We are live on ! Find out more
FTA icon

First Trust Large Cap Value AlphaDEX Fund
FTA

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$164M -$3.07M -39,623 -2%
UBS Group
2
UBS Group
Switzerland
$73.2M -$4.32M -55,620 -6%
LPL Financial
3
LPL Financial
California
$66.3M +$1.22M +15,758 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.4M +$374K +4,820 +1%
Bank of America
5
Bank of America
North Carolina
$23.2M +$456K +5,872 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$23M +$779K +10,043 +3%
Raymond James Financial
7
Raymond James Financial
Florida
$23M -$11.8M -152,023 -34%
IWM
8
IHT Wealth Management
Illinois
$22.7M -$385K -4,955 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$21.4M -$15.7K -202 -0.1%
KWM
10
Kaydan Wealth Management
Michigan
$21.2M +$37.6K +484 +0.2%
Wells Fargo
11
Wells Fargo
California
$16.4M -$3.42K -44 -0%
KWM
12
Kingsview Wealth Management
Oregon
$15.6M -$1.81M -23,337 -10%
IWC
13
Integrated Wealth Concepts
Massachusetts
$15.4M +$80K +1,031 +0.5%
PAG
14
Private Advisor Group
New Jersey
$13.6M -$1.54M -19,908 -10%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$12.1M -$221K -2,853 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$11.3M -$4.15M -53,472 -27%
HFP
17
Holistic Financial Partners
Indiana
$10.3M +$22.3K +287 +0.2%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$8.7M -$800K -10,314 -8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$8.56M -$5.1M -65,761 -37%
AssetMark Inc
20
AssetMark Inc
California
$8.21M +$73.4K +946 +0.9%
Goldman Sachs
21
Goldman Sachs
New York
$8.11M -$184K -2,372 -2%
AAS
22
Avantax Advisory Services
Texas
$8.02M -$1.44M -18,604 -15%
AWM
23
AE Wealth Management
Kansas
$7.29M +$112K +1,443 +2%
Creative Planning
24
Creative Planning
Kansas
$7.28M +$7.36M +94,889 New
Truist Financial
25
Truist Financial
North Carolina
$6.73M -$475K -6,117 -7%
1
2 3 4 5