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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
$164M -$18M -272,545 -11%
UBS Group
2
UBS Group
Switzerland
$73.9M +$3.2M +48,483 +5%
LPL Financial
3
LPL Financial
California
$64.3M -$2.61M -39,434 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$41.5M -$9.56M -144,655 -20%
Osaic Holdings
5
Osaic Holdings
Arizona
$25.9M -$6.98M -105,541 -22%
Bank of America
6
Bank of America
North Carolina
$25.1M -$1.7M -25,664 -7%
Wells Fargo
7
Wells Fargo
California
$20.4M -$3.91M -59,159 -17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$19M -$1.75M -26,416 -9%
KWM
9
Kingsview Wealth Management
Oregon
$18M +$4.73M +71,583 +39%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$17.8M -$3M -45,419 -15%
MHB
11
Midwest Heritage Bank
Iowa
$17M -$1.27M -19,223 -7%
PAG
12
Private Advisor Group
New Jersey
$16M -$74.4K -1,125 -0.5%
RJA
13
Raymond James & Associates
Florida
$14.7M -$2.87M -43,443 -17%
IWC
14
Integrated Wealth Concepts
Massachusetts
$13.9M -$76.6K -1,159 -0.6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$11.1M +$2.34M +35,437 +29%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$10.9M +$1.06M +16,087 +12%
CAN
17
Cetera Advisor Networks
California
$10.6M -$83.1K -1,257 -0.8%
AAS
18
Avantax Advisory Services
Texas
$9.75M -$578K -8,738 -6%
HFP
19
Holistic Financial Partners
Indiana
$8.93M -$471K -7,123 -5%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$8.59M -$281K -4,249 -3%
VAS
21
Vestmark Advisory Solutions
Massachusetts
$8.35M +$152K +2,298 +2%
RIA
22
Regal Investment Advisors
Michigan
$7.86M -$112K -1,694 -2%
Truist Financial
23
Truist Financial
North Carolina
$7.5M -$5.65M -85,536 -45%
AWM
24
AE Wealth Management
Kansas
$7.23M +$139K +2,105 +2%
SCA
25
Snowden Capital Advisors
New York
$7.18M -$1.61M -24,350 -19%
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