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First Trust Multi Cap Growth AlphaDEX Fund
FAD

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$49.9M +$1.96M +12,117 +4%
Raymond James Financial
2
Raymond James Financial
Florida
$22.4M +$3.38M +20,905 +18%
Wells Fargo
3
Wells Fargo
California
$22.2M +$1.08M +6,702 +5%
LPL Financial
4
LPL Financial
California
$20.2M -$210K -1,299 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.39M -$180K -1,112 -2%
Goldman Sachs
6
Goldman Sachs
New York
$8.09M – – –
Osaic Holdings
7
Osaic Holdings
Arizona
$7.88M +$57.4K +355 +0.7%
Truist Financial
8
Truist Financial
North Carolina
$7.63M -$641K -3,963 -8%
PFA
9
Plotkin Financial Advisors
Maryland
$7.27M -$117K -726 -2%
KWS
10
Keystone Wealth Services
California
$6.55M +$8.7M +53,800 New
RFWA
11
RPg Family Wealth Advisory
Massachusetts
$5.14M -$139K -860 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.14M +$749K +4,636 +17%
Bank of America
13
Bank of America
North Carolina
$4.89M -$21.5K -133 -0.4%
SIM
14
Synergy Investment Management
Florida
$4.28M +$29.1K +180 +0.7%
WS
15
Wedbush Securities
California
$4.24M +$4.24M +26,204 New
Creative Planning
16
Creative Planning
Kansas
$4.11M -$8.4K -52 -0.2%
WMP
17
Wealth Management Partners
Arizona
$4.05M +$53.2K +329 +1%
GWM
18
Geneos Wealth Management
Colorado
$3.55M +$58.2K +360 +2%
UBS Group
19
UBS Group
Switzerland
$2.87M +$826K +5,111 +40%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$2.79M +$778K +4,815 +39%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.37M +$2.21M +13,643 +1,404%
PAG
22
Private Advisor Group
New Jersey
$2.3M +$7.6K +47 +0.3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.29M -$381K -2,358 -14%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$2.24M -$40.6K -251 -2%
WWA
25
WCG Wealth Advisors
Nevada
$2.17M -$74.5K -461 -3%
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