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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
$193M -$7.16M -105,693 -3%
UBS Group
2
UBS Group
Switzerland
$64.3M -$685K -10,120 -1%
LPL Financial
3
LPL Financial
California
$52.2M -$8.34M -123,180 -13%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$43.4M -$175K -2,584 -0.4%
Wells Fargo
5
Wells Fargo
California
$34M -$312K -4,615 -0.8%
Bank of America
6
Bank of America
North Carolina
$29.5M -$770K -11,371 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$23.4M +$7.63M +112,738 +43%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$18M -$992K -14,647 -5%
CAN
9
Cetera Advisor Networks
California
$16.9M +$2.65M +39,202 +17%
RJA
10
Raymond James & Associates
Florida
$14.8M -$53.4K -789 -0.3%
PAG
11
Private Advisor Group
New Jersey
$14.6M -$557K -8,231 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$14.1M +$1.19M +17,593 +8%
LWAC
13
Laurel Wealth Advisors (California)
California
$11.6M -$24K -354 -0.2%
MHB
14
Midwest Heritage Bank
Iowa
$9.96M -$371K -5,477 -3%
AAS
15
Avantax Advisory Services
Texas
$8.1M -$261K -3,862 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$7.58M +$305K +4,499 +4%
SPC
17
Sigma Planning Corp
Michigan
$7.28M +$1.43M +21,073 +22%
Truist Financial
18
Truist Financial
North Carolina
$7.12M -$504K -7,440 -6%
SMF
19
Sterling Manor Financial
New York
$6.87M -$40.1K -593 -0.5%
RIA
20
Regal Investment Advisors
Michigan
$6.14M +$457K +6,757 +7%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$6.01M -$12.6K -186 -0.2%
KWM
22
Kingsview Wealth Management
Oregon
$5.99M +$1.01M +14,979 +18%
IA
23
IFP Advisors
Florida
$5.77M – – –
CCA
24
Cottonwood Capital Advisors
Utah
$5.71M -$56.9K -841 -0.9%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$5.52M +$1.32M +19,566 +28%
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