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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
$177M -$3M -46,626 -1%
UBS Group
2
UBS Group
Switzerland
$61.6M +$2.07M +32,222 +3%
LPL Financial
3
LPL Financial
California
$47.6M -$965K -15,011 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$41.8M +$1.67M +25,949 +4%
Wells Fargo
5
Wells Fargo
California
$31.4M -$184K -2,868 -0.5%
Bank of America
6
Bank of America
North Carolina
$26.9M -$589K -9,168 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$22.9M +$1.39M +21,548 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$18M +$1.47M +22,886 +8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13.4M +$393K +6,112 +3%
RJA
10
Raymond James & Associates
Florida
$13.3M -$431K -6,697 -3%
PAG
11
Private Advisor Group
New Jersey
$13.1M -$541K -8,421 -4%
LWAC
12
Laurel Wealth Advisors (California)
California
$10.8M -$27.6K -429 -0.2%
MHB
13
Midwest Heritage Bank
Iowa
$8.2M -$1.17M -18,189 -11%
AAS
14
Avantax Advisory Services
Texas
$7.31M -$230K -3,571 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.91M -$148K -2,306 -2%
SPC
16
Sigma Planning Corp
Michigan
$6.8M +$49.5K +770 +0.7%
Truist Financial
17
Truist Financial
North Carolina
$6.51M -$104K -1,612 -1%
CAN
18
Cetera Advisor Networks
California
$6.42M -$10.3M -160,568 -59%
KWM
19
Kingsview Wealth Management
Oregon
$6.41M +$941K +14,635 +15%
SCA
20
Snowden Capital Advisors
New York
$6.3M +$2.45M +38,045 +53%
SMF
21
Sterling Manor Financial
New York
$6.18M -$222K -3,459 -3%
IA
22
IFP Advisors
Florida
$6M +$270K +4,198 +4%
RIA
23
Regal Investment Advisors
Michigan
$5.74M +$38.8K +604 +0.6%
CCA
24
Cottonwood Capital Advisors
Utah
$5.45M +$158K +2,461 +3%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$5.19M -$341K -5,296 -6%
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