We are live on ! Find out more
FEX icon

First Trust Large Cap Core AlphaDEX Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
126
Bordeaux Wealth Advisors
California
$371K
CP
127
Camelot Portfolios
Ohio
$371K +$1.5K +14 +0.4%
MWM
128
Modern Wealth Management
Kansas
$359K -$28K -261 -7%
BTI
129
Blue Trust Inc
Georgia
$357K
TWM
130
Triton Wealth Management
Arizona
$353K
CCA
131
Clearwater Capital Advisors
Illinois
$344K -$1.26M -11,725 -78%
HIP
132
HUB Investment Partners
Texas
$344K +$354K +3,300 New
MFG
133
Merit Financial Group
Georgia
$344K +$20.7K +193 +6%
IAA
134
Independent Advisor Alliance
North Carolina
$338K +$347K +3,239 New
PWM
135
Perigon Wealth Management
California
$337K -$31.6K -295 -9%
GM
136
GeoWealth Management
Illinois
$337K +$316K +2,945 +1,041%
KWA
137
Kingswood Wealth Advisors
California
$336K +$345K +3,217 New
TLA
138
Tanglewood Legacy Advisors
Texas
$331K +$1.39K +13 +0.4%
SPC
139
Sigma Planning Corp
Michigan
$329K -$15.7K -146 -4%
T
140
Tidemark
California
$328K -$2.36K -22 -0.7%
VA
141
Valmark Advisers
Ohio
$327K
FWM
142
ForthRight Wealth Management
Georgia
$324K -$17.7K -165 -5%
MCM
143
Mattern Capital Management
Colorado
$316K
HGERS
144
Householder Group Estate & Retirement Specialist
Arizona
$314K
PIA
145
Perennial Investment Advisors
California
$314K +$1.29K +12 +0.4%
ECA
146
Elevation Capital Advisory
Oregon
$309K +$318K +2,964 New
SCA
147
Snowden Capital Advisors
New York
$309K
Neuberger Berman Group
148
Neuberger Berman Group
New York
$306K +$314K +2,930 New
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$303K -$237K -2,210 -43%
AR
150
Apeiron RIA
Texas
$302K