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
$213M +$372K +8,064 +0.2%
Wells Fargo
2
Wells Fargo
California
$112M +$14M +304,186 +14%
LPL Financial
3
LPL Financial
California
$99.2M +$10.9M +237,264 +12%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$73.3M +$14.7M +319,753 +25%
UBS Group
5
UBS Group
Switzerland
$63.6M +$22M +476,928 +52%
Bank of America
6
Bank of America
North Carolina
$46.8M -$10.5M -228,642 -18%
Osaic Holdings
7
Osaic Holdings
Arizona
$30.8M +$4.34M +94,219 +21%
RJA
8
Raymond James & Associates
Florida
$19.6M +$3.03M +65,827 +18%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$19.1M -$9.51M -206,205 -33%
Ameriprise
10
Ameriprise
Minnesota
$17.2M -$8.8M -190,778 -34%
Truist Financial
11
Truist Financial
North Carolina
$15.6M -$4.83M -104,709 -24%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$12.9M -$498K -10,803 -4%
KAS
13
Kestra Advisory Services
Texas
$12.7M +$2.41M +52,302 +23%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12M +$2.28M +49,492 +23%
Stifel Financial
15
Stifel Financial
Missouri
$11.4M -$393K -8,517 -3%
SFS
16
Searcy Financial Services
Kansas
$9.77M -$8.9M -192,977 -48%
PAG
17
Private Advisor Group
New Jersey
$8.38M +$7.15M +155,126 +565%
Goldman Sachs
18
Goldman Sachs
New York
$7.37M +$3.51M +76,038 +90%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$7.29M -$409K -8,879 -5%
RIA
20
Regal Investment Advisors
Michigan
$6.71M -$132K -2,858 -2%
NA
21
Navellier & Associates
Nevada
$5.85M +$107K +2,326 +2%
PFS
22
Prospera Financial Services
Texas
$5.8M -$675K -14,644 -10%
GIA
23
Gladstone Institutional Advisory
Florida
$5.55M +$4.28M +92,909 +331%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.39M -$12M -261,155 -69%
WWM
25
Western Wealth Management
Colorado
$5.1M +$3M +65,161 +142%