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First Trust Large Cap Value AlphaDEX Fund
FTA

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$171M -$3.54M -37,420 -2%
LPL Financial
2
LPL Financial
California
$109M +$4.94M +52,150 +5%
UBS Group
3
UBS Group
Switzerland
$75.4M -$17.9M -189,394 -20%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.1M +$14.9M +156,933 +52%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$37.5M -$1.32M -13,967 -3%
Bank of America
6
Bank of America
North Carolina
$37.1M -$755K -7,973 -2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$33.3M -$123K -1,297 -0.4%
Raymond James Financial
8
Raymond James Financial
Florida
$30.2M +$1.59M +16,819 +6%
IWC
9
Integrated Wealth Concepts
Massachusetts
$19.8M +$620K +6,543 +3%
Wells Fargo
10
Wells Fargo
California
$19.1M +$34.7K +366 +0.2%
KWM
11
Kingsview Wealth Management
Oregon
$17.8M +$682K +7,201 +4%
NA
12
NewEdge Advisors
Louisiana
$15.6M +$426K +4,496 +3%
AssetMark Inc
13
AssetMark Inc
California
$14.3M +$821K +8,663 +6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$13.8M -$395K -4,165 -3%
PAG
15
Private Advisor Group
New Jersey
$12.9M -$1.07M -11,311 -8%
Osaic Holdings
16
Osaic Holdings
Arizona
$12.1M +$796K +8,402 +7%
BEI
17
Benjamin Edwards Inc
Missouri
$11M +$861K +9,090 +9%
Goldman Sachs
18
Goldman Sachs
New York
$9.97M +$58.6K +619 +0.6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$8.87M -$3.57M -37,654 -29%
KWM
20
Kaydan Wealth Management
Michigan
$8.38M -$210K -2,213 -2%
Truist Financial
21
Truist Financial
North Carolina
$8.1M +$1.26M +13,305 +19%
IWM
22
IHT Wealth Management
Illinois
$7.83M +$45.6K +481 +0.6%
HI
23
Harbour Investments
Wisconsin
$7.76M +$393K +4,145 +5%
HFP
24
Holistic Financial Partners
Indiana
$7.58M -$5.9M -62,309 -44%
Stifel Financial
25
Stifel Financial
Missouri
$7.53M +$819K +8,650 +13%
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