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First Trust Large Cap Value AlphaDEX Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
151
Diversify Advisory Services
Utah
$223K -$7.93K -106 -4%
NWM
152
Northwest Wealth Management
Iowa
$223K
KCFA
153
Key Client Fiduciary Advisors
New Jersey
$220K -$59.9K -800 -22%
AWM
154
Aprio Wealth Management
Georgia
$220K +$823 +11 +0.4%
AWS
155
Atria Wealth Solutions
New York
$217K -$1.4M -18,663 -87%
AFG
156
Atomi Financial Group
New York
$212K +$202K +2,695 New
NFSG
157
Newbridge Financial Services Group
Florida
$212K +$202K +2,695 New
P
158
&Partners
Tennessee
$210K -$1.2K -16 -0.6%
CAM
159
Cresset Asset Management
Illinois
$208K +$198K +2,648 New
6F
160
626 Financial
Michigan
$208K
MSAM
161
Moloney Securities Asset Management
Missouri
$202K -$19.6K -262 -9%
EAM
162
Empirical Asset Management
Massachusetts
$201K +$191K +2,558 New
DFA
163
DHJJ Financial Advisors
Illinois
$198K
NS
164
NBC Securities
Alabama
$185K -$520K -6,953 -75%
MCM
165
MAI Capital Management
Ohio
$179K
HNB
166
Huntington National Bank
Ohio
$150K
SWM
167
Spire Wealth Management
Virginia
$128K -$110K -1,475 -48%
CF
168
Centaurus Financial
California
$127K +$75 +1 +0.1%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$117K +$23.9K +319 +27%
BOJHT
170
Bank of Jackson Hole Trust
Wyoming
$117K
FFA
171
Farther Finance Advisors
California
$109K +$68.5K +916 +197%
RF
172
Rossby Financial
Florida
$107K +$75 +1 +0.1%
TIM
173
Total Investment Management
Arizona
$88.6K +$84.3K +1,126 New
GWSG
174
GPS Wealth Strategies Group
Colorado
$81.5K +$224 +3 +0.3%
HNB
175
Hilltop National Bank
Wyoming
$81.5K +$77.6K +1,037 New