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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
$120M +$119M +3,440,871 New
Bank of America
2
Bank of America
North Carolina
$25.1M +$24.9M +719,225 New
Wells Fargo
3
Wells Fargo
California
$20.3M +$20.2M +582,641 New
LPL Financial
4
LPL Financial
California
$17.1M +$16.9M +488,892 New
U
5
UBS
Switzerland
$14.8M +$14.7M +423,179 New
CA
6
Cetera Advisors
Colorado
$9.33M +$9.26M +267,337 New
First Trust Advisors
7
First Trust Advisors
Illinois
$6.83M +$6.79M +195,842 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.04M +$5M +144,407 New
RJA
9
Raymond James & Associates
Florida
$3.86M +$3.83M +110,536 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.97M +$2.95M +85,153 New
HFS
11
HL Financial Services
Kentucky
$2.95M +$2.93M +84,514 New
BAAM
12
Baker Avenue Asset Management
California
$2.49M +$2.47M +71,354 New
Ameriprise
13
Ameriprise
Minnesota
$2.08M +$2.06M +59,519 New
AIM
14
Aspen Investment Management
Michigan
$1.93M +$1.92M +55,270 New
VFS
15
VSR Financial Services
Kansas
$1.41M +$1.4M +40,381 New
B
16
Baird
Wisconsin
$1.06M +$1.05M +30,311 New
KCG
17
Knight Capital Group
$682K +$677K +19,551 New
William Blair & Company
18
William Blair & Company
Illinois
$671K +$667K +19,244 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$622K +$618K +17,824 New
BTS
20
BB&T Securities
Virginia
$580K +$576K +16,612 New
CS
21
Comerica Securities
Michigan
$542K +$538K +15,531 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$515K +$512K +14,769 New
SNC
23
Stifel Nicolaus & Co
Missouri
$487K +$484K +13,966 New
SF
24
Synovus Financial
Georgia
$327K +$325K +9,374 New
AIG
25
American International Group
New York
$294K +$292K +8,433 New
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