We are live on ! Find out more
FTA icon

First Trust Large Cap Value AlphaDEX Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WP
126
WealthShield Partners
North Carolina
$21K – – –
LAS
127
Lloyd Advisory Services
Georgia
$20K +$3.72K +56 +23%
GWM
128
Geneos Wealth Management
Colorado
$19K – – –
WWMSC
129
Wagner Wealth Management (South Carolina)
South Carolina
$18K -$1.66K -25 -8%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
FHA
131
First Horizon Advisors
Tennessee
$16K – – –
GI
132
Gradient Investments
Minnesota
$9K – – –
APA
133
American Portfolios Advisors
New York
$5.91K -$531 -8 -8%
SWG
134
Summit Wealth Group
Vermont
$4K – – –
Fidelity Investments
135
Fidelity Investments
Massachusetts
$2K -$929 -14 -29%
TIM
136
Total Investment Management
Arizona
– -$36.7M -998,283 Closed
AI
137
Atria Investments
North Carolina
– -$5.21M -81,854 Closed
CAS
138
Cascadia Advisory Services
Oregon
– -$5.19M -81,517 Closed
WI
139
Wintrust Investments
Illinois
– -$3.22M -50,536 Closed
SAM
140
Synergy Asset Management
Washington
– -$2.05M -32,181 Closed
Citadel Advisors
141
Citadel Advisors
Florida
– -$1.59M -24,964 Closed
CWS
142
Cypress Wealth Services
California
– -$1.47M -23,033 Closed
MHS
143
M Holdings Securities
Oregon
– -$383K -6,019 Closed
VFA
144
Voya Financial Advisors
Connecticut
– -$357K -5,578 Closed
Renaissance Technologies
145
Renaissance Technologies
New York
– -$350K -5,500 Closed
TCA
146
Transcend Capital Advisors
New Jersey
– -$335K -5,280 Closed
TC
147
TownSquare Capital
Utah
– -$266K -4,179 Closed
SFS
148
Sowell Financial Services
Arkansas
– -$230K -3,398 Closed
WAP
149
Wealthcare Advisory Partners
Pennsylvania
– -$192K -3,016 Closed
IAIM
150
International Assets Investment Management
Florida
– -$93K -1,687 Closed