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

First Trust Large Cap Growth AlphaDEX Fund logo
$162.35 -0.63 (-0.39%)
As of 12:33 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)
100
Total
Institutional Inflows
(last 12 months)
$311.48M
Number of
Institutional Sellers
(last 12 months)
111
Total
Institutional Outflows
(last 12 months)
$171.01M
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FTC Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.34,206$5.16M0.0%+25.0%0.436%
8/19/2025Asset Dedication LLC1,083$164K0.0%+124.2%0.014%
8/18/2025Geneos Wealth Management Inc.8,323$1.26M0.0%+74.0%0.106%
8/15/2025FSB Premier Wealth Management Inc.16,248$2.45M0.9%-8.3%0.207%
8/15/2025Two Sigma Securities LLC1,760$266K0.0%N/A0.022%
8/15/2025Snowden Capital Advisors LLC14,723$2.22M0.1%-0.9%0.188%
8/15/2025MML Investors Services LLC11,293$1.71M0.0%+2.2%0.144%
8/15/2025IHT Wealth Management LLC31,337$4.73M0.1%-2.6%0.399%
8/15/2025Benjamin Edwards Inc.61,314$9.26M0.1%+33.0%0.781%
8/15/2025Bank of America Corp DE154,077$23.26M0.0%+2.8%1.963%
8/15/2025Ameriprise Financial Inc.22,650$3.42M0.0%+502.2%0.289%
8/14/2025Raymond James Financial Inc.268,160$40.48M0.0%+37.8%3.416%
8/14/2025Transamerica Financial Advisors LLC8,569$1.29M0.1%-11.4%0.109%
8/14/2025NewEdge Advisors LLC4,440$670K0.0%+55.5%0.057%
8/13/2025StoneX Group Inc.5,771$871K0.0%-13.5%0.074%
8/13/2025Cresset Asset Management LLC6,664$1.01M0.0%-2.9%0.085%
8/13/2025Gateway Wealth Partners LLC5,966$901K0.2%+40.9%0.076%
8/13/2025Baird Financial Group Inc.145,646$21.99M0.0%-8.2%1.855%
8/13/2025First Trust Advisors LP176,699$26.68M0.0%-3.5%2.251%
8/13/2025Northwestern Mutual Wealth Management Co.34,721$5.24M0.0%+9.6%0.442%
8/12/2025Richmond Investment Services LLC7,776$1.17M0.2%+98.3%0.099%
8/12/2025Global Retirement Partners LLC2,406$363K0.0%N/A0.031%
8/11/2025Western Wealth Management LLC21,463$3.24M0.2%-9.2%0.273%
8/8/2025Kingsview Wealth Management LLC116,224$17.55M0.3%-3.0%1.481%
8/8/2025Horizon Family Wealth Inc.10,232$1.55M0.9%-9.1%0.130%
8/8/2025Avantax Advisory Services Inc.28,228$4.26M0.0%-18.5%0.360%
8/8/2025WealthTrust Asset Management LLC1,377$208K0.2%-28.4%0.018%
8/8/2025Cetera Investment Advisers78,709$11.88M0.0%+8.3%1.003%
8/8/2025Creative Planning6,058$915K0.0%-28.6%0.077%
8/8/2025Foundations Investment Advisors LLC1,839$278K0.0%-79.2%0.023%
8/8/2025PNC Financial Services Group Inc.1,279$193K0.0%-5.5%0.016%
8/8/2025Beck Bode LLC11,005$1.66M0.3%-28.0%0.140%
8/7/2025PFG Advisors3,353$506K0.0%-7.2%0.043%
8/6/2025AE Wealth Management LLC2,070$313K0.0%-12.8%0.026%
8/6/2025Vestmark Advisory Solutions Inc.38,022$5.74M0.1%+79.4%0.484%
8/6/2025RPS Advisory Solutions LLC27,716$4.18M2.3%N/A0.353%
8/6/2025Stonebridge Financial Planning Group LLC6,405$967K0.4%-3.0%0.082%
8/5/2025HFG Advisors Inc.19,406$2.93M2.3%+3.4%0.247%
8/5/2025Sigma Planning Corp4,849$732K0.0%-6.3%0.062%
8/5/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors12,545$1.89M0.2%-2.3%0.160%
8/4/2025IFG Advisory LLC4,736$715K0.0%+53.3%0.060%
8/4/2025Assetmark Inc.1,923$290K0.0%-32.7%0.024%
8/4/2025Spire Wealth Management354$53K0.0%-78.6%0.005%
8/4/2025Arkadios Wealth Advisors5,097$769K0.0%-1.5%0.065%
8/1/2025Ashton Thomas Private Wealth LLC5,167$780K0.0%-11.5%0.066%
8/1/2025Envestnet Asset Management Inc.31,374$4.74M0.0%+20.5%0.400%
7/30/2025BlueChip Wealth Advisors LLC1,426$215K0.1%N/A0.018%
