We are live on ! Find out more
FYT icon

First Trust Small Cap Value AlphaDEX Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$15M -$1.14M -21,757 -7%
SW
2
Simplicity Wealth
New Jersey
$14.7M +$509K +9,757 +4%
LPL Financial
3
LPL Financial
California
$13.7M +$252K +4,828 +2%
BIP
4
Blueprint Investment Partners
North Carolina
$13M -$403K -7,727 -3%
Morgan Stanley
5
Morgan Stanley
New York
$9.52M -$3.98M -76,226 -29%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.75M +$714K +13,668 +9%
RIA
7
Regal Investment Advisors
Michigan
$6.9M +$302K +5,791 +5%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$4.5M +$203K +3,897 +5%
PAG
9
Private Advisor Group
New Jersey
$4.41M -$577K -11,047 -11%
RJA
10
Raymond James & Associates
Florida
$4.12M -$429K -8,220 -9%
KWM
11
Kingsview Wealth Management
Oregon
$3.9M +$70.1K +1,342 +2%
HI
12
Harbour Investments
Wisconsin
$3.5M +$232K +4,452 +7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.28M -$144K -2,759 -4%
UBS Group
14
UBS Group
Switzerland
$2.82M -$14.9K -286 -0.5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.79M -$1M -19,242 -26%
Stifel Financial
16
Stifel Financial
Missouri
$2.76M +$244K +4,678 +10%
Truist Financial
17
Truist Financial
North Carolina
$2.65M -$83K -1,590 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.08M -$113K -2,171 -5%
Citadel Advisors
19
Citadel Advisors
Florida
$2.01M +$641K +12,277 +46%
KAS
20
Kestra Advisory Services
Texas
$1.59M +$44.7K +857 +3%
TRCT
21
Tower Research Capital (TRC)
New York
$1.44M +$540K +10,349 +59%
US Bancorp
22
US Bancorp
Minnesota
$1.33M +$21.4K +409 +2%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.31M -$185K -3,537 -12%
SA
24
Sanctuary Advisors
Indiana
$886K +$892K +17,091 New
AWS
25
Atria Wealth Solutions
New York
$870K -$677K -12,963 -44%