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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
$198M -$16M -234,033 -7%
UBS Group
2
UBS Group
Switzerland
$72.7M +$1.41M +20,610 +2%
LPL Financial
3
LPL Financial
California
$62.6M +$5.09M +74,403 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$60.2M +$12.6M +183,722 +25%
Wells Fargo
5
Wells Fargo
California
$36.2M -$210K -3,063 -0.6%
Bank of America
6
Bank of America
North Carolina
$30.3M +$3.1M +45,342 +11%
Osaic Holdings
7
Osaic Holdings
Arizona
$28.7M +$2.93M +42,848 +11%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$23.2M +$140K +2,040 +0.6%
CAN
9
Cetera Advisor Networks
California
$21.3M +$876K +12,788 +4%
RJA
10
Raymond James & Associates
Florida
$18.4M +$1.71M +25,032 +10%
IWC
11
Integrated Wealth Concepts
Massachusetts
$18.3M +$13.7M +199,749 +262%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$17M -$406K -5,924 -2%
Truist Financial
13
Truist Financial
North Carolina
$16.9M +$10.2M +149,680 +143%
MHB
14
Midwest Heritage Bank
Iowa
$16.4M +$6.27M +91,611 +59%
PAG
15
Private Advisor Group
New Jersey
$15.2M +$128K +1,868 +0.8%
AAS
16
Avantax Advisory Services
Texas
$9.24M -$96.8K -1,414 -1%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$9.04M -$124K -1,807 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$8.07M +$342K +4,988 +4%
SCA
19
Snowden Capital Advisors
New York
$7.98M +$317K +4,632 +4%
SPC
20
Sigma Planning Corp
Michigan
$7.96M -$41.6K -608 -0.5%
KWM
21
Kingsview Wealth Management
Oregon
$7.87M +$339K +4,952 +4%
HFP
22
Holistic Financial Partners
Indiana
$6.96M +$7.18M +104,875 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$6.83M -$220K -3,217 -3%
RIA
24
Regal Investment Advisors
Michigan
$6.8M +$141K +2,066 +2%
MML Investors Services
25
MML Investors Services
Massachusetts
$6.4M +$2.56M +37,438 +64%
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