7/30/2025D.A. Davidson & CO.40,934$6.18M0.0%-2.1%0.521%
7/30/2025Greenup Street Wealth Management LLC24,626$3.72M0.6%+8.2%0.314%
7/29/2025Spirit of America Management Corp NY1,207$185K0.0%-9.8%0.015%
7/29/2025Stratos Wealth Partners LTD.13,492$2.04M0.0%-8.7%0.172%
7/28/2025Cushing Capital Partners LLC1,355$205K0.2%N/A0.017%
7/28/2025Harbour Investments Inc.29,260$4.42M0.1%+28.6%0.373%
7/28/2025Cypress Wealth Services LLC2,246$339K0.1%-8.3%0.029%
7/25/2025Envestnet Portfolio Solutions Inc.4,674$706K0.0%-5.5%0.060%
7/25/2025Apollon Wealth Management LLC12,793$1.93M0.0%-8.3%0.163%
7/24/2025IFP Advisors Inc21,162$3.20M0.1%+1.4%0.270%
7/24/2025US Bancorp DE3,729$563K0.0%+2.2%0.048%
7/23/2025RiverTree Advisors LLC16,212$2.45M1.6%N/A0.207%
7/23/2025REAP Financial Group LLC324$49K0.0%-40.3%0.004%
7/23/2025BankPlus Trust Department305$46K0.0%N/A0.004%
7/22/2025Global Assets Advisory LLC5,029$752K0.3%-66.7%0.064%
7/22/2025Wealthcare Advisory Partners LLC7,157$1.08M0.0%+45.3%0.091%
7/22/2025Strid Group LLC2,509$379K0.1%-17.5%0.032%
7/21/2025Hilltop National Bank688$104K0.0%N/A0.009%
7/18/2025Truist Financial Corp11,205$1.69M0.0%-5.5%0.143%
7/17/2025G&S Capital LLC7,161$1.08M0.4%+1.0%0.091%
7/17/2025LexAurum Advisors LLC1,595$241K0.0%N/A0.020%
7/17/2025Janney Montgomery Scott LLC443,362$66.93M0.2%-1.0%5.648%
7/17/2025Fifth Third Securities Inc.5,530$835K0.1%-38.9%0.070%
7/16/2025CX Institutional114,984$17.36M0.6%+22.4%1.465%
7/15/2025Boyce & Associates Wealth Consulting Inc.4,022$611K0.6%+17.6%0.051%
7/14/2025U.S. Capital Wealth Advisors LLC41,381$6.25M0.2%+0.5%0.527%
7/14/2025Flagstar Advisors Inc.2,748$415K0.1%-21.0%0.035%
7/11/2025Farther Finance Advisors LLC418$63K0.0%-95.6%0.005%
7/11/2025CX Institutional114,984$17.36M0.6%+22.4%1.465%
7/10/2025Wealth Enhancement Advisory Services LLC3,144$477K0.0%+24.5%0.040%
7/10/2025Focus Financial Network Inc.5,493$829K0.0%-3.4%0.070%
7/8/2025NBC 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%
5/16/2025Ashton 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%
5/15/2025Beck 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%
5/13/2025Vestmark 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%
5/13/2025Elevation Capital Advisory LLC57,087$7.50M3.3%N/A0.732%
5/12/2025C2P 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%
5/9/2025Atria Wealth Solutions Inc.2,304$303K0.0%-58.1%0.030%
(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, 211 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), Raymond James Financial Inc. ($40.48M), Cambridge Investment Research Advisors Inc. ($30.22M), UBS Group AG ($29.83M), and First Trust Advisors LP ($26.68M).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 152 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), Raymond James Financial Inc. ($475.75K), Janney Montgomery Scott LLC ($447.86K), Commonwealth Equity Services LLC ($140.62K), 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 2,298,432 shares in the last 24 months. This purchase volume represents approximately $311.48M 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 1,247,314 shares in the last 24 months. This volume of shares sold represents approximately $171.01M in transactions.


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This page (NASDAQ:FTC) was last updated on 10/9/2025 by MarketBeat.com Staff
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