We are live on ! Find out more
FYC icon

First Trust Small Cap Growth AlphaDEX Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$56.1M +$41.8M +531,585 +276%
LPL Financial
2
LPL Financial
California
$44.4M +$2.96M +37,716 +7%
Wells Fargo
3
Wells Fargo
California
$31.8M +$12.1M +154,103 +60%
First Trust Advisors
4
First Trust Advisors
Illinois
$19.4M -$137K -1,742 -0.7%
Raymond James Financial
5
Raymond James Financial
Florida
$10.4M +$10.6M +134,427 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.2M -$132K -1,674 -1%
Bank of America
7
Bank of America
North Carolina
$10.2M +$281K +3,572 +3%
EA
8
Eclectic Associates
California
$9.93M +$9.59M +122,030 +1,980%
NWWA
9
New Wave Wealth Advisors
Arkansas
$9.46M +$2.07M +26,383 +28%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$8.5M +$1.88M +23,878 +28%
BAS
11
Brueske Advisory Services
Washington
$8.29M +$8.41M +107,001 New
IA
12
IFP Advisors
Florida
$7.04M -$167K -2,127 -2%
KWM
13
Kingsview Wealth Management
Oregon
$6.65M -$787K -10,016 -10%
CIA
14
Concurrent Investment Advisors
Florida
$6.62M +$483K +6,141 +8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$6.56M -$147K -1,874 -2%
Goldman Sachs
16
Goldman Sachs
New York
$6.25M +$6.34M +80,721 New
IAA
17
Independent Advisor Alliance
North Carolina
$6.23M +$6.32M +80,454 New
MIM
18
Marshall Investment Management
Colorado
$4.93M +$5.21M +66,330 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.67M +$532K +6,775 +13%
BFC
20
Bedel Financial Consulting
Indiana
$4.32M +$209K +2,661 +5%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$4.1M +$190K +2,421 +5%
Stifel Financial
22
Stifel Financial
Missouri
$4.04M +$119K +1,519 +3%
FIS
23
Fischer Investment Strategies
California
$3.95M +$4.01M +51,020 New
RIS
24
Richmond Investment Services
Wisconsin
$3.56M +$3.62M +45,997 New
BEI
25
Benjamin Edwards Inc
Missouri
$3.45M -$231K -2,941 -6%