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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
$135M -$3.35M -71,127 -2%
UBS Group
2
UBS Group
Switzerland
$41.7M +$2.49M +52,775 +6%
LPL Financial
3
LPL Financial
California
$26M -$235K -4,977 -0.9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.2M +$8.15M +172,914 +53%
Wells Fargo
5
Wells Fargo
California
$16.5M +$2.14M +45,342 +15%
Bank of America
6
Bank of America
North Carolina
$14.7M -$373K -7,910 -2%
PAG
7
Private Advisor Group
New Jersey
$13.6M +$317K +6,729 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.5M -$781K -16,572 -6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.87M +$186K +3,938 +2%
RJA
10
Raymond James & Associates
Florida
$6.32M -$211K -4,488 -3%
Truist Financial
11
Truist Financial
North Carolina
$5.89M +$2.1M +44,467 +54%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.88M +$334K +7,098 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.2M -$184K -3,905 -4%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$3.37M +$1.18M +24,944 +53%
AAS
15
Avantax Advisory Services
Texas
$3.08M +$914K +19,398 +42%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.65M +$1.07M +22,730 +67%
EAM
17
Eukles Asset Management
Ohio
$2.6M +$128K +2,716 +5%
WI
18
Wintrust Investments
Illinois
$2.5M +$273K +5,789 +12%
SCA
19
Snowden Capital Advisors
New York
$2.34M -$3.91K -83 -0.2%
SPC
20
Sigma Planning Corp
Michigan
$2.32M +$856K +18,159 +57%
KPWS
21
Kestra Private Wealth Services
Texas
$2.16M +$2.21M +46,955 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.1M -$107K -2,271 -5%
DADC
23
D.A. Davidson & Co
Montana
$2.04M -$317K -6,722 -13%
Stifel Financial
24
Stifel Financial
Missouri
$2.04M +$575K +12,203 +39%
FAAS
25
First Allied Advisory Services
California
$1.92M -$297K -6,296 -13%
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