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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
$168M -$15.4M -226,849 -8%
UBS Group
2
UBS Group
Switzerland
$64.4M +$1.36M +20,154 +2%
LPL Financial
3
LPL Financial
California
$61.3M -$726K -10,717 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$47.3M -$13M -191,543 -21%
Osaic Holdings
5
Osaic Holdings
Arizona
$30.5M +$2.43M +35,946 +8%
Bank of America
6
Bank of America
North Carolina
$24.6M -$1.89M -27,888 -7%
Wells Fargo
7
Wells Fargo
California
$22.5M -$2.98M -43,928 -11%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$19.3M -$6.42M -94,729 -24%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$19M +$1.36M +20,042 +7%
MHB
10
Midwest Heritage Bank
Iowa
$16.8M +$304K +4,484 +2%
RJA
11
Raymond James & Associates
Florida
$16.2M -$1.93M -28,436 -10%
PAG
12
Private Advisor Group
New Jersey
$14.7M -$154K -2,271 -1%
IWC
13
Integrated Wealth Concepts
Massachusetts
$12.8M -$3.15M -46,547 -19%
Truist Financial
14
Truist Financial
North Carolina
$12.4M -$1.01M -14,898 -7%
KWM
15
Kingsview Wealth Management
Oregon
$11.8M +$4.31M +63,608 +53%
CAN
16
Cetera Advisor Networks
California
$9.78M +$509K +7,523 +5%
AAS
17
Avantax Advisory Services
Texas
$9.48M +$1.49K +22 +0%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$8.92M -$441K -6,505 -5%
HFP
19
Holistic Financial Partners
Indiana
$8.62M +$1.44M +21,293 +19%
SCA
20
Snowden Capital Advisors
New York
$8.15M +$54.7K +807 +0.6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$8.13M -$667K -9,843 -7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.82M -$543K -8,013 -6%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$7.49M -$864K -12,764 -10%
RIA
24
Regal Investment Advisors
Michigan
$7.29M +$537K +7,930 +8%
AWM
25
AE Wealth Management
Kansas
$6.51M -$89.1K -1,315 -1%
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