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First Trust Utilities AlphaDEX Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Meridian Wealth Management
Kentucky
$409K
NA
52
NewEdge Advisors
Louisiana
$402K +$85.8K +2,642 +7%
IA
53
IFP Advisors
Florida
$394K +$97.3K +2,994 +24%
CWM
54
Congress Wealth Management
Massachusetts
$381K -$45.8M -1,409,277 -99%
RIA
55
Regal Investment Advisors
Michigan
$368K +$10.1K +312 +3%
AWS
56
Atria Wealth Solutions
New York
$336K +$329K +10,132 New
CWA
57
Clarus Wealth Advisors
Arizona
$319K +$54.4K +1,673 +21%
BFEC
58
Benjamin F. Edwards & Company
Missouri
$312K +$2.34K +72 +0.8%
Goldman Sachs
59
Goldman Sachs
New York
$309K +$302K +9,306 New
SAM
60
SignalPoint Asset Management
Missouri
$297K -$162 -5 -0.1%
CW
61
CreativeOne Wealth
Kansas
$283K +$277K +8,512 New
SPWM
62
Schrum Private Wealth Management
Florida
$279K
PA
63
PSI Advisors
Florida
$273K +$4.61K +142 +2%
WWM
64
Western Wealth Management
Colorado
$248K -$413K -12,718 -63%
WE
65
Wealth Effects
Massachusetts
$242K
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$241K +$226K +6,964 +2,487%
EWM
67
EPG Wealth Management
Georgia
$234K +$942 +29 +0.4%
EA
68
Eudaimonia Advisors
Tennessee
$229K +$8.38K +258 +4%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$225K +$221K +6,788 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$225K -$4.84K -149 -2%
AR
71
Apeiron RIA
Texas
$224K +$219K +6,737 New
CA
72
Cetera Advisors
Colorado
$219K +$214K +6,595 New
DC
73
Davenport & Co
Virginia
$214K +$209K +6,447 New
FFN
74
Focus Financial Network
Minnesota
$214K +$209K +6,433 New
PSF
75
Pacific Sun Financial
California
$206K -$58.5K -1,800 -23%