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First Trust Financials AlphaDEX Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
151
Avantax Advisory Services
Texas
$237K +$16.5K +392 +7%
IWM
152
IHT Wealth Management
Illinois
$235K -$3.21K -76 -1%
EP
153
Eudaimonia Partners
Tennessee
$232K
OBWG
154
Onyx Bridge Wealth Group
New York
$222K +$26K +616 +12%
TA
155
TFG Advisers
Michigan
$216K +$1.27K +30 +0.5%
CFGS
156
Concourse Financial Group Securities
Alabama
$211K -$347K -8,225 -59%
SFPG
157
Stonebridge Financial Planning Group
Florida
$207K
FIA
158
Foundations Investment Advisors
Arizona
$201K +$228K +5,392 New
WCM
159
WealthBridge Capital Management
Ohio
$201K +$227K +5,385 New
US Bancorp
160
US Bancorp
Minnesota
$183K +$7.3K +173 +4%
IA
161
IFP Advisors
Florida
$182K -$300K -7,115 -56%
CF
162
Centaurus Financial
California
$177K +$200K +4,745 New
FFC
163
First Financial Corp
Indiana
$177K -$675 -16 -0.3%
AP
164
Atwood & Palmer
Missouri
$172K +$78.9K +1,870 +69%
BAM
165
Bellevue Asset Management
Washington
$170K -$14.5K -344 -7%
MIM
166
MTM Investment Management
South Carolina
$167K
FFA
167
Founders Financial Alliance
North Carolina
$159K +$93.6K +2,218 +108%
BA
168
Bellwether Advisors
Nebraska
$152K
AWM
169
Avior Wealth Management
Nebraska
$152K +$549 +13 +0.3%
FFA
170
Farther Finance Advisors
California
$116K +$3.67K +87 +3%
PTC
171
Private Trust Company
Ohio
$107K
BAM
172
Belpointe Asset Management
Nevada
$89.1K -$886 -21 -0.9%
CIAS
173
Capital Investment Advisory Services
North Carolina
$86.3K -$802 -19 -0.8%
Citigroup
174
Citigroup
New York
$68.7K -$50K -1,184 -39%
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$49.3K -$43.3K -1,025 -44%