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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
$194M +$11.3M +189,665 +7%
UBS Group
2
UBS Group
Switzerland
$63.5M +$4.63M +77,497 +8%
LPL Financial
3
LPL Financial
California
$45.3M +$5.62M +94,210 +15%
TIM
4
Total Investment Management
Arizona
$36.7M +$59.6M +998,283 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.7M +$873K +14,633 +3%
Bank of America
6
Bank of America
North Carolina
$24.4M +$2.88M +48,212 +14%
Wells Fargo
7
Wells Fargo
California
$24.1M -$1.81M -30,278 -7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$17.9M +$170K +2,840 +1%
PAG
9
Private Advisor Group
New Jersey
$16.2M -$1.9M -31,915 -11%
RJA
10
Raymond James & Associates
Florida
$10.4M +$1.55M +25,998 +19%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$9.77M +$2.34M +39,184 +34%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.09M +$879K +14,735 +12%
Truist Financial
13
Truist Financial
North Carolina
$8.53M +$236K +3,955 +3%
AAS
14
Avantax Advisory Services
Texas
$7.07M +$954K +15,980 +17%
HI
15
Harbour Investments
Wisconsin
$6.39M +$5.99M +100,397 New
KIG
16
Kowal Investment Group
Wisconsin
$6.06M -$513K -8,587 -8%
AI
17
Atria Investments
North Carolina
$5.21M +$4.89M +81,854 New
CAS
18
Cascadia Advisory Services
Oregon
$5.19M +$4.87M +81,517 New
JIP
19
Jaffetilchin Investment Partners
Florida
$4.88M +$4.58M +76,696 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.85M -$350K -5,857 -7%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$4.74M +$368K +6,162 +9%
UR
22
USCA RIA
Texas
$4.31M +$1.24M +20,750 +44%
Stifel Financial
23
Stifel Financial
Missouri
$4.17M +$944K +15,825 +32%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$3.86M -$720K -12,067 -17%
MML Investors Services
25
MML Investors Services
Massachusetts
$3.84M -$10.9K -183 -0.3%
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