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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
$215M +$10.1M +200,255 +5%
UBS Group
2
UBS Group
Switzerland
$91.1M +$6.69M +132,126 +8%
TIM
3
Total Investment Management
Arizona
$49.3M +$3.34M +66,077 +8%
Wells Fargo
4
Wells Fargo
California
$47M -$8.07M -159,469 -15%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$37.5M +$4.87M +96,185 +15%
LPL Financial
6
LPL Financial
California
$36M -$5.63M -111,247 -14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$33M +$8.2M +162,084 +34%
Bank of America
8
Bank of America
North Carolina
$29.5M +$248K +4,894 +0.9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$24.4M +$5.82M +115,068 +32%
PI
10
PFS Investments
Georgia
$22.2M +$4.88M +96,388 +29%
PAG
11
Private Advisor Group
New Jersey
$19.5M +$1.67M +32,906 +10%
AG
12
Advisor Group
Arizona
$11.9M +$3.41M +67,398 +41%
RJA
13
Raymond James & Associates
Florida
$10M -$1.38M -27,239 -12%
RWMH
14
Riverpoint Wealth Management Holdings
Illinois
$9.36M +$189K +3,737 +2%
GIA
15
Gladstone Institutional Advisory
Florida
$6.92M +$670K +13,237 +11%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$6.54M +$567K +11,196 +10%
FAAS
17
First Allied Advisory Services
California
$6.32M -$2.51M -49,504 -29%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.82M +$131K +2,587 +2%
HI
19
Horizon Investments
North Carolina
$4.98M +$720K +14,231 +17%
DADC
20
D.A. Davidson & Co
Montana
$4.93M +$105K +2,067 +2%
CCA
21
Clearwater Capital Advisors
Illinois
$4.9M -$315K -6,230 -6%
HFS
22
HL Financial Services
Kentucky
$4.81M -$121K -2,384 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.77M -$1.05M -20,825 -18%
Goldman Sachs
24
Goldman Sachs
New York
$4.75M +$3.84M +75,888 +468%
WI
25
Wintrust Investments
Illinois
$4.47M +$426K +8,418 +11%
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