We are live on ! Find out more
FXU icon

First Trust Utilities AlphaDEX Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
101
Rehmann Capital Advisory Group
Michigan
$539K -$68.6K -1,489 -11%
WWM
102
Western Wealth Management
Colorado
$535K +$110K +2,380 +25%
Corient Private Wealth
103
Corient Private Wealth
Florida
$530K -$33.9K -736 -6%
FFA
104
Farther Finance Advisors
California
$516K
IA
105
IFP Advisors
Florida
$515K +$875 +19 +0.2%
JP Morgan Chase
106
JP Morgan Chase
New York
$501K +$77K +1,672 +18%
HAM
107
Harmony Asset Management
Arizona
$500K -$118K -2,559 -19%
BFG
108
Beto Financial Group
Idaho
$490K +$490K +10,645 New
RFWA
109
RPg Family Wealth Advisory
Massachusetts
$488K -$243K -5,278 -33%
RPG
110
Risk Paradigm Group
Texas
$476K +$487K +10,566 New
USCWA
111
U.S. Capital Wealth Advisors
Texas
$473K +$98.2K +2,132 +25%
OCPWS
112
One Charles Private Wealth Services
Massachusetts
$469K -$11.5K -250 -2%
SEIA
113
Signature Estate & Investment Advisors
California
$465K +$3.32K +72 +0.7%
MWM
114
Meridian Wealth Management
Kentucky
$464K
RFA
115
Resurgent Financial Advisors
Georgia
$458K +$469K +10,186 New
CCA
116
Cadent Capital Advisors
Oklahoma
$448K +$93.1K +2,021 +25%
LS
117
Leelyn Smith
Illinois
$416K +$25.5K +553 +6%
SPWM
118
Schrum Private Wealth Management
Florida
$379K
LJCM
119
Lee Johnson Capital Management
Texas
$374K -$829 -18 -0.2%
CA
120
Claro Advisors
Massachusetts
$364K -$27.6K -598 -7%
HI
121
Harbour Investments
Wisconsin
$358K +$24.4K +530 +7%
GAM
122
Gotham Asset Management
New York
$356K +$364K +7,908 New
GVCM
123
Global View Capital Management
Wisconsin
$353K -$43.5K -943 -11%
MC
124
Moors & Cabot
Massachusetts
$351K -$24.6K -533 -6%
CAS
125
Coppell Advisory Solutions
Texas
$333K