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First Trust Financials AlphaDEX Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
51
B. Riley Wealth Advisors
Florida
$2.14M +$784K +14,325 +55%
WWM
52
Western Wealth Management
Colorado
$2.05M -$133K -2,428 -6%
GSIAS
53
Garden State Investment Advisory Services
New Jersey
$1.93M +$434K +7,940 +28%
PFA
54
Plotkin Financial Advisors
Maryland
$1.82M -$11.4K -209 -0.6%
PPG
55
Peak Planning Group
Colorado
$1.75M +$6.45K +118 +0.4%
CWP
56
Cyndeo Wealth Partners
Florida
$1.74M +$246K +4,494 +16%
GCA
57
Genesee Capital Advisors
New York
$1.73M -$33.4K -611 -2%
PSF
58
Pacific Sun Financial
California
$1.73M +$2.13K +39 +0.1%
KWM
59
Kingsview Wealth Management
Oregon
$1.66M +$127K +2,321 +8%
SG
60
StoneX Group
New York
$1.66M +$44.4K +811 +3%
CA
61
Crumly & Associates
Illinois
$1.51M -$38K -694 -2%
DWP
62
Daymark Wealth Partners
Ohio
$1.44M -$13K -238 -0.9%
CW
63
CreativeOne Wealth
Kansas
$1.43M +$101K +1,851 +7%
WWMSC
64
Wagner Wealth Management (South Carolina)
South Carolina
$1.42M +$14.4K +264 +1%
CAC
65
Certified Advisory Corp
Florida
$1.38M +$24.9K +455 +2%
IAIM
66
International Assets Investment Management
Florida
$1.38M -$856K -15,641 -38%
MF
67
Montis Financial
Massachusetts
$1.37M +$108K +1,982 +8%
SPWM
68
Schrum Private Wealth Management
Florida
$1.36M
Jones Financial Companies
69
Jones Financial Companies
Missouri
$1.36M +$604K +11,045 +74%
IA
70
IFP Advisors
Florida
$1.33M +$319K +5,837 +30%
AI
71
Atria Investments
North Carolina
$1.33M +$188K +3,440 +16%
JCM
72
Jacobi Capital Management
Pennsylvania
$1.3M +$820 +15 +0.1%
SA
73
Sanctuary Advisors
Indiana
$1.27M -$65.3K -1,193 -5%
SWM
74
Spire Wealth Management
Virginia
$1.2M
TWM
75
TriaGen Wealth Management
California
$1.16M -$114K -2,090 -9%