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

First Trust Large Cap Growth AlphaDEX Fund logo
$176.74 -2.14 (-1.20%)
Closing price 03:58 PM Eastern
Extended Trading
$172.19 -4.55 (-2.57%)
As of 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
$91.57M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$78.06M
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Skip Chart & View Institutional Buying and Selling Data

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
7/10/2026 Wealthcare Advisory Partners LLC19,163$3.71M0.1%+16.2%0.259%
7/7/2026 CoreCap Advisors LLC7,584$1.47M0.0%-4.6%0.103%
7/6/2026 Private Client Services LLC1,100$213K0.1%N/A0.015%
7/2/2026 CX Institutional109,235$21.17M0.6%-4.0%1.486%
6/3/2026Parallel Advisors LLC2,877$443K0.0%N/A0.039%
6/3/2026NewEdge Advisors LLC9,166$1.41M0.0%-19.1%0.124%
5/19/2026Western Wealth Management LLC17,950$2.77M0.1%-4.4%0.243%
5/19/2026NewEdge Advisors LLC6,510$1.00M0.0%-42.6%0.088%
5/19/2026Bank of America Corp DE139,549$21.51M0.0%-3.3%1.886%
5/19/2026Arkadios Wealth Advisors5,399$832K0.0%+2.6%0.073%
5/19/2026 IFS Group LLC14,405$2.22M2.0%N/A0.195%
5/18/2026Royal Bank of Canada68,493$10.56M0.0%+1.8%0.926%
5/15/2026Gateway Wealth Partners LLC31,138$4.80M0.2%+97.1%0.421%
5/13/2026Cetera Investment Advisers94,527$14.57M0.0%-2.1%1.277%
5/13/2026Clearwater Capital Advisors LLC5,874$905K0.1%+2.1%0.079%
5/13/2026First Trust Advisors LP31,929$4.92M0.0%-81.3%0.431%
5/7/2026Parallel Advisors LLC2,877$443K0.0%N/A0.039%
5/7/2026WealthTrust Asset Management LLC1,898$293K0.2%+37.8%0.026%
5/6/2026Assetmark Inc.2,325$358K0.0%-5.6%0.031%
5/6/2026 Independent Financial Group LLC5,596$863K0.0%N/A0.076%
5/5/2026D.A. Davidson & CO.37,747$5.82M0.0%-0.9%0.510%
5/5/2026Three Seasons Wealth LLC7,197$1.11M0.4%-6.0%0.097%
5/5/2026Geneos Wealth Management Inc.7,725$1.19M0.0%-1.9%0.104%
5/5/2026Sigma Planning Corp4,857$749K0.0%-2.3%0.066%
5/2/2026 International Assets Investment Management LLC2,041$319K0.0%-5.2%0.028%
5/1/2026Fifth Third Bancorp6,662$1.03M0.0%N/A0.090%
4/30/2026Kestra Advisory Services LLC11,470$1.77M0.0%+1.8%0.155%
4/30/2026Money Concepts Capital Corp10,235$1.58M0.1%-7.7%0.138%
4/29/2026Richmond Investment Services LLC6,976$1.08M0.2%-5.1%0.094%
4/28/2026 LVZ Inc.27,328$4.21M0.5%+17.2%0.369%
4/28/2026 QRG Capital Management Inc.1,987$306K0.0%N/A0.027%
4/27/2026Private Advisor Group LLC21,073$3.25M0.0%-2.7%0.285%
4/23/2026Pinnacle Bancorp Inc.378$58K0.0%-24.4%0.005%
4/23/2026 Apollon Wealth Management LLC8,250$1.27M0.0%-27.5%0.111%
4/22/2026Janney Montgomery Scott LLC445,998$68.75M0.2%+0.2%6.027%
4/21/2026 Independent Wealth Network Inc.2,399$370K0.1%N/A0.032%
4/20/2026Kestra Private Wealth Services LLC5,973$921K0.0%-14.1%0.081%
4/20/2026Greenup Street Wealth Management LLC24,276$3.74M0.5%+1.6%0.328%
4/20/2026 RFG Advisory LLC8,485$1.31M0.0%+547.2%0.115%
4/16/2026Founders Financial Securities LLC1,224$200K0.0%-49.6%0.017%
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4/16/2026 Redstone Wealth Management LLC1,990$307K0.2%-14.6%0.027%
3/17/2026Rockefeller Capital Management L.P.19,621$3.14M0.0%+7.2%0.250%
2/18/2026NewEdge Advisors LLC11,334$1.81M0.0%+185.6%0.144%
2/18/2026Zacks Investment Management2,116$338K0.0%N/A0.027%
2/18/2026IHT Wealth Management LLC27,725$4.43M0.1%-8.5%0.353%
2/17/2026Cetera Investment Advisers96,581$15.44M0.0%-2.9%1.230%
