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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
$161M -$14.6M -203,406 -9%
UBS Group
2
UBS Group
Switzerland
$75.2M -$4.25M -59,260 -6%
LPL Financial
3
LPL Financial
California
$66.2M -$2.93M -40,778 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$42.1M -$2.45M -34,208 -6%
Bank of America
5
Bank of America
North Carolina
$25.7M -$1.28M -17,776 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$23.7M +$3.06M +42,695 +16%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$22.9M +$3.47M +48,372 +19%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$22.8M +$12.7M +176,714 +146%
KWM
9
Kaydan Wealth Management
Michigan
$21.9M +$20.6M +287,355 New
KWM
10
Kingsview Wealth Management
Oregon
$21.4M +$1.82M +25,440 +10%
Wells Fargo
11
Wells Fargo
California
$19.8M -$2.08M -29,013 -10%
Osaic Holdings
12
Osaic Holdings
Arizona
$19.8M -$7.59M -105,810 -29%
PAG
13
Private Advisor Group
New Jersey
$18.1M +$838K +11,676 +5%
RJA
14
Raymond James & Associates
Florida
$15.7M -$149K -2,074 -1%
MHB
15
Midwest Heritage Bank
Iowa
$15.4M -$2.74M -38,151 -16%
IWC
16
Integrated Wealth Concepts
Massachusetts
$15.1M +$125K +1,738 +0.9%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$15.1M +$2.95M +41,188 +26%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$12.4M +$630K +8,784 +6%
CAN
19
Cetera Advisor Networks
California
$11.6M +$159K +2,216 +1%
AAS
20
Avantax Advisory Services
Texas
$11.3M +$697K +9,713 +7%
HFP
21
Holistic Financial Partners
Indiana
$10.1M +$442K +6,164 +5%
VAS
22
Vestmark Advisory Solutions
Massachusetts
$9.33M +$309K +4,311 +4%
Truist Financial
23
Truist Financial
North Carolina
$7.4M -$650K -9,066 -9%
AssetMark Inc
24
AssetMark Inc
California
$7.33M +$1.98M +27,564 +40%
AWM
25
AE Wealth Management
Kansas
$7.18M -$619K -8,631 -8%
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