We are live on ! Find out more
FXU icon

First Trust Utilities AlphaDEX Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
101
International Assets Investment Management
Florida
$365K +$237 +6 +0.1%
SA
102
Sanctuary Advisors
Indiana
$362K +$75.7K +1,912 +28%
RIA
103
Regal Investment Advisors
Michigan
$358K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$354K +$313K +7,905 +1,081%
SPWM
105
Schrum Private Wealth Management
Florida
$345K
MC
106
Moors & Cabot
Massachusetts
$338K -$22.2K -560 -6%
SWM
107
Spire Wealth Management
Virginia
$326K
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$316K +$5.7K +144 +2%
CAS
109
Coppell Advisory Solutions
Texas
$304K -$635K -16,041 -69%
Jones Financial Companies
110
Jones Financial Companies
Missouri
$302K +$173K +4,367 +143%
BTWM
111
Brass Tax Wealth Management
Ohio
$287K -$7.01K -177 -2%
IA
112
IFP Advisors
Florida
$283K
WE
113
Wealth Effects
Massachusetts
$283K
RFA
114
ROI Financial Advisors
Oregon
$277K -$24.9K -628 -8%
CWP
115
Core Wealth Partners
California
$269K -$594 -15 -0.2%
OFS
116
OneAscent Financial Services
Alabama
$250K +$1.23K +31 +0.5%
AWS
117
Atria Wealth Solutions
New York
$248K +$239K +6,042 New
AWM
118
Axxcess Wealth Management
California
$246K
Goldman Sachs
119
Goldman Sachs
New York
$243K -$102K -2,569 -30%
PSF
120
Pacific Sun Financial
California
$230K -$7.92K -200 -3%
BFA
121
Bright Financial Advisors
Michigan
$228K
BAM
122
Belpointe Asset Management
Nevada
$224K +$216K +5,459 New
FCA
123
Fortis Capital Advisors
Kansas
$224K +$216K +5,459 New
IA
124
IFG Advisory
Georgia
$217K -$1.1M -27,914 -84%
MOS
125
MGO One Seven
Ohio
$214K +$206K +5,214 New