2/17/2026Equitable Holdings Inc.19,017$3.04M0.0%-1.0%0.242%
2/17/2026Osaic Holdings Inc.40,021$6.40M0.0%+9.7%0.510%
2/17/2026Advisory Services Network LLC1,547$247K0.0%-4.4%0.020%
2/17/2026Private Advisor Group LLC21,647$3.46M0.0%+4.2%0.276%
2/17/2026&PARTNERS3,747$599K0.0%+2.1%0.048%
2/17/2026Blair William & Co. IL1,275$204K0.0%-19.0%0.016%
2/17/2026Royal Bank of Canada67,298$10.76M0.0%+8.4%0.857%
2/16/2026MML Investors Services LLC8,617$1.38M0.0%-8.5%0.110%
2/16/2026Mariner LLC4,904$784K0.0%-3.9%0.062%
2/16/2026Arax Advisory Partners160$26K0.0%N/A0.002%
2/13/2026Transamerica Financial Advisors LLC7,738$1.24M0.1%-3.7%0.099%
2/13/2026Stifel Financial Corp48,912$7.82M0.0%+48.3%0.623%
2/13/2026Morgan Stanley714,028$114.16M0.0%-5.0%9.096%
2/13/2026Arkadios Wealth Advisors5,263$841K0.0%-1.8%0.067%
2/13/2026First Trust Advisors LP171,100$27.36M0.0%-1.6%2.180%
2/13/2026Integrated Wealth Concepts LLC9,112$1.46M0.0%-2.7%0.116%
2/13/2026Wells Fargo & Company MN418,058$66.84M0.0%-0.3%5.326%
2/13/2026Summit Financial LLC2,652$424K0.0%+9.4%0.034%
2/12/2026HRT Financial LP1,268$202K0.0%N/A0.016%
2/12/2026Commonwealth Equity Services LLC186,232$29.77M0.0%-3.3%2.372%
2/12/2026StoneX Group Inc.4,822$771K0.0%-14.2%0.061%
2/12/2026 SBE LLC DBA Cedar Cove Wealth Partners2,349$376K0.2%N/A0.030%
2/12/2026Elevation Point Wealth Partners LLC2,567$410K0.0%N/A0.033%
2/12/2026Founders Financial Alliance LLC2,683$429K0.1%+3.0%0.034%
2/12/2026Great Valley Advisor Group Inc.4,712$753K0.0%-8.6%0.060%
2/11/2026Gateway Wealth Partners LLC15,802$2.53M0.3%+161.0%0.201%
2/11/2026Janney Montgomery Scott LLC444,932$71.13M0.2%+0.8%5.668%
2/11/20261776 Wealth LLC4,364$698K0.3%-1.6%0.056%
2/11/2026LPL Financial LLC690,775$110.44M0.0%-1.8%8.800%
2/11/2026O Shaughnessy Asset Management LLC8,743$1.40M0.0%+70.2%0.111%
2/11/2026Hilton Head Capital Partners LLC9,966$1.59M0.9%N/A0.127%
2/10/2026REAP Financial Group LLC221$35K0.0%-24.1%0.003%
2/10/2026Natixis Advisors LLC11,319$1.81M0.0%-0.6%0.144%
2/10/2026Founders Financial Securities LLC2,427$388K0.0%+17.9%0.031%
2/10/2026Northwestern Mutual Wealth Management Co.37,042$5.92M0.0%-1.5%0.472%
2/10/2026Foundations Investment Advisors LLC1,585$253K0.0%-12.4%0.020%
2/10/2026IFG Advisory LLC3,709$593K0.0%-4.0%0.047%
2/9/2026Kingsview Wealth Management LLC102,547$16.40M0.2%-8.2%1.306%
2/9/2026Harbour Investments Inc.23,461$3.75M0.1%-10.7%0.299%
2/9/2026Global Assets Advisory LLC4,872$779K0.2%-3.1%0.062%
2/9/2026 Redstone Wealth Management LLC2,330$373K0.3%N/A0.030%
2/9/2026 Prospera Financial Services Inc18,735$3.00M0.0%N/A0.239%
2/9/2026Beck Bode LLC7,045$1.13M0.2%-10.7%0.090%
2/6/2026Empirical Asset Management LLC12,332$1.97M0.3%+40.9%0.157%
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2/6/2026Global Retirement Partners LLC2,617$418K0.0%+8.5%0.033%
2/6/2026 IFP Advisors Inc19,231$3.08M0.1%-8.3%0.245%
2/6/2026RPS Advisory Solutions LLC7,429$1.19M0.6%-74.8%0.095%
2/6/2026Cullen Frost Bankers Inc.2,851$456K0.0%+56.5%0.036%
2/5/2026Northwestern Mutual Wealth Management Co.9,922$1.59M0.0%-73.6%0.126%
2/5/2026Western Wealth Management LLC18,772$3.00M0.1%-6.3%0.239%
2/5/2026Proactive Wealth Strategies LLC10,504$1.68M0.7%+2.8%0.134%
2/5/2026Stonebridge Financial Planning Group LLC5,560$889K0.3%-5.1%0.071%
2/4/2026Win Advisors Inc.90,856$14.53M6.2%N/A1.157%
2/3/2026 International Assets Investment Management LLC2,153$344K0.0%-40.7%0.027%


