap Growth AlphaDEX Fund's stock?

Of the 147 institutional investors that purchased First Trust Large Cap Growth AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($836.47K), Global Assets Advisory LLC ($642.09K), Janney Montgomery Scott LLC ($447.86K), Raymond James Financial Inc. ($402.14K), Commonwealth Equity Services LLC ($151.84K), CX Institutional ($130.71K), and Raymond James Financial Services Advisors Inc. ($127.88K).

How much institutional buying is happening at First Trust Large Cap Growth AlphaDEX Fund?

Institutional investors have bought a total of 2,222,025 shares in the last 24 months. This purchase volume represents approximately $298.23M in transactions.

Which of First Trust Large Cap Growth AlphaDEX Fund's major shareholders have been selling company stock?

Of the 111 institutional investors that sold First Trust Large Cap Growth AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($518.32K), LPL Financial LLC ($72.14K), Kingsview Wealth Management LLC ($64.70K), U.S. Capital Wealth Advisors LLC ($46.63K), Assetmark Inc. ($38.51K), Jane Street Group LLC ($37.65K), and Avantax Advisory Services Inc. ($30.38K).

How much institutional selling is happening at First Trust Large Cap Growth AlphaDEX Fund?

Institutional investors have sold a total of 1,235,209 shares in the last 24 months. This volume of shares sold represents approximately $168.80M in transactions.



This page (NASDAQ:FTC) was last updated on 8/10/2025 by MarketBeat.com Staff
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