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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
$212M +$8.4M +124,071 +4%
UBS Group
2
UBS Group
Switzerland
$72M -$10.9M -160,289 -13%
LPL Financial
3
LPL Financial
California
$60M -$190K -2,808 -0.3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.5M +$3.12M +46,007 +7%
Wells Fargo
5
Wells Fargo
California
$34.2M +$2.86M +42,273 +9%
Bank of America
6
Bank of America
North Carolina
$30.8M +$1.58M +23,376 +6%
CAN
7
Cetera Advisor Networks
California
$20.5M +$2.94M +43,338 +17%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$18.8M +$4.97M +73,420 +37%
Osaic Holdings
9
Osaic Holdings
Arizona
$18M +$2.59M +38,225 +17%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$16.7M -$1.22M -18,011 -7%
PAG
11
Private Advisor Group
New Jersey
$16M -$1.26M -18,615 -8%
RJA
12
Raymond James & Associates
Florida
$12.2M +$249K +3,682 +2%
LWAC
13
Laurel Wealth Advisors (California)
California
$11.3M +$10.9M +161,584 New
Truist Financial
14
Truist Financial
North Carolina
$9.29M +$456K +6,727 +5%
AAS
15
Avantax Advisory Services
Texas
$9.24M +$1.38M +20,433 +18%
MHB
16
Midwest Heritage Bank
Iowa
$8.88M +$8.6M +127,017 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7.73M +$1.73M +25,533 +30%
CCA
18
Cottonwood Capital Advisors
Utah
$6.38M +$6.19M +91,370 New
RIA
19
Regal Investment Advisors
Michigan
$6.33M +$191K +2,824 +3%
KWM
20
Kingsview Wealth Management
Oregon
$5.85M +$410K +6,047 +8%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$5.75M +$626K +9,239 +13%
HWM
22
Holloway Wealth Management
Florida
$5.38M – – –
KIG
23
Kowal Investment Group
Wisconsin
$5.18M -$308K -4,552 -6%
IA
24
IFP Advisors
Florida
$5.12M +$885K +13,060 +22%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$5M +$96.3K +1,421 +2%
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