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First Trust Financials AlphaDEX Fund
FXO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
51
Plotkin Financial Advisors
Maryland
$1.87M -$16.2K -295 -0.8%
GCA
52
Genesee Capital Advisors
New York
$1.8M +$1.82M +33,276 New
PPG
53
Peak Planning Group
Colorado
$1.78M +$7.62K +139 +0.4%
PSF
54
Pacific Sun Financial
California
$1.76M -$1.86K -34 -0.1%
SG
55
StoneX Group
New York
$1.65M +$1.67M +30,426 New
CA
56
Crumly & Associates
Illinois
$1.58M -$387K -7,065 -20%
KWM
57
Kingsview Wealth Management
Oregon
$1.57M +$12.3K +224 +0.8%
GSIAS
58
Garden State Investment Advisory Services
New Jersey
$1.54M +$377K +6,882 +32%
CWP
59
Cyndeo Wealth Partners
Florida
$1.53M +$1.55M +28,272 New
PAG
60
Private Advisory Group
Washington
$1.5M +$48.8K +891 +3%
DWP
61
Daymark Wealth Partners
Ohio
$1.48M +$384 +7 +0%
PAG
62
Private Advisor Group
New Jersey
$1.44M +$445K +8,118 +44%
SA
63
Sanctuary Advisors
Indiana
$1.44M +$69K +1,260 +5%
WWMSC
64
Wagner Wealth Management (South Carolina)
South Carolina
$1.44M -$9.54K -174 -0.7%
BRWA
65
B. Riley Wealth Advisors
Florida
$1.41M +$1.11M +20,230 +350%
SPWM
66
Schrum Private Wealth Management
Florida
$1.39M -$1.41M -25,718 -50%
CAC
67
Certified Advisory Corp
Florida
$1.39M +$77.8K +1,420 +6%
CW
68
CreativeOne Wealth
Kansas
$1.36M -$165K -3,005 -11%
JCM
69
Jacobi Capital Management
Pennsylvania
$1.33M -$25.2K -460 -2%
TWM
70
TriaGen Wealth Management
California
$1.3M +$1.32M +24,036 New
MF
71
Montis Financial
Massachusetts
$1.3M +$94.1K +1,717 +8%
SWM
72
Spire Wealth Management
Virginia
$1.23M – – –
SF
73
Summit Financial
New Jersey
$1.21M +$134K +2,439 +12%
AI
74
Atria Investments
North Carolina
$1.17M +$45.3K +826 +4%
HA
75
HFG Advisors
Ohio
$1.17M +$1.18M +21,563 New
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