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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
$188M -$11.1M -170,516 -6%
UBS Group
2
UBS Group
Switzerland
$65M -$7.78M -119,631 -11%
LPL Financial
3
LPL Financial
California
$63.8M +$946K +14,545 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$61.4M +$911K +14,014 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$29M +$205K +3,148 +0.7%
Bank of America
6
Bank of America
North Carolina
$27.2M -$3.15M -48,445 -11%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$26.1M +$2.8M +43,067 +12%
Wells Fargo
8
Wells Fargo
California
$26.1M -$9.97M -153,260 -28%
RJA
9
Raymond James & Associates
Florida
$18.6M +$116K +1,787 +0.6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$18.3M +$1.14M +17,551 +7%
MHB
11
Midwest Heritage Bank
Iowa
$17M +$428K +6,581 +3%
IWC
12
Integrated Wealth Concepts
Massachusetts
$16.3M -$2.09M -32,114 -12%
PAG
13
Private Advisor Group
New Jersey
$15.3M +$50.9K +783 +0.3%
Truist Financial
14
Truist Financial
North Carolina
$13.8M -$3.14M -48,335 -19%
AAS
15
Avantax Advisory Services
Texas
$9.76M +$471K +7,240 +5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.61M +$1.46M +22,516 +19%
CAN
17
Cetera Advisor Networks
California
$9.57M -$11.5M -176,891 -55%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$9.03M -$56.1K -862 -0.6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$8.58M +$3.46M +53,286 +71%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$8.56M +$4.08M +62,752 +96%
SCA
21
Snowden Capital Advisors
New York
$8.33M +$313K +4,808 +4%
KWM
22
Kingsview Wealth Management
Oregon
$7.93M +$31K +477 +0.4%
CAS
23
Coppell Advisory Solutions
Texas
$7.54M +$2.65M +40,699 +56%
HFP
24
Holistic Financial Partners
Indiana
$7.46M +$452K +6,954 +7%
RIA
25
Regal Investment Advisors
Michigan
$6.98M +$145K +2,235 +2%
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