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First Trust Financials AlphaDEX Fund
FXO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
176
Worth Asset Management
Texas
$10K +$10.6K +251 New
GCM
177
Gables Capital Management
Florida
$8K – – –
SPWG
178
Sage Private Wealth Group
Illinois
$8K +$42 +1 +0.5%
GWSG
179
GPS Wealth Strategies Group
Colorado
$6K – – –
SSB
180
Sandy Spring Bank
Maryland
$6K +$6.96K +165 New
KFI
181
Key Financial Inc
Pennsylvania
$2K – – –
ACA
182
Aptus Capital Advisors
Alabama
$1K – – –
BCMLT
183
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K – – –
CFD
184
Creative Financial Designs
Indiana
$1K – – –
WT
185
Whittier Trust
California
$1K – – –
GWANC
186
Guardian Wealth Advisors (North Carolina)
North Carolina
$1K +$1.35K +32 New
WIM
187
Westside Investment Management
California
$14 – – –
SFS
188
Searcy Financial Services
Kansas
– -$9.77M -212,719 Closed
NA
189
Navellier & Associates
Nevada
– -$5.85M -127,520 Closed
MIAN
190
Mariner Independent Advisor Network
Kansas
– -$4.19M -91,393 Closed
ODFS
191
O'Donnell Financial Services
California
– -$4.14M -90,143 Closed
HFP
192
Holistic Financial Partners
Indiana
– -$3.22M -70,066 Closed
IWA
193
IBEX Wealth Advisors
New Jersey
– -$2.99M -65,061 Closed
FEM
194
Fulcrum Equity Management
Texas
– -$2.19M -47,656 Closed
CWA
195
Choice Wealth Advisors
Maine
– -$1.84M -41,084 Closed
AWM
196
AE Wealth Management
Kansas
– -$729K -15,888 Closed
RFWA
197
RPg Family Wealth Advisory
Massachusetts
– -$647K -14,096 Closed
PAG
198
Private Advisory Group
Washington
– -$614K -13,366 Closed
OWM
199
OneAscent Wealth Management
Alabama
– -$501K -10,903 Closed
LS
200
Leelyn Smith
Illinois
– -$474K -10,324 Closed
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