Who Owns First Trust Large Cap Growth AlphaDEX Fund (FTC)?Hedge Fund & Institutional Holders

$155.78+0.14 (+0.09%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.1300011000071e+211T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$116.19$128.69$141.20$153.71$166.21Jul 24May 25Mar 26

FTC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Janney Montgomery Scott LLCNew Position+445K+$71.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+186K+$29.0M
CX InstitutionalNew Position+108K+$17.2M
WIN ADVISORS, INCNew Position+91K+$14.5M
BENJAMIN EDWARDS INCNew Position+72K+$11.5M
D.A. DAVIDSON & CO.New Position+38K+$6.1M
ENVESTNET ASSET MANAGEMENT INCNew Position+30K+$4.0M
GREENUP STREET WEALTH MANAGEMENT LLCNew Position+25K+$4.0M
LVZ, Inc.New Position+23K+$3.7M
Sanctuary Advisors, LLCNew Position+22K+$3.1M
Western Wealth Management, LLCNew Position+19K+$3.0M
JONES FINANCIAL COMPANIES LLLPNew Position+22K+$3.0M
Gateway Wealth Partners, LLCNew Position+16K+$2.5M
FSB PREMIER WEALTH MANAGEMENT, INC.New Position+15K+$2.5M
Prospera Financial Services IncNew Position+19K+$2.0M

FTC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-38K-$120.7B
LPL Financial LLCDecreased-12K-$112.9B
WELLS FARGO & COMPANY/MNDecreased-1K-$67.3B
UBS Group AGDecreased-5K-$37.2B
FIRST TRUST ADVISORS LPDecreased-3K-$27.9B
BANK OF AMERICA CORP /DE/Decreased-6K-$24.2B
Kingsview Wealth Management, LLCDecreased-9K-$17.9B
Cetera Investment AdvisersDecreased-3K-$16.0B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-28K-$6.0B
IHT Wealth Management, LLCDecreased-3K-$4.9B
RPS ADVISORY SOLUTIONS LLCDecreased-22K-$4.7B
AMERIPRISE FINANCIAL INCDecreased-10K-$4.5B
HARBOUR INVESTMENTS, INC.Decreased-3K-$4.2B
IFP Advisors, IncDecreased-2K-$3.4B
Equitable Holdings, Inc.Decreased-190-$3.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY712,668$113.0M0.01%Share
2LPL Financial LLC690,775$110.0M0.03%Share
3Janney Montgomery Scott LLC444,932$71.0M0.16%Share
4WELLS FARGO & COMPANY/MN256,130$40.0M0.01%Share
5UBS Group AG226,802$36.3M0.01%Share
6COMMONWEALTH EQUITY SERVICES, LLC186,232$29.0M0.04%Share
7FIRST TRUST ADVISORS LP171,100$27.0M0.02%Share
8WELLS FARGO & COMPANY/MN161,928$25.0M0.00%Share
9Baird Financial Group, Inc.146,840$23.0M0.04%Share
10RAYMOND JAMES FINANCIAL INC136,441$21.0M0.01%Share
11RAYMOND JAMES FINANCIAL INC129,104$20.0M0.01%Share
12Cambridge Investment Research Advisors, Inc.113,772$18.0M0.05%Share
13CX Institutional107,778$17.2M0.51%Share
14Kingsview Wealth Management, LLC102,547$16.0M0.23%Share
15Cetera Investment Advisers96,581$15.0M0.02%Share
16WIN ADVISORS, INC90,856$14.5M6.17%Share
17BANK OF AMERICA CORP /DE/83,102$13.0M0.00%Share
18BENJAMIN EDWARDS INC72,163$11.5M0.13%Share
19ROYAL BANK OF CANADA64,073$10.0M0.00%Share
20BANK OF AMERICA CORP /DE/61,213$9.0M0.00%Share
21STIFEL FINANCIAL CORP48,912$7.0M0.01%Share
22U.S. Capital Wealth Advisors, LLC42,360$6.8M0.18%Share
23D.A. DAVIDSON & CO.38,107$6.1M0.04%Share
24SUSQUEHANNA INTERNATIONAL GROUP, LLP36,493$5.0M0.00%Share
25OSAIC HOLDINGS, INC.32,438$5.0M0.01%Share
26ENVESTNET ASSET MANAGEMENT INC30,474$4.0M0.00%Share
27IHT Wealth Management, LLC27,725$4.0M0.10%Share
28GREENUP STREET WEALTH MANAGEMENT LLC24,678$4.0M0.61%Share
29HARBOUR INVESTMENTS, INC.23,461$3.8M0.08%Share
30LVZ, Inc.23,313$3.7M0.42%Share
31HFG Advisors, Inc.19,944$3.2M2.31%Share
32Equitable Holdings, Inc.19,017$3.0M0.02%Share
33Rockefeller Capital Management L.P.19,620$3.0M0.01%Share
34IFP Advisors, Inc19,231$3.0M0.07%Share
35Western Wealth Management, LLC18,772$3.0M0.14%Share
36Private Advisor Group, LLC21,647$3.0M0.01%Share
37JONES FINANCIAL COMPANIES LLLP22,121$3.0M0.00%Share
38Vestmark Advisory Solutions, Inc.18,034$2.9M0.04%Share
39Wedmont Private Capital15,400$2.5M0.09%Share
40Gateway Wealth Partners, LLC15,802$2.5M0.28%Share
41FSB PREMIER WEALTH MANAGEMENT, INC.15,378$2.5M0.78%Share
42Stratos Wealth Partners, LTD.13,760$2.2M0.02%Share
43Wealthcare Advisory Partners LLC13,705$2.2M0.04%Share
44Prospera Financial Services Inc18,735$2.0M0.03%Share
45Belvedere Trading LLC13,300$2.0M0.00%Call
46Snowden Capital Advisors LLC14,351$2.0M0.05%Share
47Gladstone Institutional Advisory LLC13,333$2.0M0.08%Share
48AMERIPRISE FINANCIAL INC17,598$2.0M0.00%Share
49Empirical Asset Management, LLC12,332$2.0M0.56%Share
50Boyce & Associates Wealth Consulting, Inc.12,067$1.9M1.62%Share

FTC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025199$813.5M+81
Q3 2025118$620.4B-64
Q2 2025182$486.5B-6
Q1 2025188$567.9B+18
Q4 2024170$48.1T+35
Q3 2024135$442.0T-4
Q2 2024139$448.4T+12
Q1 2024127$429.9T—

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As of Q4 2025, 50 institutional investors hold FTC (First Trust Large Cap Growth AlphaDEX Fund). The largest holder is MORGAN STANLEY with $113.0M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own FTC?

As of Q4 2025, 50 institutional investors report holding FTC (First Trust Large Cap Growth AlphaDEX Fund) in their 13F filings.

Who is the largest institutional holder of FTC?

The largest institutional holder of FTC is MORGAN STANLEY with $113.0M in shares.

Is institutional ownership of FTC increasing or decreasing?

This quarter, 15 institutions opened new positions in FTC and 0 closed their positions.