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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
$228M +$28.5M +430,244 +14%
UBS Group
2
UBS Group
Switzerland
$67M +$1.49M +22,431 +2%
LPL Financial
3
LPL Financial
California
$56.9M +$10.3M +155,898 +22%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$36.4M +$553K +8,327 +2%
Wells Fargo
5
Wells Fargo
California
$29.4M +$4.59M +69,162 +18%
Bank of America
6
Bank of America
North Carolina
$27M +$1.84M +27,687 +7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$17.8M -$635K -9,572 -3%
PAG
8
Private Advisor Group
New Jersey
$16.3M -$426K -6,427 -3%
CAN
9
Cetera Advisor Networks
California
$14.6M +$12.8M +192,769 +648%
Osaic Holdings
10
Osaic Holdings
Arizona
$14.3M +$4.93M +74,338 +52%
RJA
11
Raymond James & Associates
Florida
$11.2M +$454K +6,848 +4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.7M +$588K +8,868 +6%
Truist Financial
13
Truist Financial
North Carolina
$8.37M -$428K -6,450 -5%
AAS
14
Avantax Advisory Services
Texas
$7.2M -$99.8K -1,504 -1%
HI
15
Harbour Investments
Wisconsin
$6.73M +$137K +2,067 +2%
Stifel Financial
16
Stifel Financial
Missouri
$5.66M +$1.38M +20,728 +32%
RIA
17
Regal Investment Advisors
Michigan
$5.49M +$5.55M +83,604 New
JIP
18
Jaffetilchin Investment Partners
Florida
$5.45M +$422K +6,362 +8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.4M +$399K +6,016 +8%
KIG
20
Kowal Investment Group
Wisconsin
$5.38M -$881K -13,284 -14%
KWM
21
Kingsview Wealth Management
Oregon
$5.34M +$1.84M +27,754 +52%
UR
22
USCA RIA
Texas
$5.27M +$833K +12,551 +19%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$4.84M -$53.7K -809 -1%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$4.27M +$286K +4,317 +7%
SPC
25
Sigma Planning Corp
Michigan
$4.11M +$496K +7,476 +14%
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