We are live on ! Find out more
FXO icon

First Trust Financials AlphaDEX Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$145M -$16.6M -540,036 -10%
Wells Fargo
2
Wells Fargo
California
$92.4M -$6.01M -196,014 -6%
UBS Group
3
UBS Group
Switzerland
$66.8M -$9.45M -308,457 -13%
Bank of America
4
Bank of America
North Carolina
$57.9M -$4.5M -146,798 -7%
Ameriprise
5
Ameriprise
Minnesota
$32.5M +$1.18M +38,465 +4%
LPL Financial
6
LPL Financial
California
$30.3M +$6.04M +197,065 +26%
RJA
7
Raymond James & Associates
Florida
$20.4M +$315K +10,293 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$17.1M -$2.31M -75,225 -12%
BTS
9
BB&T Securities
Virginia
$16.1M +$12.8M +416,868 +432%
CS
10
Credit Suisse
Switzerland
$11.4M -$1.24M -40,433 -10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.3M -$622K -20,285 -5%
FI
12
FormulaFolio Investments
Michigan
$10.3M +$10M +327,742 New
AG
13
Advisor Group
Arizona
$9.64M +$2.07M +67,678 +28%
NA
14
Navellier & Associates
Nevada
$8.07M -$15.2M -494,543 -66%
CCA
15
Clearwater Capital Advisors
Illinois
$7.76M -$106K -3,473 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.05M -$786K -25,640 -10%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$6.82M +$126K +4,120 +2%
HCIA
18
Hochman Cole Investment Advisors
Illinois
$6.25M +$87.8K +2,865 +1%
SB
19
Suntrust Banks
Georgia
$6.22M +$1M +32,672 +20%
AA
20
Advisory Alpha
Michigan
$5.51M +$5.24M +170,836 New
SAM
21
Shamrock Asset Management
Texas
$5.47M +$5.33M +173,994 +25,217%
MML Investors Services
22
MML Investors Services
Massachusetts
$4.45M -$14.2K -463 -0.3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.4M +$260K +8,469 +8%
HighTower Advisors
24
HighTower Advisors
Illinois
$3.32M +$59.6K +1,945 +2%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$3.18M -$102K -3,330 -3%