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First Trust Financials AlphaDEX Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AP
151
Atwood & Palmer
Missouri
$100K – – –
FFA
152
Founders Financial Alliance
North Carolina
$76K – – –
RIA
153
Realta Investment Advisors
Delaware
$74K +$81.7K +2,005 New
CIAS
154
Capital Investment Advisory Services
North Carolina
$59K – – –
HNWAG
155
High Net Worth Advisory Group
Florida
$55K – – –
AWM
156
Accel Wealth Management
Iowa
$49K +$326 +8 +0.7%
HR
157
Howe & Rusling
New York
$45K -$4.73K -116 -9%
BC
158
Bartlett & Co
Ohio
$45K – – –
BCWM
159
Bartlett & Co Wealth Management
Ohio
$44.5K – – –
FEG
160
Financial Enhancement Group
Indiana
$43K -$148K -3,619 -75%
AA
161
Addison Advisors
Vermont
$43K – – –
GTAM
162
Global Trust Asset Management
Florida
$33K – – –
Fidelity Investments
163
Fidelity Investments
Massachusetts
$33K +$10.2K +250 +39%
GRP
164
Global Retirement Partners
California
$30K – – –
JP Morgan Chase
165
JP Morgan Chase
New York
$26K +$28.3K +695 New
GI
166
Gradient Investments
Minnesota
$24K – – –
WT
167
Washington Trust
Rhode Island
$20K – – –
HCP
168
Hexagon Capital Partners
Arkansas
$19K – – –
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$17K – – –
AF
170
Allworth Financial
California
$16K – – –
PMFA
171
Plante Moran Financial Advisors
Michigan
$16K +$17.7K +435 New
MA
172
MCF Advisors
Kentucky
$15K – – –
AA
173
AlphaMark Advisors
Kentucky
$13K – – –
EWM
174
EPG Wealth Management
Georgia
$13K +$14K +344 New
LFG
175
Larson Financial Group
Missouri
$13K +$14.8K +362 New