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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 +$10M +154,449 +5%
UBS Group
2
UBS Group
Switzerland
$70.7M +$408K +6,283 +0.6%
LPL Financial
3
LPL Financial
California
$57.2M +$2.8M +43,086 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$47.6M -$81.7K -1,259 -0.2%
Wells Fargo
5
Wells Fargo
California
$36.1M +$241K +3,721 +0.7%
Bank of America
6
Bank of America
North Carolina
$27M -$3.6M -55,472 -12%
Osaic Holdings
7
Osaic Holdings
Arizona
$25.6M -$537K -8,270 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$22.8M +$2.22M +34,243 +11%
CAN
9
Cetera Advisor Networks
California
$20.2M +$12.7M +196,394 +177%
KWM
10
Kaydan Wealth Management
Michigan
$18.7M +$18.5M +284,895 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$17.3M +$1.91M +29,374 +13%
RJA
12
Raymond James & Associates
Florida
$16.6M +$1.36M +20,925 +9%
LWAC
13
Laurel Wealth Advisors (California)
California
$12.3M +$48.5K +748 +0.4%
MHB
14
Midwest Heritage Bank
Iowa
$10.3M +$905K +13,955 +10%
AAS
15
Avantax Advisory Services
Texas
$9.25M +$893K +13,768 +11%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$9.08M +$5.25M +80,912 +142%
SPC
17
Sigma Planning Corp
Michigan
$7.93M +$166K +2,556 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$7.68M -$206K -3,176 -3%
SCA
19
Snowden Capital Advisors
New York
$7.6M +$404K +6,232 +6%
KWM
20
Kingsview Wealth Management
Oregon
$7.47M +$154K +2,379 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$6.98M +$2.03M +31,229 +42%
Truist Financial
22
Truist Financial
North Carolina
$6.91M -$515K -7,941 -7%
SMF
23
Sterling Manor Financial
New York
$6.68M -$359K -5,538 -5%
RIA
24
Regal Investment Advisors
Michigan
$6.6M +$55.1K +850 +0.9%
CCA
25
Cottonwood Capital Advisors
Utah
$6.19M -$17.7K -273 -0.3%
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