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First Trust Mid Cap Growth AlphaDEX Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
51
Stonebridge Financial Planning Group
Florida
$674K
PWM
52
Purus Wealth Management
California
$668K -$20K -232 -3%
Creative Planning
53
Creative Planning
Kansas
$572K -$108K -1,250 -17%
SPC
54
Sigma Planning Corp
Michigan
$569K -$265K -3,066 -33%
Mariner
55
Mariner
Kansas
$542K +$4.75K +55 +0.9%
CWM
56
Cornerstone Wealth Management
Missouri
$532K +$11K +127 +2%
SA
57
Sanctuary Advisors
Indiana
$508K -$173 -2 -0%
PVI
58
Pine Valley Investments
New Jersey
$472K +$65.1K +754 +17%
EW
59
Element Wealth
Mississippi
$469K -$3.19K -37 -0.7%
NWWA
60
New Wave Wealth Advisors
Arkansas
$464K
CPA
61
Clear Point Advisors
New York
$452K -$11.7K -135 -3%
GWM
62
Geneos Wealth Management
Colorado
$429K +$26.5K +307 +7%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$426K
BW
64
BostonPremier Wealth
Massachusetts
$426K -$2.5K -29 -0.6%
DADC
65
D.A. Davidson & Co
Montana
$413K -$5.52K -64 -1%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$391K +$369K +4,273 New
KWS
67
Keystone Wealth Services
California
$385K
KeyBank National Association
68
KeyBank National Association
Ohio
$360K
WFA
69
WMG Financial Advisors
Tennessee
$311K -$19.1K -221 -6%
GWP
70
Gateway Wealth Partners
Wisconsin
$305K -$18.6K -215 -6%
TA
71
TKG Advisors
Indiana
$299K +$281K +3,261 New
HI
72
Harbour Investments
Wisconsin
$284K +$1.99K +23 +0.7%
Truist Financial
73
Truist Financial
North Carolina
$277K +$18.2K +211 +8%
JWCA
74
J.W. Cole Advisors
Florida
$272K +$256K +2,970 New
MA
75
Mutual Advisors
Nebraska
$263K +$1.29K +15 +0.5%