We are live on ! Find out more
FXN icon

First Trust Energy AlphaDEX Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
151
Walkner Condon Financial Advisors
Wisconsin
$197K +$207K +11,545 New
PTC
152
Private Trust Company
Ohio
$195K +$194K +10,840 +1,932%
IAA
153
Independent Advisor Alliance
North Carolina
$183K -$10.6K -590 -5%
Chevy Chase Trust
154
Chevy Chase Trust
Maryland
$180K
WE
155
Wealth Effects
Massachusetts
$179K
FPWM
156
FSB Premier Wealth Management
Iowa
$177K -$143 -8 -0.1%
SPIA
157
Steward Partners Investment Advisory
New York
$170K -$25.1K -1,402 -12%
GRP
158
Global Retirement Partners
California
$164K +$3.32K +185 +2%
MCC
159
Money Concepts Capital
Florida
$163K -$9.61K -536 -5%
SWM
160
Spire Wealth Management
Virginia
$149K +$81.4K +4,536 +109%
CFD
161
Creative Financial Designs
Indiana
$82.8K +$47.9K +2,673 +123%
JAWM
162
J. Arnold Wealth Management
Ohio
$76.1K -$155K -8,619 -66%
AA
163
AlphaMark Advisors
Kentucky
$62K +$64.6K +3,600 New
DWMG
164
DB Wealth Management Group
California
$61.3K +$15.6K +870 +32%
JP Morgan Chase
165
JP Morgan Chase
New York
$57K +$58.3K +3,249 +3,217%
William Blair & Company
166
William Blair & Company
Illinois
$43K +$37.7K +2,100 +501%
MIM
167
MTM Investment Management
South Carolina
$34.9K -$11.6K -646 -24%
GTAM
168
Global Trust Asset Management
Florida
$32.7K -$23.5K -1,310 -41%
BAM
169
Belpointe Asset Management
Nevada
$30K +$31.5K +1,757 New
USCWA
170
U.S. Capital Wealth Advisors
Texas
$29.2K +$30.6K +1,706 New
AAP
171
Arax Advisory Partners
Colorado
$27.2K +$5.08K +283 +22%
AP
172
Atwood & Palmer
Missouri
$23.9K
TAM
173
Tucker Asset Management
Colorado
$22.5K +$1.27K +71 +6%
AWM
174
Accel Wealth Management
Iowa
$22.2K +$2.06K +115 +10%
NFSG
175
Newbridge Financial Services Group
Florida
$21.3K