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First Trust Financials AlphaDEX Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
51
Regal Investment Advisors
Michigan
$1.31M -$352K -7,146 -22%
JCM
52
Jacobi Capital Management
Pennsylvania
$1.28M -$30.5K -620 -2%
CAC
53
Certified Advisory Corp
Florida
$1.24M +$640 +13 +0.1%
SWM
54
Spire Wealth Management
Virginia
$1.16M
GS
55
GTS Securities
Florida
$1.15M -$1.51M -30,758 -58%
MF
56
Montis Financial
Massachusetts
$1.14M +$1.09M +22,220 New
BEI
57
Benjamin Edwards Inc
Missouri
$1.11M +$929K +18,875 +676%
BA
58
Ballew Advisors
Mississippi
$1.11M -$16.9K -344 -2%
GSIAS
59
Garden State Investment Advisory Services
New Jersey
$1.11M +$1.06M +21,625 New
AI
60
Atria Investments
North Carolina
$1.06M +$550K +11,170 +116%
Creative Planning
61
Creative Planning
Kansas
$1.05M -$8.52K -173 -0.8%
SAM
62
SignalPoint Asset Management
Missouri
$1.03M -$46.3K -941 -4%
SF
63
Summit Financial
New Jersey
$1.02M +$552K +11,218 +128%
CAS
64
Coppell Advisory Solutions
Texas
$1M -$103K -2,084 -10%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$982K -$10.4K -212 -1%
PAG
66
Private Advisor Group
New Jersey
$948K +$49.4K +1,003 +6%
PFS
67
Prospera Financial Services
Texas
$901K -$177K -3,603 -17%
1WM
68
1858 Wealth Management
Ohio
$891K +$80.3K +1,630 +10%
MOS
69
MGO One Seven
Ohio
$890K +$242K +4,905 +39%
GM
70
GeoWealth Management
Illinois
$869K +$837K +16,998 New
AAS
71
Ameritas Advisory Services
Nebraska
$828K +$492 +10 +0.1%
Comerica Bank
72
Comerica Bank
Texas
$797K -$76.8K -1,560 -9%
CCB
73
Cutter & Co Brokerage
Missouri
$796K -$4.43K -90 -0.6%
VBFG
74
Vishria Bird Financial Group
Tennessee
$742K
NS
75
NBC Securities
Alabama
$741K -$22.7K -462 -3%