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icono de FAD

First Trust Multi Cap Growth AlphaDEX Fund
FAD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 55.5 M +USD 6.39 M +35,123 +14%
LPL Financial
2
LPL Financial
California
USD 55.3 M +USD 14.3 M +78,565 +40%
Wells Fargo
3
Wells Fargo
California
USD 42.5 M +USD 6.81 M +37,468 +21%
Raymond James Financial
4
Raymond James Financial
Florida
USD 25.1 M +USD 5.84 M +32,123 +34%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
USD 13.7 M +USD 1.43 M +7,889 +13%
Jones Financial Companies
6
Jones Financial Companies
Missouri
USD 12 M +USD 5.86 M +32,196 +109%
Goldman Sachs
7
Goldman Sachs
New York
USD 10 M – – –
Osaic Holdings
8
Osaic Holdings
Arizona
USD 9.9 M +USD 760 k +4,181 +9%
Truist Financial
9
Truist Financial
North Carolina
USD 9.7 M -USD 149 k -817 -2%
Virtu Financial
10
Virtu Financial
New York
USD 8.49 M +USD 7.72 M +42,443 Nuevas
PFA
11
Plotkin Financial Advisors
Maryland
USD 8.34 M -USD 537 k -2,955 -7%
Bank of America
12
Bank of America
North Carolina
USD 8.31 M +USD 6.91 k +38 +0.1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
USD 7.18 M +USD 2.71 M +14,897 +71%
Kestra Advisory Services
14
Kestra Advisory Services
Texas
USD 6.3 M +USD 62.2 k +342 +1%
CWM
15
Cornerstone Wealth Management
Missouri
USD 6.23 M +USD 5.66 M +31,136 Nuevas
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
USD 6.1 M +USD 1.04 M +5,744 +23%
RPg Family Wealth Advisory
17
RPg Family Wealth Advisory
Massachusetts
USD 6.05 M -USD 14.2 k -78 -0.3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
USD 5.86 M +USD 1.05 M +5,759 +24%
SIM
19
Synergy Investment Management
Florida
USD 5.7 M -USD 4.73 k -26 -0.1%
WMP
20
Wealth Management Partners
Arizona
USD 4.99 M +USD 8 k +44 +0.2%
Creative Planning
21
Creative Planning
Kansas
USD 4.87 M +USD 2.18 k +12 +0%
Wedbush Securities
22
Wedbush Securities
California
USD 4.81 M -USD 175 k -960 -4%
Geneos Wealth Management
23
Geneos Wealth Management
Colorado
USD 4.75 M +USD 68.9 k +379 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
USD 4.21 M -USD 2.4 M -13,194 -39%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
USD 3.67 M +USD 776 k +4,269 +30%
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