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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
$227M +$12.5M +178,285 +6%
UBS Group
2
UBS Group
Switzerland
$73.7M +$1.01M +14,447 +1%
LPL Financial
3
LPL Financial
California
$67.9M +$7.32M +104,766 +12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$49.5M -$1.52M -21,720 -3%
Wells Fargo
5
Wells Fargo
California
$38.9M +$4.39M +62,779 +13%
Bank of America
6
Bank of America
North Carolina
$34.3M +$3.21M +45,961 +10%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$21.5M +$2.44M +34,848 +13%
PAG
8
Private Advisor Group
New Jersey
$17.2M +$1.01M +14,522 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$17M +$343K +4,914 +2%
RJA
10
Raymond James & Associates
Florida
$16.8M +$4.48M +64,097 +37%
CAN
11
Cetera Advisor Networks
California
$16.4M -$4.26M -60,961 -21%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$14.8M -$2.1M -30,081 -13%
LWAC
13
Laurel Wealth Advisors (California)
California
$13.2M +$1.81M +25,895 +16%
MHB
14
Midwest Heritage Bank
Iowa
$11.7M +$2.71M +38,815 +31%
AAS
15
Avantax Advisory Services
Texas
$9.46M +$135K +1,925 +1%
Truist Financial
16
Truist Financial
North Carolina
$8.6M -$763K -10,916 -8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$8.29M +$486K +6,951 +6%
SMF
18
Sterling Manor Financial
New York
$7.84M +$7.77M +111,164 New
SPC
19
Sigma Planning Corp
Michigan
$6.78M +$3.04M +43,519 +83%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$6.74M +$931K +13,322 +16%
CCA
21
Cottonwood Capital Advisors
Utah
$6.54M +$98.1K +1,403 +2%
RIA
22
Regal Investment Advisors
Michigan
$6.5M +$108K +1,545 +2%
IA
23
IFP Advisors
Florida
$5.77M +$2.53M +36,205 +49%
KWM
24
Kingsview Wealth Management
Oregon
$5.75M -$155K -2,223 -3%
IWC
25
Integrated Wealth Concepts
Massachusetts
$5.38M +$1.11M +15,862 +26%
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