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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
$188M -$37.1M -562,135 -16%
UBS Group
2
UBS Group
Switzerland
$76.7M +$11.3M +170,506 +17%
LPL Financial
3
LPL Financial
California
$55.5M -$377K -5,710 -0.7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$43.6M +$8.14M +123,181 +22%
Wells Fargo
5
Wells Fargo
California
$28.8M -$97.9K -1,481 -0.3%
Bank of America
6
Bank of America
North Carolina
$26.9M +$437K +6,621 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.6M -$944K -14,289 -5%
CAN
8
Cetera Advisor Networks
California
$16.1M +$1.83M +27,675 +12%
PAG
9
Private Advisor Group
New Jersey
$16M +$15.7K +237 +0.1%
Osaic Holdings
10
Osaic Holdings
Arizona
$14.2M +$171K +2,583 +1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$12.6M +$2.23M +33,753 +21%
RJA
12
Raymond James & Associates
Florida
$11M +$12.7K +192 +0.1%
Truist Financial
13
Truist Financial
North Carolina
$8.13M -$84.4K -1,277 -1%
AAS
14
Avantax Advisory Services
Texas
$7.21M +$153K +2,323 +2%
HI
15
Harbour Investments
Wisconsin
$6.56M -$41.4K -627 -0.6%
RIA
16
Regal Investment Advisors
Michigan
$5.66M +$276K +4,172 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.48M +$189K +2,863 +3%
KIG
18
Kowal Investment Group
Wisconsin
$5.07M -$221K -3,337 -4%
KWM
19
Kingsview Wealth Management
Oregon
$5M -$202K -3,061 -4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$4.7M -$46.3K -700 -1%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$4.51M +$337K +5,095 +8%
SPC
22
Sigma Planning Corp
Michigan
$4.3M +$269K +4,065 +6%
Stifel Financial
23
Stifel Financial
Missouri
$4.27M -$1.31M -19,850 -23%
USCWA
24
U.S. Capital Wealth Advisors
Texas
$4.22M +$4.33M +65,506 New
DADC
25
D.A. Davidson & Co
Montana
$4.04M +$641K +9,695 +18%
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