FTC Institutional Ownership - Frequently Asked Questions

During the previous two years, 213 institutional investors and hedge funds held shares of First Trust Large Cap Growth AlphaDEX Fund. The most heavily invested institutionals were Morgan Stanley ($114.16M), LPL Financial LLC ($110.44M), Janney Montgomery Scott LLC ($68.75M), Wells Fargo & Company MN ($66.84M), Raymond James Financial Inc. ($39.13M), UBS Group AG ($36.31M), and Cambridge Investment Research Advisors Inc. ($30.22M).Learn more on First Trust Large Cap Growth AlphaDEX Fund's institutional investors.

Of the 159 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 ($519.22K), Raymond James Financial Inc. ($475.75K), Janney Montgomery Scott LLC ($452.30K), Cambridge Investment Research Advisors Inc. ($112.07K), CX Institutional ($94.78K), Win Advisors Inc. ($90.86K), and Benjamin Edwards Inc. ($74.73K).

Institutional investors have bought a total of 585,282 shares in the last 24 months. This purchase volume represents approximately $91.57M in transactions.

Of the 95 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: First Trust Advisors LP ($151.16K), Morgan Stanley ($37.78K), Northwestern Mutual Wealth Management Co. ($28.22K), Raymond James Financial Inc. ($24.64K), RPS Advisory Solutions LLC ($22.06K), Vestmark Advisory Solutions Inc. ($19.59K), and Kingsview Wealth Management LLC ($17.27K).

Institutional investors have sold a total of 495,693 shares in the last 24 months. This volume of shares sold represents approximately $78.06M in transactions.


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This page (NASDAQ:FTC) was last updated on 7/24/2026 by MarketBeat.com Staff.
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