We are live on ! Find out more
FXO icon

First Trust Financials AlphaDEX Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NA
1
Navellier & Associates
Nevada
$59.1M +$54.9M +2,796,462 +1,455%
Morgan Stanley
2
Morgan Stanley
New York
$51.6M +$11.2M +568,915 +28%
Wells Fargo
3
Wells Fargo
California
$39.4M +$2.89M +147,225 +8%
FSIM
4
F-Squared Investment Management
Massachusetts
$27.6M +$27.4M +1,396,739 New
PPA
5
Parametric Portfolio Associates
Washington
$18.7M +$5.73M +291,710 +44%
Bank of America
6
Bank of America
North Carolina
$15M +$562K +28,594 +4%
PWAG
7
Polaris Wealth Advisory Group
California
$10M +$9.94M +506,200 New
U
8
UBS
Switzerland
$9.86M +$390K +19,849 +4%
BFA
9
Beaumont Financial Advisors
Massachusetts
$9.38M +$3.03M +154,296 +48%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.03M +$838K +42,690 +10%
SG Americas Securities
11
SG Americas Securities
New York
$7.29M +$7.24M +368,763 New
BUB
12
BBVA USA Bancshares
Texas
$6.35M +$140K +7,146 +2%
PI
13
Placemark Investments
Illinois
$4.88M +$1.31M +66,529 +37%
RJA
14
Raymond James & Associates
Florida
$4.18M +$1.24M +62,949 +42%
LPL Financial
15
LPL Financial
California
$4.17M +$1.33M +67,908 +49%
TT
16
Tower Trust
Indiana
$4.04M -$205K -10,447 -5%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.85M +$357K +18,177 +14%
FA
18
FDx Advisors
Illinois
$2.8M +$667K +33,952 +31%
BTS
19
BB&T Securities
Virginia
$2.68M +$1.4M +71,393 +111%
Citigroup
20
Citigroup
New York
$1.99M -$1.96M -100,000 -50%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.69M +$1.68M +85,750 New
SNC
22
Stifel Nicolaus & Co
Missouri
$1.64M -$860K -43,771 -35%
OC
23
Oppenheimer & Co
New York
$1.35M -$64K -3,261 -5%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.3M +$123K +6,271 +10%
HR
25
Howe & Rusling
New York
$1.27M -$224K -11,415 -15%