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First Trust Large Cap Value AlphaDEX Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
101
Global Retirement Partners
California
$26K – – –
SPIA
102
Steward Partners Investment Advisory
New York
$24K +$9.66K +205 +68%
EP
103
Eudaimonia Partners
Tennessee
$23K – – –
CFA
104
Carroll Financial Associates
North Carolina
$22K – – –
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
GWM
106
Geneos Wealth Management
Colorado
$13K – – –
LAS
107
Lloyd Advisory Services
Georgia
$13K +$2.12K +45 +20%
PFS
108
Prospera Financial Services
Texas
$13K +$12.9K +273 New
Fidelity Investments
109
Fidelity Investments
Massachusetts
$8K -$2.31K -49 -22%
GI
110
Gradient Investments
Minnesota
$7K – – –
WEC
111
Winslow Evans & Crocker
Massachusetts
$6K – – –
APA
112
American Portfolios Advisors
New York
$3.41K – – –
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$3K – – –
FCH
114
Freestone Capital Holdings
Washington
$1.63K +$1.65K +35 New
RIA
115
Regal Investment Advisors
Michigan
– -$3.79M -83,339 Closed
CWS
116
Cypress Wealth Services
California
– -$1.23M -26,017 Closed
Citadel Advisors
117
Citadel Advisors
Florida
– -$764K -16,812 Closed
Koshinski Asset Management
118
Koshinski Asset Management
Illinois
– -$492K -10,814 Closed
DI
119
DFPG Investments
Utah
– -$362K -8,144 Closed
AO
120
Advisor OS
Illinois
– -$324K -7,116 Closed
ACM
121
Anfield Capital Management
California
– -$231K -4,973 Closed
Jane Street
122
Jane Street
New York
– -$209K -4,589 Closed
KWM
123
Keebeck Wealth Management
Illinois
– -$9K -218 Closed
SFPG
124
Stonebridge Financial Planning Group
Florida
– -$9K -200 Closed
OPS
125
Orion Portfolio Solutions
Nebraska
– -$8K -168 Closed