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First Trust Health Care AlphaDEX Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SA
76
Sanctuary Advisors
Indiana
$677K -$270K -2,483 -29%
RIA
77
Regal Investment Advisors
Michigan
$644K -$163K -1,503 -20%
WP
78
WealthPLAN Partners
Nebraska
$639K -$23.2K -214 -3%
AWAP
79
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$629K
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$621K -$11.1K -102 -2%
OFS
81
OneAscent Financial Services
Alabama
$618K +$644K +5,935 New
SWAG
82
Spectrum Wealth Advisory Group
California
$601K -$16.8K -155 -3%
BPA
83
Beacon Pointe Advisors
California
$601K -$14.9K -137 -2%
KWA
84
Kingswood Wealth Advisors
California
$599K -$3.28M -30,237 -84%
TWM
85
Tradition Wealth Management
Minnesota
$590K +$434 +4 +0.1%
ONB
86
Old National Bancorp
Indiana
$590K -$7.6K -70 -1%
OC
87
Oppenheimer & Co
New York
$579K -$46.8K -431 -7%
OCPWS
88
One Charles Private Wealth Services
Massachusetts
$574K -$30.9K -285 -5%
PWM
89
Perigon Wealth Management
California
$561K -$21.7K -200 -4%
ATPW
90
Ashton Thomas Private Wealth
Arizona
$557K -$161K -1,482 -22%
WWM
91
Western Wealth Management
Colorado
$552K -$21.1K -194 -4%
CAG
92
Centerpoint Advisory Group
Kansas
$538K +$561K +5,163 New
SPC
93
Sigma Planning Corp
Michigan
$522K -$49.8K -459 -8%
GRP
94
Global Retirement Partners
California
$518K -$97.7K -900 -15%
Creative Planning
95
Creative Planning
Kansas
$514K +$10.9K +100 +2%
NPFS
96
Novak & Powell Financial Services
Florida
$512K
SF
97
Synovus Financial
Georgia
$494K -$40.7K -375 -7%
KWM
98
Kingsview Wealth Management
Oregon
$492K -$2.93K -27 -0.6%
Corient Private Wealth
99
Corient Private Wealth
Florida
$490K -$84.2K -775 -2%
SG
100
StoneX Group
New York
$487K -$177K -1,632 -26%