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First Trust Large Cap Value AlphaDEX Fund
FTA

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
126
MTM Investment Management
South Carolina
$447K -$30.5K -425 -7%
IWN
127
Independent Wealth Network
Iowa
$439K -$7.6K -106 -2%
MWM
128
MGB Wealth Management
Texas
$430K +$72 +1 +0%
DAS
129
Diversify Advisory Services
Utah
$429K +$405K +5,650 New
ATPW
130
Ashton Thomas Private Wealth
Arizona
$429K -$11.9K -166 -3%
PS
131
Principal Securities
Iowa
$412K +$12.9K +180 +3%
FAIM
132
Financial Advocates Investment Management
Washington
$385K -$100K -1,398 -22%
HFW
133
Horizon Family Wealth
Illinois
$359K +$1.29K +18 +0.4%
OIA
134
OneDigital Investment Advisors
Kansas
$351K +$85.2K +1,188 +35%
AWM
135
Apollon Wealth Management
South Carolina
$347K +$116K +1,624 +56%
AFP
136
Ausdal Financial Partners
Iowa
$345K -$86.8K -1,210 -21%
EAM
137
Empirical Asset Management
Massachusetts
$336K +$1.22K +17 +0.4%
WAM
138
WealthTrust Asset Management
Florida
$331K +$861 +12 +0.3%
KAS
139
KPP Advisory Services
Kentucky
$320K +$300K +4,186 New
VA
140
Valmark Advisers
Ohio
$316K – – –
SP
141
Sequent Planning
Nebraska
$316K +$296K +4,132 New
MSAM
142
Moloney Securities Asset Management
Missouri
$314K -$113K -1,570 -28%
SWM
143
Spire Wealth Management
Virginia
$312K -$6.74K -94 -2%
FFA
144
Founders Financial Alliance
North Carolina
$310K – – –
TSWM
145
Tyler-Stone Wealth Management
Ohio
$310K -$61.9K -863 -18%
BWA
146
BlueChip Wealth Advisors
Georgia
$307K – – –
WCFA
147
Walkner Condon Financial Advisors
Wisconsin
$307K -$149K -2,084 -34%
CAM
148
Cresset Asset Management
Illinois
$303K +$502 +7 +0.2%
EWM
149
EPG Wealth Management
Georgia
$302K +$717 +10 +0.3%
TA
150
TrueWealth Advisors
Alabama
$294K +$34.4K +479 +14%
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6
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